Table of Contents

AI Lead Gen Assistant

Pau Sanchez Updated by Pau Sanchez

Disclaimer - These features are built with OpenAI tech. Please, be aware of its current limitations - hallucinations and inaccurate/unreliable outputs may occur.

This AI-powered feature enables you to create an intelligent and efficient chatbot that can collect lead information through a more personalised conversation and at the same time answer common queries about your product or business

In this guide, we will walk you through the setup process and provide best practices to help you maximize the potential of this feature.

AI Lead Generator Assistant

How it works

  1. Add the block

Type "Lead Generation" block to find and select the block

  1. Config elements

    In order to customise the intelligent lead generator collector, we need to set up some basic information:

a. Summary

In this field we will add some general description about the company. For example:

"Driving digital transformation with cutting-edge tech solutions"

b. Context (aka knowledge that the lead generator collector will use to answer lead questions)

This is where we add the contextual knowledge the lead generator collector should be able to check in case the lead asks something about the company, product or service. For example:

"Tech Solutions is the creator of 'Flow', an innovative software solution designed to streamline project management for businesses of all sizes. With its user-friendly interface and robust feature set, 'Flow' enables teams to collaborate effectively, track progress, and meet project deadlines efficiently. Flow empowers you to drive successful project outcomes and achieve tangible results. Furthermore, Tech Solutions, provides a wide range of technology solutions, including cloud infrastructure, and IT consulting services"

c. Questions

In this area is where you would define the information to be collected.

You can select the common BANT questions (Budget, Authority, Need and Timing) and also create specific questions to gather the desired data

d. Advanced settings

This section is designed to even customise more some details of your AI agent.

e. Email notifications

Finally, in case that you want to be notified with every lead that finishes the conversation with your AI Lead Generator Agent, add the emails (separated by commas) that you desire to be notified with the information collected.

  1. Feed the bot

This is a very important step! Every time, you change any details about your AI Lead Generator Agent, you should "train" it with the new details, by pressing the "Feed the bot" button

  1. Share & publish!

Once everything is set up, press "Apply changes" and test your new AI Lead Generator Assistant!

How did we do?

AI Appointment Assistant

Contact