Capture and manage customer leads
Choose qualification questions and verify that customer enquiries reach your lead list.
Configure qualification
Open AI Training and select Lead Qualification. Review which contact and requirement details your assistant should ask for. Keep questions relevant to your business and avoid asking for information you do not need.
Test lead capture
Use clearly labelled test details so your team can distinguish the test from a real enquiry.
- Start a new conversation using Preview or your installed widget.
- Describe a realistic enquiry and answer the assistant's qualification questions.
- Open Leads in the dashboard and find the test enquiry.
- Review the captured details and the associated conversation before following up.
If details are missing
Check that the customer actually provided the information and that you tested the intended chatbot. Review the conversation rather than assuming every visitor becomes a lead. Adjust the qualification questions and repeat the test.