This tutorial walks you through the entire process of creating a powerful lead generation chatbot from start to finish. We will build a bot that qualifies visitors and captures their contact information.

Step 1: Plan the Conversation

First, let’s map out the flow. Our bot will:

  1. Welcome the user.
  2. Ask what service they are interested in.
  3. Ask about their budget.
  4. Ask for their name and email to send a quote.
  5. Thank them.

Step 2: Create the Bot and Welcome Message

  1. From your Dashboard, click New Bot and name it “Lead Gen Tutorial Bot”.
  2. Drag a Message block onto the canvas and write a welcome message: Hi! I can help you get a free quote for your project. Let's get started!

screenshot_here (The new bot with the first Message block)

Step 3: Ask the First Qualifying Question

  1. Add a Multi-Choice block and connect it to the welcome message.
  2. In the Question field, write: First, what type of service are you interested in?
  3. Add three buttons: Web Design, SEO, and Chatbots.

screenshot_here (The Multi-Choice block with the service options)

Step 4: Ask the Second Qualifying Question

  1. Add another Multi-Choice block. Connect all three outputs from the previous block to this new one.
  2. In the Question field, write: Great! And what is your approximate budget?
  3. Add three buttons: < €1000, €1000 - €5000, and > €5000.

screenshot_here (The second Multi-Choice block for budget, connected from the first)

Step 5: Capture the Lead

Now for the most important part. We will use the Lead block to capture their contact information.

  1. Add a Lead block to the canvas. Connect all three budget buttons to this block.
  2. The Lead block automatically asks for the user’s name and email and saves them to the {{name}} and {{email}} variables.
  3. In the Title field of the Lead block, write: Awesome! Just a few more details to send your quote.

screenshot_here (The Lead block connected and configured)

Step 6: End the Conversation

Finally, let’s thank the user.

  1. Add a final Message block and connect the Lead block to it.
  2. Write a thank you message using the variables we collected: Thank you, {{name}}! We will send a personalized quote to {{email}} within 24 hours.

screenshot_here (The final thank you Message block using variables)

Step 7: Test and Launch

Use the Preview button to test your entire flow. Once you are happy with it, get the Embed code and add it to your website.

You now have a powerful lead generation bot working for you 24/7! 🎉