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Engage visitors while they are researching your products or services and turn useful conversations into qualified enquiries.
From first response to sales handoff
Turn inbound conversations into qualified opportunities
ConvoAi handles the first conversation with a new lead, asks the questions your business needs, and organizes the available answers into a useful qualification outcome. It can keep the conversation active, score the lead against configured criteria, and route the details to the right person or system.
Your team defines what a qualified lead means. ConvoAi applies that workflow consistently across connected customer channels while preserving the context needed for a productive human follow-up.
A configurable qualification journey
How ConvoAi moves a lead forward
The conversation follows the questions, criteria, routing rules, and connected systems appropriate to your business rather than a universal script.
- 01
Engage
Start the initial conversation when a lead contacts your business through a connected channel.
- 02
Understand
Ask relevant questions about the lead's needs, use case, timing, and other criteria your business defines.
- 03
Score
Apply your qualification logic to the information and intent signals collected during the conversation.
- 04
Keep warm
Continue useful, context-aware conversations when a lead needs information or is not ready for a salesperson yet.
- 05
Route
Send the lead, score, captured details, and conversation context to the appropriate person or connected workflow.
One process across customer channels
Qualify leads wherever conversations begin
Use a consistent lead-qualification approach while adapting each conversation to the capabilities and permissions of its channel.
Web applications
Support contextual conversations within a web application, including authenticated experiences where configured.
WhatsApp Business API
Handle incoming WhatsApp conversations, collect qualification details, and move suitable leads toward a human conversation.
Instagram and Facebook
Respond to connected Instagram and Facebook messaging enquiries and bring social leads into a consistent qualification process.
Warm-lead engagement
Continue the conversation without losing context
Not every suitable lead is ready to speak with sales immediately. ConvoAi can answer configured questions, capture changing requirements, and maintain the available conversation context while the prospect considers the next step.
Follow-up behavior should reflect consent from the lead, the rules of the connected messaging channel, and your communication policy. When a lead becomes ready, the workflow can provide the sales team with a clearer picture of the conversation so far.
Human handoff
Give sales the conversation, not just a contact record
A useful handoff can include the answers provided by the lead, qualification outcome, score, stated needs, and conversation summary. This helps the salesperson continue from the existing context instead of asking the prospect to repeat the first conversation.
Handoff rules can account for qualification thresholds, requests for a person, or moments where judgement and personal attention matter more than automation.
Connected sales workflows
Move qualification context into the systems your team uses
ConvoAi can integrate with Google Workspace, Slack, CRMs, ERPs, APIs, and other authorized business systems. The exact workflow depends on the systems you connect and the information they permit ConvoAi to use.
Integrations turn the conversation into an operational next step: creating a lead, notifying a team, updating a status, or routing the opportunity for follow-up.
- Create or update lead records in a connected CRM workflow
- Notify the appropriate team or channel in Slack
- Use supported Google Workspace tools in follow-up workflows
- Exchange authorized information with connected ERP processes
- Pass conversation summaries and qualification context to sales teams
Frequently asked questions
AI lead qualification chatbot FAQs
What is an AI lead qualification chatbot?
An AI lead qualification chatbot conducts the initial conversation with an inbound lead, asks relevant questions, captures useful details, applies business-defined qualification logic, and routes the resulting context to the appropriate sales workflow or person.
How does chatbot lead scoring work?
Lead scoring uses criteria selected by the business, such as need, fit, intent, timing, location, or other relevant responses. ConvoAi can use information collected during the conversation to support a score or qualification outcome configured for that workflow.
Can ConvoAi keep leads warm before a salesperson responds?
Yes. ConvoAi can continue useful conversations, answer configured product or service questions, and retain available context while a lead is researching or waiting for the next step. The workflow should be designed around the business's consent, messaging, and follow-up rules.
Which conversation channels can ConvoAi use?
ConvoAi can be integrated with websites, web applications, WhatsApp Business API, Instagram, and Facebook messaging. Available capabilities depend on the connected channel, account permissions, and configured workflow.
Can qualified leads be sent to our CRM or sales team?
ConvoAi can connect with authorized CRM, Google Workspace, Slack, ERP, API, or other business workflows. A configured integration can pass captured details, lead status, score, and conversation context to the appropriate destination.
Can a person take over the conversation?
Yes. A workflow can route a conversation to a person when the lead meets defined criteria, asks for human assistance, or reaches a point where personal attention is appropriate. The available history and captured qualification details can accompany the handoff.
Design a qualification journey around your sales process
Tell us where your leads start conversations, how you evaluate them, and which people or systems should receive the next action.
Contact ConvoAi