Actions
Smart Lead Generation
Section titled “Smart Lead Generation”Smart Lead Generation allows your AI Agent to collect user information seamlessly during conversations. It engages with users naturally, asking relevant questions to gather details like name, email, phone number, or any other information you require. This data can then be sent to your CRM or other systems, enabling you to follow up effectively and convert potential leads into customers.
How it works
Section titled “How it works”Smart Lead Generation operates within the existing conversation flow, ensuring that the interaction feels natural and non-intrusive.
When a user interacts with your AI Agent, it:
- Detects opportunities to collect information, such as when a user expresses interest in your services or products.
- Asks specific questions tailored to your needs, like:
- “Can I have your name to better assist you?”
- “What’s the best email to contact you on?”
- Gathers and stores the responses, making them available for review or integration with your CRM system.
The feature is designed to minimize friction while maximizing the quality of leads captured.
Setting it up
Section titled “Setting it up”Enable Smart Lead Generation
Section titled “Enable Smart Lead Generation”- Navigate to the AI Capabilities tab
- Select Smart Lead Generation
- Toggle the feature on
Data to Collect
Section titled “Data to Collect”Select contact details to capture.
- Email address
- First name
- Phone number
When to Ask for Data
Section titled “When to Ask for Data”Define when the AI Agent should ask for contact details.
- After exchanging a few messages
- Immediately after the user expresses interest
How to Ask for Data
Section titled “How to Ask for Data”Customize how the AI Agent asks for information.
- Subtle: Integrates questions naturally into the conversation
- Direct: Explicitly requests the information in a straightforward manner
Smart Lead Generation enables your AI Agent to collect user contact details efficiently while ensuring compliance and providing a seamless conversational experience.
Exporting the captured contact details
Section titled “Exporting the captured contact details”Follow these steps to export the details captured by your AI Agent:
- Go to the Inbox
- Click the export file icon to access export options.
- Select Export Gathered Data from the dropdown menu.
- Set Date Range: Specify the start and end dates for the data you want to export.
- Choose Format: Select the file format for your export (CSV, XLSX).
- Download: Click Download to save the exported data to your computer.