LeadBot autopilot — chat-to-lead for Salesforce
LeadBot Autopilot — Chat-to-Lead for Salesforce Description — How It Works 1. Greets & Guides: Welcomes the visitor and collects info step-by-step — Full Name → Email → Mobile → Product Interest. 2. Validates Inputs: ...
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LeadBot Autopilot — Chat-to-Lead for Salesforce
Description — How It Works 1. Greets & Guides: Welcomes the visitor and collects info step-by-step — Full Name → Email → Mobile → Product Interest. 2. Validates Inputs: Checks email/phone formats; politely re-asks if invalid. 3. De-dupe in Salesforce: Looks up by email; updates an existing lead if found. 4. Create/Update Lead: Writes to Salesforce, including ProductInterestc. 5. Notify Instantly: Sends a Slack alert to your team and a personalized email to the prospect. 6. Close the Loop: Confirms submission and ends the chat.
Description — Set Up Steps (≈45–75 mins) - Connect Credentials (20–30 mins): Salesforce OAuth, OpenAI, Slack, SMTP. - Tune the Prompt (5–10 mins): Greeting, field order, product options. - Map Fields (10–15 mins): Name split, email/phone, ProductInterestc. - Smoke Test (10–15 mins): Run a full chat; verify de-dupe, Slack + email. - Go Live (5–10 mins): Expose the webhook/chat entry point on your site.