LeadChat Booker — conversational lead capture that schedules

Real Working Demo

[https://crmaiinsight.com/leadbot](https://crmaiinsight.com/leadbot) How It Works (High-Level)

1) Chat > Capture LeadBot greets, collects Full Name → Email → Mobile (optional) → Product interest via friendly chat (no forms). - Validates email/phone, confirms inputs, supports corrections.

2) De-dupe Checks Salesforce for an existing lead by Email. - If found → updatelead. If not → createlead.

3) Product Selection Pulls your FeatureProductc list (Name + one-line Description) and lets the user choose by number or name.

4) Demo Booking (Optional) If the user says Yes: - Detect/ask Time Zone (IANA). - Reads Salesforce Events for the next 14 days. - Computes free 30-min weekday slots (09:00–17:00 UTC) strictly after now. - User picks a slot → creates a Salesforce Event (30 min) linked to the Lead.

5) Notifications & Follow-ups - Slack DM to your team (concise summary). - Email confirmation to the prospect (local date/time included). - Ends with a polite confirmation message.

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