Collect Leads Action

Collect Leads Action

The Collect Leads action transforms your Nexvio.ai chatbot into a powerful lead generation tool, allowing you to automatically capture and manage potential customer information during conversations.

What is the Collect Leads Action?

This action enables your chatbot to:

• Identify and capture potential leads during conversations
• Collect contact information and qualifying data
• Store lead information in your preferred system
• Trigger follow-up workflows and notifications
• Generate reports on lead generation performance

Benefits of Lead Collection

Implementing lead collection in your chatbot offers several advantages:

• 24/7 Lead Generation: Capture leads even outside business hours
• Natural Qualification: Gather lead information in a conversational manner
• Immediate Response: Engage potential customers instantly
• Seamless Experience: Integrate lead capture into helpful conversations
• Consistent Process: Ensure all important information is collected
• Direct Integration: Connect leads to your CRM or marketing automation system

Setting Up Lead Collection

To enable the Collect Leads action:

1. Navigate to Chatbox > Actions > Collect Leads
2. Click Configure Lead Collection
3. Define what information to collect from leads
4. Set up trigger conditions for lead collection
5. Configure where to store lead information
6. Customize the lead collection conversation flow
7. Save your configuration

Configuration Options

Customize your lead collection process:

Data Collection

• Required Fields: Set which information must be collected (name, email, etc.)
• Optional Fields: Define additional information to gather when possible
• Custom Fields: Create specialized fields for your business needs
• Field Validation: Configure validation rules for each data point

Trigger Settings

• Conversation Triggers: Define when to initiate lead collection
• Intent Recognition: Start collection based on specific user intents
• Time-based Triggers: Begin collection after certain conversation duration
• Manual Triggers: Allow the AI to decide when collection is appropriate

Storage Options

• CRM Integration: Connect directly to Salesforce, HubSpot, etc.
• Email Notifications: Send lead information to your team
• Spreadsheet Export: Save leads to Google Sheets or Excel
• Webhook Delivery: Send leads to custom endpoints
• Zapier Integration: Connect to thousands of applications

Conversation Flow

Design a conversational lead collection process:

Natural Introduction

User: Do you offer enterprise pricing plans?

Chatbot: Yes, we have several enterprise plans tailored to different organizational needs. I'd be happy to have our enterprise team provide you with detailed pricing information. Could I get your name so I can connect you with the right person?

User: John Smith

Chatbot: Thanks, John! What's the best email address where our enterprise team can reach you?

Progressive Collection

Gather information gradually throughout the conversation:

1. Start with basic assistance to build rapport
2. Identify sales opportunities during the conversation
3. Naturally ask for contact information when relevant
4. Collect additional qualifying information
5. Confirm next steps and set expectations

Lead Management

After collecting leads:

• Lead Scoring: Automatically score leads based on conversation analysis
• Assignment Rules: Route leads to appropriate team members
• Follow-up Automation: Trigger email sequences or notifications
• Lead Status Tracking: Monitor lead progress through your pipeline
• Conversation History: Maintain the full context for sales follow-up

Best Practices

To optimize your lead collection:

• Keep the collection process conversational and helpful
• Ask for information only when relevant to the user’s needs
• Be transparent about how the information will be used
• Provide value before, during, and after collecting information
• Test different approaches to find the optimal conversion rate
• Follow up promptly with collected leads

Example Implementation

// Example lead collection configuration
{
  "leadFields": [
    {
      "name": "fullName",
      "displayName": "Full Name",
      "required": true,
      "validationPattern": "^[a-zA-Z\\s]{2,50}$"
    },
    {
      "name": "email",
      "displayName": "Email Address",
      "required": true,
      "validationPattern": "^[^\\s@]+@[^\\s@]+\\.[^\\s@]+$"
    },
    {
      "name": "companyName",
      "displayName": "Company",
      "required": false
    },
    {
      "name": "phoneNumber",
      "displayName": "Phone Number",
      "required": false,
      "validationPattern": "^[0-9\\+\\-\\s()]{7,20}$"
    },
    {
      "name": "interests",
      "displayName": "Interests",
      "type": "multiSelect",
      "options": ["Product A", "Product B", "Service C", "Enterprise Solutions"]
    }
  ],
  "destinations": [
    {
      "type": "email",
      "address": "sales@yourcompany.com"
    },
    {
      "type": "crm",
      "provider": "hubspot",
      "apiKey": "{{SECURE_API_KEY}}"
    }
  ],
  "triggers": {
    "intents": ["pricing", "demo", "sales", "contact"],
    "keyPhrases": ["talk to sales", "pricing", "enterprise"]
  }
}

By implementing the Collect Leads action effectively, your Nexvio.ai chatbot becomes not just a customer service tool, but a valuable asset in your sales and marketing strategy.