Add chatbot leads to sheet and create callback tasks
Add chatbot leads to sheet and create callback tasks
Chatbot transcripts miss contact details, leaving enrollment leads untracked and callbacks delayed. Capture and prioritize leads so coordinators can call prospects the same day.
Overview
When a website chat ends, this flow captures the conversation, extracts contact details, and creates a lead row so your enrollment coordinators have clear next steps. Callback requests are turned into prioritized tasks and confirmations go out within minutes, letting staff call prospects the same day and reduce missed enrollments.