Create AI diagnostic lead from completed chatbot conversation
Create AI diagnostic lead from completed chatbot conversation
Your chatbot transcripts hide contact and maturity inputs, leaving outreach teams without context. Capture leads and a PDF diagnostic link so managers can follow up the same day.
Overview
Chatbot diagnostic conversations are full of actionable signals, but without structure they sit unused. This flow extracts contact and maturity data, builds a branded diagnostic PDF, shortens the link, and files a lead into your marketing system so campaign managers can act the same day.