Create booking record and proposal from chat conversation

Your chatbot transcripts include booking requests but arrive unstructured, leaving project managers to extract leads manually. Receive structured lead rows and ready proposals for immediate follow-up.

Overview

Stop letting unstructured chat leads slow down your booking pipeline; this flow converts finished chatbot conversations into ready-to-send proposals and sheeted leads. Project managers and coordinators get structured lead rows and proposal PDFs within minutes so follow-up happens the same day.