Create lead record from chatbot transcript and alert team

Your chatbot transcripts hide project details and contact info, causing manual lookups and delaying estimates. Get structured lead records and SMS alerts so coordinators can respond same day.

Overview

Chatbot leads often arrive without the project context estimators need, which slows follow-up and costs jobs. This workflow extracts project details and contact info from finished chats, logs structured lead records, and pushes SMS alerts so coordinators get actionable leads the same day.