Create lead records and summaries from chatbot chats

Your chatbot transcripts lack structured contact details, forcing manual lead follow-up and slowing reviewers. Receive concise lead records and human-readable summaries so teams can act within minutes.

Overview

If chatbot conversations aren't structured, reps waste time chasing details and miss outreach windows. This flow extracts contact data, generates a human-readable summary, and creates a lead record. That means reviewers and reps get prioritized context and can act within minutes.