Create new lead from chatbot conversation for field sales

Your chatbot conversations arrive unrecorded, forcing manual data entry and delaying onsite inspections and quotes. Get consistent lead records routed to reps for same-day scheduling and faster quotes.

Overview

When chatbot leads arrive as raw payloads, field reps and dispatchers waste time on manual entry and scheduling slips. This flow captures chat submissions as structured lead records, formats contact data, and routes prospects to regional reps for same-day inspection scheduling and faster quotes.