Create pre-qualifying contact record from chatbot SMS leads
Create pre-qualifying contact record from chatbot SMS leads
Your chatbot and SMS leads arrive without structured contact records, so advisors lack context for calls. You get AI‑qualified contacts added to CRM so advisors can call back with context same day.
Overview
Every missed chatbot lead is a missed booking; this flow converts conversation snippets into pre-qualified contact records so your booking coordinators receive context-rich leads. That means advisors can prioritise and call back with confidence the same day.