Engineering: start chat for unbooked sales leads quickly

Sales reps miss unbooked leads when forms omit appointment info, causing slow follow-up and lost bookings. Trigger a messaging chatbot for those leads so sales reps can engage quickly.

Overview

Sales reps lose bookings when outreach is delayed or forms lack appointment info. This workflow starts a messaging chat for unbooked leads and routes them to reps, delivering faster response times and far fewer missed follow-ups.

Notable Features

Start chatbot conversations for leads
Route unbooked leads to reps
Log chat transcripts to CRM