The lead bot answers a new enquiry within seconds, asks the questions you would ask, and moves the promising ones into your pipeline. Availability depends on your plan, see pricing. Building it is for owners and admins.
Plan it first
Do not copy your website. Write down:
- The three or four questions customers ask you most, with a one or two sentence answer each.
- The two or three things you need to know to judge if an enquiry is real: budget, timing, location, size.
- Whether you want to take a deposit.
Build it
You can do either, and both give the same result.
- Ask the assistant, from the web or from WhatsApp. For example: "Set up a lead bot for my fit-out business. Answer questions about pricing and timelines, and ask whether it is an office or a shop, and when they need it." It builds the setup and asks you for anything missing.
- Build it yourself on the Lead Bot page in the left sidebar. Add the menu questions and answers, add your qualifying questions, choose which pipeline stage a qualified lead lands in, optionally add a payment link for a deposit, confirm consent, then turn it on.
Why it may refuse to turn on
The bot is only enabled when it is truly ready.
- Consent not confirmed: you confirm this yourself, the assistant cannot do it for you.
- No questions yet: add at least one.
- A pay option without a link: add the link or remove the option.
- A template not approved yet: only needed if the bot starts conversations. See Consent and templates.
Test it like a stranger
- Message your business number from a different phone.
- Walk the whole menu, including the paths you think nobody will take.
- Give a deliberately weak answer and check that the lead does not look urgent in your pipeline.
- Open the record it created and check the stage, the fields and the conversation.