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Lead generation chatbot template

Turn buying questions into a sales follow-up. Use this free script to spot buying intent, collect contact details and requirements, and hand sales a summary of the opportunity.

  • Free 14-day trial
  • No credit card required

Example Qualified Lead Capture conversation:

  1. Customer: We're looking for 40 standing desks for a new office. Can you help?
  2. System: Qualified Lead Capture skill started
  3. AI agent: Absolutely. When do you need them, and do you have a target budget per desk?
  4. Customer: By mid-October, ideally under $700 each.
  5. AI agent: Got it. What's your name and the best work email for our sales team to follow up with options?
  6. Customer: I'm Alex, alex@example.com.
  7. AI agent: Thanks, Alex. I've saved the quantity, timeline, and budget so the team can pick up with the right recommendations.
  8. System: Chat tagged as qualified_lead

Join 35,000 brands that run their customer conversations with Text

PayPalIKEAAtlassianMcDonald'sINGMercedes-BenzRyanairPandoraHuaweiKiaGeberitSephoraVirginSubaru

Make this template capture leads on your website in 3 minutes via Text by ChatBot

No code. The skill you picked here is ready to activate the moment your trial starts, inside the same AI sales chatbot that answers the rest of your buying questions.

  1. Step 1

    Start your trial from this page

    Choose Add to your website. The Qualified Lead Capture skill comes with you into setup.

  2. Step 2

    Train your chatbot with website and knowledge sources

    Add your website URL, files, or articles. The agent indexes up to 5,000 pages per site and rescans on the schedule you set.

  3. Step 3

    Add the chatbot widget to your website

    Paste one code snippet, use Google Tag Manager or Shopify, or install the React, Vue, or Angular package.

  4. Step 4

    Let the chatbot qualify leads using your skill

    The agent answers buying questions from your knowledge sources. When a visitor shows buying intent, the skill asks for their name, contact details, and requirements, summarizes the opportunity, and tags the chat as qualified_lead.

  • Nuvoo 98% AI Agent resolution rate at Nuvoo, a Shopify store selling computers in Finland, Sweden, and Germany
  • Funded Trading Plus 93% customer satisfaction at Funded Trading Plus, which automates 125,000 chats a year with Text

...or use this template in any chatbot you want

This is the exact instruction the Qualified Lead Capture skill runs in Text. Copy it into your AI agent, or add the skill to your website and let Text turn it into workflow steps you can review and edit.

lead-generation-template.txt

Download .txt

When a customer shows buying intent, ask for their name, contact details, and the key requirements needed for follow-up. Summarize the opportunity and tag the conversation as "qualified_lead".

Need a human in the loop? Text by ChatBot got you covered

The Transfer to human skill hands the chat to your team when a buyer wants to talk to a person. The teammate sees the whole conversation, the requirements collected so far, and every tag the agent added.

See the lead generation chatbot features
VIP routing skill, live chat
  1. AI agent

    I'll connect you with the VIP Team so your account manager can review the renewal with the full context.

  2. Chat transferred to VIP Team
  3. Chat assigned to Maya
  4. Maya

    Hi, I'm Maya. I can see your renewal question and will take it from here.

Integrate this lead generation template with other tools you use

Connect your website, store, and messaging channels so the template can work with the rest of your tools.

Browse integrations

More sales and
marketing chatbot templates.

Questions about this lead generation chatbot template

When a visitor shows buying intent, the AI agent asks for their name, contact details, and the key requirements sales needs for follow-up, summarizes the opportunity, and tags the conversation as qualified_lead.

The skill asks for the name, contact details, and the key requirements needed for follow-up. In the example a buyer asks for 40 standing desks, and the agent collects the timeline, the budget, and a work email before summarizing the request.

No. The skill is a written instruction. Text turns it into workflow steps you can review, edit, and activate from the editor.

The Transfer to human skill hands the chat to the first available teammate, or to a team you choose. If nobody is free within 30 seconds, the agent can create a support ticket so the request is still recorded.

It is the exact instruction the Qualified Lead Capture skill runs in Text. You can copy it into any AI agent that accepts natural-language instructions, or add the skill to your AI sales chatbot in Text when you start your trial from this page.

Yes. The chat window at the top of this page replays the skill, and the skill editor in Text has a preview panel where you can run a test conversation before you publish.

The skill collects the details, summarizes the request, and tags the chat as qualified_lead. Passing the lead to a CRM requires a separately configured integration.

Yes. The instruction covers any conversation where a visitor shows buying intent. The example uses office desks, and the same skill applies to services, software, or wholesale orders.