Intents, slot filling, handover to a human, and the CRM fields the chatbot fills before the sales team calls.
What you'll build
A chatbot on your website that greets visitors, asks qualifying questions, and hands hot leads to your team while filtering out tire kickers. You end up with a bot that captures name, contact, budget, and timeline, books a call for qualified leads on your calendar, and creates a CRM lead record with the full chat transcript attached. Unqualified visitors get a helpful reply instead of a sales follow-up.
How Growthzi does it
The Growthzi CRM chatbot module reads your business description and services, then generates a qualifying script tailored to how you sell. You edit the questions and the qualification thresholds, and the bot is live on any Growthzi site with one toggle. Qualified conversations become leads with the transcript, contact details, and score already filled in, and the bot can drop a calendar link when someone hits the qualified threshold.
Step by step
- Open the CRM Chatbot module and pick Lead Qualification
- Review the AI-generated question flow and edit any that don't fit
- Set your qualification thresholds for budget, timeline, and fit
- Connect the calendar you want qualified leads booked into
- Enable the chatbot widget on your website
- Chat with the bot yourself to confirm the flow feels right
- Check the CRM Leads inbox for the test conversation you just had
