Lead Generation Sequences

A Guide on Using Your AI Agent to Create Lead-Generating Sequences.

---

You can use your AI Agent to generate lead generating sequences.

A lead generation AI Agent would usually ask the site user a series of questions to gather enough information before asking for their contact.

To set up the leads generating sequence, we recommend that you use the feature known as “Preset Messages”. Here's how:

---

Step 1: Go to Chatbots > Actions (⋮) > "Edit Chatbot"

Step 2: Navigate Under the "Model & Behavior" Tab

Navigate under the "Model & Behavior" tab

Step 3: Scroll Down to "Feedback & follow-ups"

Scroll down until you see "Feedback & follow-ups"

Step 4: Add Your Lead-Generation Question Sequence

Go to "Preset Messages" and fill in your lead-generation questions.

Example of lead-generation questions set as preset messages

Preset Messages

• Preset messages are part of the question sequence used to qualify your leads.

• These messages guide users through specific questions to collect valuable information, such as their preferences and contact details.

• At the end of the sequence, you can request the user's email for follow-up communication.

After Number of Messages

• The "After [X] Messages" option lets you specify when the AI Agent should initiate the preset messages.

• For example, if set to “1”, the AI Agent will trigger the first preset message after the user sends their first message.

• By using preset questions, you can guide users toward providing answers that help qualify them as leads.

---

If you have any more questions, feel free to reach out to us at [e-mail]