Robot — Create a Lead Generation Chatbot

Overview

This guide walks you through building a button-based chatbot that qualifies visitors and captures their contact details — ideal for service businesses that want a steady flow of leads instead of a contact form people ignore.

Build the conversation flow

1. Create a new bot in your dashboard, then open the Flow Builder to design the conversation.
2. Start with a welcome message. Add a Message block with a friendly greeting that sets the tone.
3. Offer choices. Add a Multi Choice block with the options visitors most often want — for example "Pricing info" or "Book a demo." Each option branches to its own path.
4. Give value before you ask. Connect each choice to a tailored response message that answers the question or delivers something useful first, so the visitor feels helped rather than interrogated.

Collect contact details

Once you've given value, ask for the information you need:

• Add a Question block to capture the visitor's name.
• Add an Email block to capture their email address.
• Follow up with a personalized thank-you message. Use variables like {name} and {email} to confirm what you captured and make the exchange feel human.

Best practices

• Keep flows short — aim for 3 to 5 steps before you ask for contact info. Long flows lose people.
• Lead with value. Answer the visitor's question or offer something helpful before requesting details.
• Stay conversational. The bot should feel like a chat, not a form.

Go live

1. Test the full flow thoroughly — click through every branch the way a real visitor would.
2. Set your Widget Style with an inviting opening message that encourages people to start a conversation.
3. Embed the bot on your website.
4. Connect a CRM integration so new leads route automatically into your business tools — for example Google Sheets, Zapier, Make, Mailchimp, or Klaviyo — instead of waiting in the dashboard.

Need more help?

If you've worked through this and still need a hand, contact support — we'll dig in with you.