LeadBot
LeadBot is an AI-powered chat bubble you embed on your website. It answers visitor questions, qualifies leads, captures their contact information into your pipeline, and can book a meeting โ all without human involvement, in any language, 24/7.
How LeadBot Worksโ
- A visitor opens the chat bubble on your website.
- LeadBot greets them and answers questions based on your site knowledge (landing pages, FAQs, product descriptions).
- When the visitor is ready, LeadBot captures their name, email, and any qualifying information.
- The lead is created in your LeadHub pipeline automatically.
- If you have a meeting type configured, LeadBot can offer and book a slot directly in the chat.
Embedding LeadBot on Your Websiteโ
Step 1 โ Enable LeadBotโ
Go to LeadBot in the sidebar and click Enable LeadBot.
Step 2 โ Copy the Embed Codeโ
After enabling, you will see a one-line script tag:
<script src="https://yourdomain.com/tenant/acme/leadbot.js" async></script>
Paste this tag before the closing </body> tag of every page where you want the chat bubble to appear.
The script is lightweight and loads asynchronously โ it does not affect your page load time.
Step 3 โ Verify It Is Workingโ
Open your website in a browser. The chat bubble should appear in the bottom-right corner within a few seconds of page load.
Training LeadBot on Your Contentโ
LeadBot learns from content you add to its Knowledge Base:
- Go to LeadBot โ Knowledge Base.
- Click Add Source and choose a source type:
| Source Type | Description |
|---|---|
| URL | LeadBot fetches and indexes the page content |
| Text Block | Paste FAQ answers, product descriptions, pricing details, etc. |
| File (PDF, TXT) | Upload documents such as brochures or spec sheets |
- Click Compile Knowledge to rebuild the knowledge index.
Recompile after adding new sources or updating existing content.
Lead Capture Settingsโ
Go to LeadBot โ Lead Capture to configure what information the bot collects and where leads go:
| Setting | Description |
|---|---|
| Capture Name | Ask for the visitor's name |
| Capture Email | Ask for the visitor's email (required for lead creation) |
| Capture Phone | Optional phone number |
| Custom Questions | Up to 5 additional qualifying questions |
| Target Pipeline | Which pipeline to add captured leads to |
| Target Stage | Which stage within that pipeline |
| Lead Tags | Tags automatically applied to LeadBot-captured leads |
Meeting Bookingโ
If you want LeadBot to offer meeting booking:
- Go to LeadBot โ Booking.
- Select a Meeting Type from your Meetings module.
- Enable Offer Booking in Chat.
When a visitor qualifies, LeadBot will offer to book a call and show available slots. Once booked, both the visitor and the assigned rep receive a confirmation email.
Appearanceโ
Go to LeadBot โ Appearance to customize:
| Setting | Description |
|---|---|
| Bot Name | Displayed name in the chat header (e.g. "Aria from Acme") |
| Avatar | Upload a photo or icon for the bot |
| Welcome Message | First message the bot sends when the visitor opens the chat |
| Primary Color | Chat bubble and header color (defaults to your workspace primary color) |
| Position | Bottom-right or bottom-left |
Language Supportโ
LeadBot responds in the visitor's language automatically. It detects the language from the visitor's first message and continues in that language for the rest of the conversation, regardless of what language your knowledge base is written in.
GDPR and Privacyโ
Go to LeadBot โ Privacy to configure data handling:
- Privacy Notice Text โ shown to visitors before they submit their details
- Consent Checkbox โ optional consent checkbox before lead capture
- Data Export โ export all LeadBot conversation data for a specific email address (for GDPR data subject requests)
- Data Deletion โ delete all LeadBot data for a specific email address
Monitoring and Analyticsโ
Go to LeadBot โ Conversations to review all chat sessions:
- Full transcript of every conversation
- Lead capture status (captured / not captured)
- Meeting booking status
- Visitor's detected language
- Timestamp and source URL
No OpenAI Keyโ
If no OpenAI API key is configured, LeadBot displays a message to visitors that chat is currently unavailable. No errors are shown to visitors.