Capture a lead
A skill recipe that collects what an interested customer needs and their budget, tags them Lead and alerts your team to call back.
This recipe turns an interested customer into a lead your team can call back. It uses built-in actions only, so it works in every workspace.
When to use: the customer is interested but wants a consultant to call them back.
Steps
- Ask: what they need and their budget.
- Ask: their name and phone number.
- Tool: Save customer info, field "budget".
- Tool: Add tag, tag "Lead".
- Tool: Notify the team.
- Tell: a consultant will call them, and roughly when.
Guardrail: "Never promise a price or a discount. The consultant will confirm."
Ask your assistant
Create a skill "Capture a lead". Use it when a customer wants a consultant to call back. Steps: ask what they need and their budget, ask their name and phone, save the budget to the customer field "budget", add the tag "Lead", notify the team, then tell them a consultant will call. Attach it to my sales agent.
Frequently asked questions
On the customer's profile, in the panel beside the conversation, under the field name you chose.
Yes. Notify the team alerts your staff while the agent keeps talking to the customer.
Yes. Pick any customer tag in the Add tag step, or create one first under Customers.
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