Chatbot Lead Qualification and Handoff Protocol (Delivery)

Chatbot Lead Qualification and Handoff Protocol (Delivery)

1. 01

   Define the lead qualification criteria with the client before launch

   Agree on the firmographic and behavioral signals that mark a sales-ready lead, such as page depth, time on site, or explicit intent phrases, so the chatbot can score and route consistently.

2. 02

   Configure the chatbot's conversation flow to capture qualifying data

   Use the platform's visual builder to insert questions that map to the agreed criteria. For example, Typebot's 45+ building blocks allow conditional logic, while ChipBot can embed video to personalize the qualification path.

3. 03

   Set up instant notifications for high-intent leads

   Route alerts to the client's sales team via the tool's native integrations, such as SiteGPT's Slack or Zendesk connectors, or Eloqra's direct-to-Telegram delivery, ensuring response times stay under five minutes.

4. 04

   Establish a human handoff trigger for complex or frustrated visitors

   Define escalation rules based on sentiment keywords or repeated questions, and ensure the live agent receives full conversation context to avoid forcing the visitor to repeat themselves.

5. 05

   Test the end-to-end flow with simulated visitor sessions

   Run at least ten test conversations covering the main buyer personas, edge cases, and off-topic queries, verifying that lead data lands correctly in the CRM and that handoffs occur without friction.

6. 06

   Train the client's team on monitoring and manual takeover

   Walk through the dashboard, showing how to view visitor history, respond to live chats, and adjust the AI's answers, so the client can maintain quality without depending on your agency for every change.

7. 07

   Document the qualification logic and escalation rules for future audits

   Record the criteria, flow version, and integration settings in the client's project file, making it easy to revisit and refine as the client's sales motion evolves.