Automating interactions with Custom Bots

Automate simple processes to speed up your sales funnel, offer proactive support and engage your customers.

Ruairí Galavan avatar Jack Jenkins avatar Liam Keegan avatar
17 articles in this collection
Written by Ruairí Galavan, Jack Jenkins, and Liam Keegan
Custom Bot examples and best practices

Pricing page template: convert more leads on your pricing page

Capture, categorize, qualify, and follow up with leads on your pricing page.
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Written by Liam Keegan
Updated over a week ago

Sales qualification template: capture, qualify and route leads

Create a custom bot that qualifies every kind of lead for your sales team.
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Written by Liam Keegan
Updated over a week ago

Out of office template: generate leads while you’re away

Generate leads while your team is away, and set expectations for when they’ll be back.
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Written by Ruairí Galavan
Updated over a week ago

Recruiting template: Qualify potential candidates

Create a Custom Bot to engage potential applicants and qualify them for the right role.
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Written by Jack Jenkins
Updated over a week ago

Internal IT template: Manage a variety of requests for efficient IT support

Create a Custom Bot that collects all the info you need to support your team with their IT needs.
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Written by Jack Jenkins
Updated over a week ago

Product recommendation template: increase first purchases

Create a custom bot that guides leads to the right products based on their preferences.
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Written by Ruairí Galavan
Updated over a week ago

Enterprise template: schedule calls with enterprise leads

Identify, qualify and schedule calls with high-value visitors.
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Written by Liam Keegan
Updated over a week ago

Financial services template: Proactively support users as they get started with your app

Create a Custom Bot that guides users through a complex process and collects important info if you do need to step in.
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Written by Jack Jenkins
Updated over a week ago

Competition template: capture and qualify leads

Create a custom bot that invites visitors to partake in a competition, in exchange for their details.
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Written by Ruairí Galavan
Updated over a week ago

Education platform template: Direct different types of users to the right place

Create a Custom Bot that triages conversations and actively guides people to the best support channel.
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Written by Jack Jenkins
Updated over a week ago