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By use case · Lead qualification

Make the first question a better introduction.

Use guided conversations to understand what a visitor needs, collect useful information and route the request to the right person.

A connected way to help

From first question to follow-up.

01

Ask with purpose

Configure guided questions that capture the information your team actually needs.

02

Capture useful context

Keep the visitor’s answers with the request so a teammate can understand the situation.

03

Route the follow-up

Use the flow’s configured routing to connect the request with the appropriate team.

Explore the capabilities

The right pieces for your process.

A few useful answers

Make it work
for your team.

Are guided flows the same as workflows?

No. Guided flows collect structured answers from visitors. Actions & Workflows, currently in beta, perform configured tasks and coordinate steps.

Does this replace our sales process?

It helps your team collect and route the initial request. Your team decides how to follow up and which other systems to use.

Lead qualification

Better support starts
with your team.

Let’s find the right setup for the way you help customers.

Talk to our team