LeadBot Autopilot — Chat-to-Lead for Salesforce
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Le Nguyen
Description
LeadBot Autopilot — Chat-to-Lead for Salesforce
Description — How It Works
Greets & Guides: Welcomes the visitor and collects info step-by-step — Full Name → Email → Mobile → Product Interest.
Validates Inputs: Checks email/phone formats; politely re-asks if invalid.
De-dupe in Salesforce: Looks up by email; updates an existing lead if found.
Create/Update Lead: Writes to Salesforce, including ProductInterest__c.
Notify Instantly: Sends a Slack alert to your team and a personalized email to the prospect.
Close the Loop: Confirms submission and ends the chat.
Description — Set Up Steps (≈45–75 mins)
Connect Credentials (20–30 mins):** Salesforce OAuth, OpenAI, Slack, SMTP.
Tune the Prompt (5–10 mins):** Greeting, field order, product options.
Map Fields (10–15 mins):** Name split, email/phone, ProductInterest__c.
Smoke Test (10–15 mins):** Run a full chat; verify de-dupe, Slack + email.
Go Live (5–10 mins):** Expose the webhook/chat entry point on your site.