Humanized lead qualification AI Agent

This template is highly effective yet simple, asking important questions like customer needs, email addresses, and more. Here's how it works:

Welcome users: Start with a simple reply message, which you can customize based on your preferences. Ream more about Reply action here

ChatGPT Task: Insert the ChatGPT task into the default fallback block, then define the system context under AI settings. Learn how to use the ChatGPT task feature.

For this template, I used the following system context, but you can modify it as needed: "Your role is to qualify leads by asking Tiledesk users the following questions:

• Their email address
• Primary needs
• Deadline
• Budget
• Whether they would like to integrate with instant messaging channels Once you have all the answers, thank them and let them know we will get back to them soon. If the user answers incorrectly (e.g., an invalid email format) or refuses to answer, politely ask again and explain that gathering this information helps us provide a tailored solution."

Add a new block: Incorporate GPT reply attributes.

Simple yet highly effective. Import this template into your project for free and easily customize it to fit your needs.