Advanced lead qualification AI Agent with tracking attributes

This advanced template builds upon basic lead qualification by adding intelligent data validation and automatic tracking attributes. Here's how it works:

Welcome Message:

• Start with a personalized reply message that sets professional expectations
• Customize the greeting based on your brand voice and requirements
• Learn more about Reply action here

Advanced ChatGPT Task Configuration:

• Insert the ChatGPT task into the default fallback block for comprehensive lead qualification
• Configure AI settings with enhanced system context for data validation
• Learn how to use the ChatGPT task feature

System Context Example:
"Your role is to qualify leads by asking Tiledesk users the following questions:

• user full name
• user email
• user phone number
• user company 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. Once you have the answers to all questions, respond strictly with just one word: "done" do not add anything before after"

Saving Attributes on Tiledesk

• Add GPT reply attributes block to capture all user responses
• Use another ChatGPT task to extract: full_name, email, phone, and company
• Enable real-time tracking attributes for immediate lead processing

Data Validation Features:

• Email Verification: Detects common fake email patterns and invalid formats
• Phone Validation: Ensures proper phone number structure

Import this advanced template into your project for free and customize the validation rules and tracking attributes to match your specific requirements.