Using Base Prompt instructions for lead capture
The instructions below are for desktops and laptops only.
You can use the Base Prompt to train AI Assist in optimizing your lead generation process.
With well-crafted prompts, you can get your AI agents to collect important information from visitors, generating high-quality leads.
In this guide, we’ll cover some sample prompts to get you started. Remember, these are just examples – you'll want to adapt them to fit your specific needs.
For the basics of modifying the Base Prompt, check out this guide:
If your Pre-Chat Form is disabled, you can get your AI agent to collect visitors’ contact details at the start of the conversation with the following prompt:
- Always confirm the visitor's name and email at the start of the conversation.
For example:
You can also get your AI agent to ask for visitors’ contact details at the end of the conversation with the following prompt:
- After answering the visitor's initial inquiry, ask for [relevant lead attribute] and/or [call to action].
For example:
- After answering the visitor's initial inquiry, ask for their email address and offer them to join the mailing list for our newsletter with the latest deals and info.
Get your AI agent to gather specific lead attributes with the following prompt:
- If the visitor is interested in [product/service], always confirm [relevant lead attribute].
For example:
- If the visitor is interested in purchasing a property, always confirm the size in square feet, location, number of rooms, and budget.
Get your AI agent to prioritize the attributes relevant to lead segmenting with the following prompt:
- After the visitor starts the conversation, always confirm [relevant lead attribute] as the first thing.
For example:
- After the visitor starts the conversation, always confirm if they want to purchase or rent a vehicle as the first question.
You can also get your AI agent to offer the Lead Capture Form to collect visitor information.
First, create a shortcut and add the Lead Capture Form:
Don’t forget to add relevant questions to train AI Assist to use this shortcut:
Now, your AI agent should offer the Lead Capture Form in chats:
You can also create a shortcut called “more-info” that uses the Lead Capture Form:
Ensure your shortcut has “Send me more info” as a related question:
Then, add instructions in the Base Prompt for your AI agent to offer “Send me more info” as a suggested message, which will appear as a button your visitor can click.
For example:
- if the customer is looking for more information, and if you are unable to answer, say this:
"I'm sorry, I don't have that information right now. Would you like us to send you more information to your email/mobile?
[option] Send me more info"
When the customer clicks “Send me more info”, your AI agent will offer the Lead Capture Form.
- if the customer wants to purchase [product/services], ask to confirm [detail 1].
- once the customer confirms [detail 1], ask to confirm [detail 2].
- once the customer confirms [detail 2], ask to confirm [detail 3].
- once you have confirmed [detail 1], [detail 2], and [detail 3], ask for the customer’s preferred contact method and the best email/phone to contact them at.
- once the customer has confirmed their preferred contact method, say:
''Thank you for your details. I’ll convey this information to our sales team and our representative will contact you within a business day.”
For example:
- if the customer wants to purchase a house, ask to confirm their budget.
- once the customer confirms their budget, ask to confirm their preferred location.
- once the customer confirms their preferred location, ask to confirm how many bedrooms they’re looking for.
- once you have confirmed the budget, location, and number of bedrooms, ask for the customer’s preferred contact method and the best email/phone to contact them at.
- once the customer has confirmed their preferred contact method, say:''Thank you for your details. I’ll convey this information to our sales team and our representative will contact you within a business day.”
Remember, these prompts are a starting point. The ideal prompt will vary depending on your specific goals and the unique flow of each conversation. Experiment with different prompts to find what works best for your business.
Check out these guides for more ways to use the Base Prompt:
Using Base Prompt instructions for escalation
Using Base Prompt instructions for lead capture
Using Base Prompt to restrict AI Assist responses
Using Base Prompt to direct visitors to search result pages
If you need help customizing your base prompt and setting up AI Assist, contact us via live chat or schedule a call.
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