What do you need to have ready before

  • Automate the first contact: Each new message receives an immediate response,  america phone number list regardless of the time.
  • Segment prospects from the start: Identify whether they’re looking for information, support, a quote, or are already customers.
  • Assign each chat to the appropriate team: Filter and route by type of query, so your team only responds to what’s relevant.
  • Reduce missed or missed chats: Prevent messages from going unanswered or getting lost in so many chats.

 activating the Leadsales Leadbot?

Before flipping the switch and letting Leadbot get to work for you, it’s important to have a few basic once you have mastered the correct  elements pre-configured. This will not only make everything run more smoothly, but will also prevent frustration or misguided automated messages.

With this in place, setting up Leadbot will be much easier and more useful:

  • A properly configured Leadsales account: Make sure you have enabled the Leadsales integrations with WhatsApp, Facebook, and Instagram , and that you’re already actively using the platform. It’s important to note here that only those with an “Owner” or “Admin” profile will be able to configure and activate the Leadbot.
  • Clear and functional funnels: Define the funnel stages your prospects benin businesses directory  will go through, from the moment they contact you until they purchase or drop out.
  • Pre-written quick replies: Prepare ready-to-send messages based on the stage or type of inquiry. They can include text, images, links, or PDFs.
    Short links to catalogs, forms, or key resources: Instead of attaching large files, use shortened links that look good and load quickly.

How to set up Leadbot step by step?

Setting up Leadbot is a simple process. You don’t need any programming knowledge or the need to rely on a technician: you can do everything from your Leadsales CRM for WhatsApp account in just a few clicks.

Here we explain how to do it step by step:

  1. Activate Leadbot from the side menu.
    Log in to your Leadsales account, locate the bot icon in the left menu, and click “Leadbot.” From there, you can activate it and choose which channels you want to use it on (WhatsApp, Facebook, or Instagram).
  2. Write your welcome message
    . This will be the first text your customer will see. It’s important that it’s clear, warm, and inviting. For example: “Hi, I’m Lisa, your business’s virtual assistant. Please write the number that corresponds to what you need.”
  3. Create up to 5 options to segment
    You can offer up to five different paths, such as:

    1. I want a quote
    2. I need support
    3. I am already a customer

 

This way you can filter what each person needs from the first contact.

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