What this workflow does
Qualifies sales-curious visitors by asking team size and budget, then routes hot leads to a human.
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Lead GenerationIntermediate10 nodes
Lead Qualification Bot
Ask qualifying questions (budget, timeline, company size) and route hot leads to sales team.
Use this templateRead-only preview
When to use it
You want to filter pricing-question traffic into "ready to talk to sales" vs "still researching" before involving an agent.
What triggers it
User Message
Information it collects
companySize, budget, email
Actions it performs
Ask Company Size · Ask Budget · Ask Email · Save Qualified Lead · Route to Sales · AI Handles Other
Systems it requires
No external commerce platform is required.
Read-only preview
Read-only workflow preview
This simplified layout represents the template’s real nodes and connections. It is not the full executable editor.
Trigger
User Message
user message
Next step: Pricing Intent?
Condition
Pricing Intent?
contains
Next step: Ask Company Size · AI Handles Other
Action
Ask Company Size
static message
Next step: Save Company Size
Action
AI Handles Other
ai reply
Memory
Save Company Size
set variable
Next step: Ask Budget
Action
Ask Budget
static message
Next step: Save Budget
Memory
Save Budget
set variable
Next step: Ask Email
Action
Ask Email
collect input
Next step: Save Qualified Lead
Integration
Save Qualified Lead
capture lead
Next step: Route to Sales
Action
Route to Sales
human handoff
Node configuration, credentials, internal endpoints, and secrets are intentionally not shown.
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