LeadBot Autopilot — Chat-to-Lead for Salesforce

LeadBot Autopilot — Chat-to-Lead for Salesforce

Description — How It Works Greets & Guides: Welcomes the visitor and collects info step-by-step — Full Name → Email → Mobile → Product Interest. Validates Inputs: Checks email/phone formats; politely re-asks if invalid. De-dupe in Salesforce: Looks up by email; updates an existing lead if found. Create/Update Lead: Writes to Salesforce, including ProductInterest__c. Notify Instantly: Sends a Slack alert to your team and a personalized email to the prospect. Close the Loop: Confirms submission and ends the chat.

Description — Set Up Steps (≈45–75 mins) Connect Credentials (20–30 mins):** Salesforce OAuth, OpenAI, Slack, SMTP.
Tune the Prompt (5–10 mins):** Greeting, field order, product options.
Map Fields (10–15 mins):** Name split, email/phone, ProductInterest__c.
Smoke Test (10–15 mins):** Run a full chat; verify de-dupe, Slack + email.
Go Live (5–10 mins):** Expose the webhook/chat entry point on your site.