topic Chatbot in Tips, Tricks & Best Practices

Chatbot

AppuMurugan — Wed, 19 Apr 2023 07:56:47 GMT

Can anyone please tell me what the difference is between Visitors' responses and Contact Property value in Hubspot chat flow if/then conditions? and which one is better for qualifying the leads?

Betreff: Chatbot

MiaSrebrnjak — Wed, 19 Apr 2023 10:25:39 GMT

Hi @AppuMurugan,

Thank you for reaching out to the Community!

I wanted to tag in a couple of subject matter experts to see if they could share their insights:

Hi @noahmckeon, @danmoyle, @Crystal_Hopper, do you have any advice for @AppuMurugan? Thank you!

Cheers
Mia, Community Team

Re: Chatbot

Crystal_Hopper — Wed, 19 Apr 2023 13:31:19 GMT

Hi @AppuMurugan! I may not understand your question fully, please provide more details or screenshots.

In the chatflows, you ask a question and the visitor responds. You can then choose to capture that response in a particular Contact Property. For example, if you ask for a phone number, then the response can be captured in the Phone property.

When it comes to Lead qualification, you might ask questions like 'what STATE do you serve," capture that in the State property. You could then build a list for a sales person who follows up on new Contacts from a particular area. Or you might ask how many employees they have, and capture that in a property you built to track that kind of information. From a "# of employees" data point, you might determine they are not big (or small) enough to work with you and send an appropriate chat or email response saying so.

I think the companions to these ideas are Lists, Workflows and Lead Scoring. When you think about each chat question and what you want to learn from it, then you use one of these other tools to build email/call lists, or send appropriate auto responses to qualified or unqualified leads, or internal notifications to your team.

Please let us know if that helped at all.

Re: Chatbot

danmoyle — Wed, 19 Apr 2023 17:59:35 GMT

+1 for @Crystal_Hopper here - that's how I would explain it too.