Every Business
Sales Qualification chatbot template
Qualify leads by understanding interest, budget, timeline, and contact details.
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What it asks
12 questions across the full flow
The flow opens with a welcome message, then guides every visitor through the questions below — one at a time. Options with a follow-up route visitors deeper with + flow, so people only see what applies to them.
Add booking with one step
Add a Meeting step from the quick-add bar — availability is connected once.
Every answer becomes a lead
Finished conversations are saved in your CRM with full history attached, exportable to CSV.
Edit every question and option
Open it in the builder and change anything — no if/else logic, no canvas, no code.
Chat preview — visitor side
Exactly what a visitor sees
Full flow
Every question in the Sales Qualification flow
This is the real template you get — open it in the builder, edit anything, and it becomes your own.
What interests you?
ChoiceProduct →
Which product?
ChoiceKey features you're looking for
TextService →
Service type
ChoiceTimeline
ChoicePartnership →
Company size
ChoicePartnership interest
TextBudget range
ChoiceDecision timeline
ChoiceYour name
TextYour email
EmailCompany name
TextPhone number
Phone12 chatbot templates for Every Business
6 ready-made flows you can open, edit, and publish.
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FAQ
Sales Qualification template — questions answered
What does the Sales Qualification chatbot template do?+
Qualify leads by understanding interest, budget, timeline, and contact details.
Does the Sales Qualification chatbot capture leads?+
Yes. Every answer a visitor gives is saved as a lead in your CRM with the full conversation history attached, and you can export everything as a CSV whenever you want.
Can I add appointment booking to the Sales Qualification template?+
Yes. Add a Meeting step from the quick-add bar in the builder, set your availability once, and visitors pick a slot from your real calendar right inside the chat.
Can I edit the questions in the Sales Qualification template?+
Yes. Open the template in the builder, edit any question or option, and add follow-up questions with + flow. There is no if/else logic to write anywhere — just questions, answers, and nested routing.
How do I publish the Sales Qualification chatbot?+
Copy the widget code and paste it on your website, or publish a shareable link you can put in your Instagram bio, on WhatsApp, in email signatures, or in ads. Visitors chat and you get leads and bookings.
Ready when you are
Don’t let another visitor walk away without booking.
Go live tonight — copy one line of code, no credit card, no developer. Your flow starts capturing leads and booking appointments while you sleep.
14 days free · No credit card · Cancel anytime