Build a Lead Qualification Agent That Books Meetings

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Prerequisites

• A calendar app connected in Apps: Calendly, Cal.com, or Chili Piper. To connect one, go to Apps in the dashboard, click Install on your provider, and complete the sign-in. (You can build the flow without it, but the booking step will show a “Configure” warning until connected.)
• Optional: HubSpot or Salesforce connected, if you want leads synced to your CRM.

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Step 1: Create a Conversational Flow agent

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Step 2: Set the Role and Global Objectives

You are the assistant for [Acme], a [B2B invoicing platform for mid-size
companies]. You are warm, concise, and genuinely helpful — never pushy.
You write short messages: 1–3 sentences, one question at a time.

Your goal is to help visitors learn about [Acme] and connect promising
leads with our sales team.

Rules that always apply:
- Answer product questions using the knowledge base. If you don't know,
  say so and offer to connect them with the team.
- Never quote custom pricing or discounts. For pricing beyond what's
  published, offer a meeting instead.
- Never invent customer names, statistics, or features.
- If the visitor is clearly not a fit, end warmly — no hard selling.

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Step 3: Build the flow

Greeting ──→ Qualify ──→ Collect Contact ──→ Book Meeting ──→ Wrap Up
                └──────────→ Polite Close
   (global) Talk to a Human

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Node 1 — “Greeting” (Normal Conversation)

Greet the visitor and find out what brought them here today. If they ask
a product question, answer it from the knowledge base first, then ask a
light follow-up about their situation. Do not pitch anything yet.

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Node 2 — “Qualify” (Normal Conversation)

Understand whether this visitor is a good fit. Learn, conversationally
and one question at a time:
1. What problem are they trying to solve?
2. Company size (rough headcount or team size).
3. Timeline — are they evaluating now or researching for later?

A visitor is QUALIFIED if they have a problem we solve AND a company size
of [10+ employees] AND an active timeline (now or within 3 months).
Do not interrogate — weave questions into the conversation naturally.

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Node 3 — “Collect Contact” (Contact Collection)

• How do you want to collect contact information? → Ask Questions (conversational — keeps the chat natural; choose Show Form instead if you prefer a structured form in the chat).
• Contact Fields: add Full Name (required), Email (required), Company Name (required), Phone Number (optional).
• Sync contact to: tick your CRM (HubSpot / Salesforce) if connected.

The visitor is qualified. Tell them you'd love to set up a short call
with the team, and collect their contact details so we can confirm the
meeting. Be brief — they've already shown interest.

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Node 4 — “Book Meeting” (Schedule Meeting)

• Calendar App: select your connected provider (Calendly / Cal.com / Chili Piper). The agent gets availability checking and booking automatically — no extra setup. (Chili Piper additionally asks for a Booking Method: Router or Direct Link.)

Offer to book a 30-minute intro call. Propose available times, confirm
the visitor's choice, and book it. After booking, confirm the day and
time clearly and tell them an invite is on its way to their email.

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Node 5 — “Wrap Up” and “Polite Close” (Normal Conversation)

Thank the visitor. If a meeting was booked, restate the day and time.
Offer to answer anything else in the meantime.

Thank the visitor warmly and let them know we're here whenever they're
ready. If relevant, point them to [the docs / newsletter / free trial].
Never pressure them.

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Global node — “Talk to a Human”

• Toggle Global Node on, and set its Condition: The visitor explicitly asks to talk to a human, an agent, or a real person
• Toggle Human Escalation on — this gives the node the ability to transfer the conversation to your team.

The visitor wants a human. Acknowledge it immediately and positively,
then escalate to a human agent. If no one is available, let them know
the team will follow up, and collect their email if we don't have it.

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Step 4: Test it

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Step 5: Publish and install

1. Click Publish and confirm (see Publishing & Versioning).
2. Install the widget on your site — embed snippet and WordPress instructions in Website Installation.

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Step 6: Watch the leads come in

• Contacts — every captured lead with name, email, and company (synced to your CRM if you enabled it).
• Inbox — full conversations; escalations arrive assigned to your team.
• Your calendar — booked meetings appear in your provider as usual.
• History > Chat History — review conversations to refine qualification criteria over time.

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Variations

• Voice version: the same funnel works on the phone — build a Voice Agent with the Conversational Flow engine and reuse these node instructions.
• Instant follow-up call: pair this agent with a Campaign that calls captured leads within minutes — enroll them via the campaigns API using the contact created here.
• Stricter funnels: add a node between Qualify and Collect Contact that asks a budget question, with transitions splitting high/low budget into different booking calendars.