Chatbot Automation

A practical example

Example: a pricing-page visitor answers three branching questions about company size and timeline, and the bot books a meeting only when the answers match your ideal customer profile.

What to evaluate before investing

• Ask how the bot hands off to humans: does the transcript, contact record, and qualification data transfer into your CRM automatically?
• Test the fallback path when a visitor types something outside the script — does it escalate gracefully or dead-end?
• Check whether qualification rules are editable by marketing staff without a developer, and how quickly changes go live.

Limitations and tradeoffs

Tradeoff: scripted flows are predictable but brittle, while AI responses introduce variance in what visitors are told. Hybrid deployments need ongoing review of transcripts to catch wrong answers.