SMS Lead Intake Bot
A prototype for collecting lead information by SMS and preparing qualified leads for follow-up.
The problem
Valuable sales leads go cold before basic details are gathered.
Businesses receive leads but often fail to collect the required fields before a salesperson follows up. A structured intake bot can collect missing information and alert the team when the lead is ready.
What the prototype shows
The prototype shows a lead dashboard, SMS conversation state, required fields, missing data, progress tracking, and team alerts.
Workflow
InputAI ProcessingHuman ReviewDashboardOutput
Best for
Service businesses, appointment-based companies, sales teams, agencies, and local businesses.
A real version could include
Twilio integration, CRM sync, follow-up rules, human takeover, Slack/email notifications, and reporting dashboard.
Want something similar?
Send us the workflow and we will suggest a small prototype path.