Use case / Sales handover
Sales handover
Our AI chatbot gathers each visitor’s needs, timing and contact details, then sends your team a clear summary, so every follow-up call starts with context.
Your team gets the full story, not a name and a number
Why use a chatbot for sales handover
Capturing a name and email address does not always explain why someone contacted you. The value of a website conversation is the context around that enquiry: what they need, what matters to them and what they expect next. Handoff preparation starts with your team’s workflow and works backwards to the questions worth asking.
What your customers see
How the chatbot conversation works
01
Define a useful enquiry
Agree the minimum context needed for each enquiry type, keeping the questions proportionate to the visitor’s stage of interest.
02
Capture the relevant details
Ask for a concise description, relevant preferences and a suitable contact route. Avoid collecting information simply because it could be collected.
03
Explain the continuation
Tell the visitor what happens next and guide them to the agreed destination. The exact delivery method is scoped before launch.
A conversation like yours
An example chatbot conversation
Trained on your business
The information your team needs, how different enquiries are handled, the approved next-step destinations and the expectations visitors should be given.
When the chatbot hands over to your team
Do not imply that a person has reviewed the enquiry, a callback has been scheduled or a CRM record has been created unless that action is part of the agreed implementation.
We agree where each enquiry goes before launch: your form, booking link or team contact. If you need an extra connection, we’ll scope it with you.
Frequently asked questions
Get a sales handover chatbot for your website
Show us your website and tell us what a great lead looks like. We’ll show you what your chat could sound like.