Lead generation doesn’t need a new funnel, it needs your existing traffic to actually get captured instead of leaving quietly. Here’s the fast version of setting up an AI Concierge to do that, purpose-built around the Sales Qualifier role rather than a general-purpose bot.
Step 1: Pick the Sales Qualifier Role
It ships pre-tuned to ask qualifying questions and identify fit, so a team isn’t building lead-scoring logic from scratch. The AI chatbot already knows what a good discovery conversation sounds like; it just needs your specifics.
Step 2: Sync Your Site and Offer Details
Point it at your website and pricing so it can answer accurately through retrieval and know what a qualified lead actually looks like for your business. Vague qualifying criteria produce vague leads, so this step is worth getting specific.
Step 3: Turn On Form-Filling
With runtime consent, the AI receptionist fills and submits lead forms directly, capturing contact info at the moment of interest instead of hoping a visitor finds the form themselves. That single change is often what turns browsing into a captured lead.
Step 4: Connect Your CRM
Sync captured leads via Zapier or the REST API so they land where your sales team already works, not in a separate inbox to check manually. A lead that has to be manually forwarded is a lead that sits for hours before anyone follows up.
Step 5: Deploy and Watch the First Report
Your first weekly sentiment report shows what’s driving interest and what’s causing hesitation, the fastest way to see what to fix next. Most teams find at least one objection in that first report they didn’t know was costing them leads.
Getting Started
Start a free trial and set this up on your own site today.
