Chatbot that answers questions and quietly turns visitors into leads

An AI chatbot answers visitor questions from your knowledge base and gradually collects their name and email to capture leads.

How the work actually flows

It repeats. Repeats waits for next visitor message.

Pattern: Sequence (1) ยท Structured Loop (21)

flowchart TD trig>"visitor sends chat message"]:::trig s0["answer from knowledge base"]:::task s1["ask for missing lead info"]:::task s2[("save completed lead")]:::store trig --> s0 s0 --> s1 lp{"until name email source collected"}:::gate s1 --> lp lp -. "waits for next visitor message" .-> s0 lp -->|"finished"| s2 out[/"lead captured after chat conversation"/]:::out pay{{"instant answers plus captured leads"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepA record or sheetRepeat or finishResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsAI Chatbots & AssistantsKnowledge Base & RAGLead Generation & ProspectingDocument Processing & OCRFile & Cloud Storage
Connects
SupabaseOpenAIPostgreSQL

The problem it solves

Visitors ask the same questions over and over, and by the time someone gets around to answering, the visitor has often left the site without leaving any contact information. You want a way to answer instantly and still walk away with a lead.

Who it fits

Businesses with a website knowledge base who want visitor questions answered instantly while still capturing leads.

How it works

  1. A visitor sends a message through the chat
  2. The message is checked and cleaned before processing
  3. AI searches the knowledge base and answers using stored information
  4. The conversation gradually asks for the visitor's name, email, and how they found you
  5. Once the details are complete, the new lead is saved
What you get

Visitor conversations that turn into leads

You get visitor questions answered instantly from your knowledge base while their name and email are gathered along the way.

What you get

Instant, accurate chat answers plus a saved lead record for every visitor who signs up.

What you need

A Postgres database, a Supabase account, and an OpenAI API key.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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