Answer customer questions and capture leads with an AI chatbot

An AI chatbot answers questions from your company documents and automatically logs interested visitors as leads.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"visitor asks a question"]:::trig s0["search indexed documents"]:::svc s1["answer visitor question"]:::svc s2["collect lead contact info"]:::task s3[("log lead to spreadsheet")]:::store trig --> s0 s0 --> s1 s2 --> s3 gx{"× shows interest in product"}:::gate s1 --> gx p00["collect contact info"]:::task gx -->|"shows interest"| p00 p01["log to spreadsheet"]:::task p00 --> p01 p10["conversation ends"]:::task gx -->|"no interest"| p10 p01 --> s2 p10 --> s2 out[/"answers given and leads logged"/]:::out pay{{"24/7 support with automatic lead capture"}}:::pay s3 --> 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 stepAn outside serviceA record or sheetOne path onlyResultPayoff
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 & ProspectingSpreadsheet & Database OpsFile & Cloud Storage
Connects
Google DriveGoogle SheetsOpenAIPinecone

The problem it solves

You want your website to answer customer questions any time of day, but keeping a real person available around the clock isn't realistic. When someone does show interest, following up depends on someone remembering to write down their name and contact details. Company information scattered across documents is hard for a person, let alone a website visitor, to search quickly.

Who it fits

A sales team, small business owner, or startup that wants a website chatbot to answer questions and collect leads automatically.

How it works

  1. New documents added to a company folder are automatically read and indexed by AI
  2. A visitor asks the chatbot a question on your site
  3. The AI searches your indexed company documents for the answer
  4. If the visitor shows interest, the AI asks for their name, email, phone, and what they need
  5. That lead information is saved automatically to a spreadsheet
What you get

Visitors who become logged leads automatically

You get website visitors answered instantly and their contact details saved as a lead the moment they show interest.

What you get

Instant AI answers to customer questions and a growing spreadsheet of captured leads.

What you need

A Google account for document storage and lead logging, an OpenAI API key, and a Pinecone account for the knowledge base.

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

Related automations

Back to the AI Playbook