Funnel Chatbots
Funnel Chatbot
This guide will explain what a funnel bot is, use cases for this bot, and best practices. This bot type is named "Funnel Bot" because the automated steps in the bot flow reflect the sales funnel.
Site visitors progress through the steps of the bot flow in the same way that they progress through the sales funnel, qualifying (or disqualifying) themselves as they answer the questions we set up in the bot flow. Let's get started.
Go to app.getsignals.ai
1. Introduction
First, log in to your Signals account.
2. Navigate to "Engagement"
Navigate to the Engagement section.
3. Click on "Chatbots"
Navigate to the chatbots section.
4. Click "chatbots"
Click on the "Chatbots" tab.
5. Go to "New Bot"
Go to the "New Bot" button in the upper-right corner.
6. Click on "Custom Bot"
Click on "Custom Bot." This will allow you to build any funnel bot.
7. Templates
You may opt to create a funnel bot using an already pre-made template. Signals has templates for bots used on homepages, to book a demo, for retargeting, and to replace forms. You can tweak these as needed, or you can start from scratch and build a custom funnel bot.
8. Best Practises
Best Practises:
A Strong CTA: The first message sent by the bot should be a compelling call to action. For chatbots, this is usually a question that offers button response options. When seeking to increase engagement with your chatbots, this is the first thing to test.
Live Agent Involvement: Studies have shown that although chatbots tend to perform better at basic information collection than live chat agents, live agents book more meetings. Additionally, MQLs tend to convert to SQLs at a much higher rate when agents are involved in the qualifying process. Whenever possible, involve agents in chat conversations.
Clear, Concise Qualifying Questions: Use a simple question with 2-3 button response options to filter out business to consumer traffic. Then ask additional qualifying questions to your desired audience only after giving them a reason to want to answer. In exchange for their continued engagement, offer a demo, live chat, or access to content.
