Set Lead Score Skill
Set Lead Score
Automate lead scoring within the chatbot using the set lead score skill.
Go to app.getsignals.ai
1. Drag and drop "Set Lead Score" into the bot flow
Insert a set lead score skill.
2. Set Lead Score
Edit the skill to select the score you wish to set. Save and close.
Place your Set Lead Score skill after the web visitor’s information is captured (through either Email Capture or a Question) and a contact record is created. Lead scores can only be set for site visitors that have a contact record.
3. Use Case: Conditional Branching
Lead scores can be used to conditional branch within your bots. Use this type of branching in a Re-targeting bot to customise messaging based on the outcomes of previous conversations.
4. Use Case: CRM
When configuring the settings for CRM integrations, you can set a minimum lead score that must be reached for a lead to be sent to CRM.
5. Use Case: Conversation Data Export
The conversation export contains a column for the lead score associated with the chat conversation.
