Overview of Lead Generation
"Leads" allows you to extract data from users (like email address or phone number) when they interact with the AI chatbot.
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"Leads" allows you to extract data from users (like email address or phone number) when they interact with the AI chatbot.
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Lead generation allows you to extract data from users when they interact with the AI chatbot.
Within the context of GPT4Business.ai there are 2 ways of generating leads.
Collect in Form
Collect in Form before starting a conversation.
When you use this option a form will be shown to users that they will have to answer in order to start a conversation with a chatbot.
Collect in Conversation (Advanced)
Collect in chat during conversation with chatbot
Describing what each of the form fields represent.
Create your own custom field OR pick a predefined field to auto-fill its corresponding values.
Select the method used for collecting data.
This will create a custom form that is shown to users before a conversation is started with a chatbot.
This will train the AI chatbot to ask the user these questions inside the chat conversation.
Enter the label to be displayed for the field and will be shown to users.
An auto-generated unique key for the field. This will be used as a key in lead collection data, e.g., 'first_name'. (Not shown to users)
Select the type of the field. (This is only for form based questions)
Enter placeholder text to be displayed in the field. (This is only for form based questions)
Enter a positive integer to determine the display order of this field in the form. Fields with lower numbers will appear first. (This is only for form based questions)
Check if the field is mandatory. (This is only for form based questions)
When enabled, lead data will be sent to the specified URL upon collection.
After the AI chatbot has collected all of the data from the user, it will compile all of that data together and then send it in a JSON format to the URL provided.
Example:
When this data is received by the CRM or other platform, the data will be formatted so you can easily extract custom values and match them with their custom fields in the client's CRM.
GPT4Business makes it easy to automatically send lead data collected by your AI Agents to any CRM or external system using webhooks. Follow this step-by-step guide to configure and test the webhook system for seamless integration.
Select an AI Agent: Navigate to the AI Agent you wish to configure (from your account or a client account).
Open the Dashboard: Click View Dashboard to access the management and settings interface.
Go to the Leads Tab: In the AI Agent dashboard, click the Leads tab to set up lead collection.
Create Lead Fields:
Add predefined fields (e.g., email).
Create custom fields to collect additional information using different input types.
Set Field Requirements: Mark certain fields as required to ensure users must provide necessary details before interacting with the AI Agent.
What is a Webhook?
A webhook is a URL generated by an external system (e.g., Go High Level (GHL)) to receive data sent from GPT4Business.
Create a Webhook in Your CRM:
In your CRM platform (e.g., GHL), create an Inbound Webhook trigger.
Copy the generated webhook URL.
Integrate the Webhook with GPT4Business:
Paste the webhook URL into the designated field in the AI Agent dashboard.
Click Save to finalize the connection.
1. Send Test Data:
• Use the Test Webhook function in GPT4Business to send sample data to the webhook URL.
• Verify that the CRM or external system receives the data correctly.
2. Submit Real Data:
• Complete the lead form in the AI Agent interface with test inputs (e.g., “Test Lead 1”).
• Confirm that the data is transmitted and recorded in the CRM.
Data Mapping:
Ensure all collected data fields (e.g., email, custom responses) are mapped to the appropriate fields in the CRM.
Include additional custom fields if necessary to expand the integration beyond basic email data.
Save the Trigger:
Use the submitted test data to finalize and save the webhook trigger in your CRM configuration.
Configure CRM Automation:
In your CRM, set up the webhook trigger to automatically create or update contacts based on incoming lead data.
Map fields like email, name, or other custom variables to CRM attributes.
Finalize the Setup:
Save all configurations in both GPT4Business and your CRM to ensure the integration is live.
Run End-to-End Tests:
Complete the lead form with various test inputs.
Confirm that the data flows seamlessly from GPT4Business to the CRM.
Monitor Automation:
Check that submitted data triggers expected actions in the CRM, such as contact creation or updates.
By integrating GPT4Business AI Agents with your CRM via webhooks, you can automate lead management and eliminate manual data entry. Every time a user submits a lead form, the data is sent directly to your CRM for immediate action. If you encounter any issues or have questions, contact our support team for assistance.
When enabled, lead data will be sent to the provided email upon collection.
When a new lead is collected, we will send an email to this email address.
This is the prompt that tells the AI chatbot to ask the user questions.
WARNING: Do not modify unless you understand what you are doing.
