Chatbot filters potential customers asks for needs right in the chat, scores and classifies hot/cold leads — so agents only focus on customers with the ability to buy, without wasting effort on customers searching for prices. Zenify records AI processing accuracy at 98.4% (approved).
TL;DR
- Chatbot asks for needs + scores leads.
- Classification: hot, warm, cold.
- Agent focuses on leads that have the ability to buy.
- Cold guests → nurture later.
- Send the right leads to the right people.
What is a lead filtering Chatbot?
Not only answering — chatbot also assess whether customers are likely to buy:
Ask about needs: product, budget, time to buy (see What is Lead).
Scoring according to answers.
Classification of hot/warm/cold.
Transfer hot leads to agents, cold leads to nurture.
Quy trình lọc lead qua chatbot
1. Ask for standard needs
"What products are you interested in? Budget and expected time of purchase?"
2. Grading
Answer | Score
There are specific products | Cao
Clear budget | Cao
Purchase of the month | Cao
Price search only | Low
3. Classification
Hot: ready to buy - switch agent immediately.
Warm: needs, not determined — nurture.
Cold: price search/reference — light monitoring.
4. Transfer to the right person
Hot lead → agent calls/consults immediately.
Warm lead → automatic care chain.
Cold lead → follow, do not disturb.
Lợi ích lọc lead
Agent does the right thing: focuses on customers who can buy.
Quick response to hot leads: Hot customers wait for a long time before they cool down (see Increase messenger order closings).
No waste of time for customers to check prices.
Systematic nurturing: Warm leads are not forgotten (see Follow-up sale).
How to design lead filtering questions
Factor | Question
Demand | "What purpose do you need the product for?"
Budget | "How much do you expect?"
Time | "When do you plan to buy?"
Decision | "Do you decide on your own or do you need to discuss it with someone?"
Principle: 3-5 questions, don't ask too many questions that will tire the customer.
Tích hợp với CRM
Lead from chatbot enters CRM automatically (see Automatic lead allocation).
Scores and hot/cold labels are saved by lead.
Agent opens the profile and immediately sees how "hot" it is.
Measure lead filtering efficiency
Ratio of hot leads to orders — filtering quality.
Hot lead response time — faster yet.
Rate of warm leads turning into orders after nurturing.
Number of orders from filtering chatbot compared to before.