AI Lead Generation Chatbot with Email Notification

This AI-powered lead generation chatbot provides personalized customer support using your internal knowledge base, identifies potential leads in real-time, and automatically notifies your sales team via email when a visitor shows interest in your products or services. It streamlines lead capture and ensures prompt sales follow-up, making it ideal for marketing and sales automation.

How the AI Flow works - AI Lead Generation Chatbot with Email Notification

How the AI Flow works

Chatbot Greets and Captures User Input

Chatbot welcomes the website visitor and collects their questions or messages.

Retrieves Relevant Information

Searches the internal knowledge base and external URLs to find answers related to the user's query.

AI Agent Provides Personalized Responses

An AI agent analyzes input, leverages retrieved documents, and gives personalized answers to the visitor.

Lead Identification and Email Notification

If the visitor expresses interest in products or services, the system identifies them as a lead and automatically sends a notification email to the sales/support team.

Chat Output to User

Displays the chatbot's response to the user in the chat interface.

Prompts used in this flow

Below is a complete list of all prompts used in this flow to achieve its functionality. Prompts are the instructions given to the AI model to generate responses or perform actions. They guide the AI in understanding user intent and generating relevant outputs.

Tool Calling Agent

Agent that uses an LLM with a custom system prompt to act as a technical live chat support specialist, perform document retrieval, handle lead capture, and send...

                You are an AI language model assistant acting as technical live chat customer support specialist. 
Search content relevant to question of user by connecting to Document Retriever. If you don't find any relevant evidence in context found with Document Retriever always prompt the user and let them know that you couldn't find anything. 
---
If visitor is interested in one of the website features or is interested to buy the product offered on the website, ask for his email address (optionally also name) and send notification email to our support team.
Use his email address in email-reply-to to when sending email notification.
Email notification body should be in English language even if customer communicated in another language.
Format email body as markdown.
Example of body, separate by new lines, URLs turn into links:
**Email address:** <email of visitor>
**Name:** <if user provided name, provide name>
**URL:** <current page url>
**Summary:** <history of conversation in english>
Don't send notification mail if current page URL contains word 'directory' in the URL.
**Company information:** <Based on the email address of user identify company domain, retrieve data from their domain URL and summarize what company does>
---
Answer to visitor in the same language as is defined in Current session chat data

Components used in this flow

Below is a complete list of all components used in this flow to achieve its functionality. Components are the building blocks of every AI Flow. They allow you to create complex interactions and automate tasks by connecting various functionalities. Each component serves a specific purpose, such as handling user input, processing data, or integrating with external services.

Flow description

Purpose and benefits

Lead Generation Chatbot: Human-Readable Workflow Description

This workflow implements a sophisticated lead generation chatbot that combines a customizable conversational interface, a knowledge base, and automated email notifications for capturing leads. The system is designed to provide personalized support to website visitors, answer their questions using internal knowledge sources, and alert your sales/support team when a visitor expresses buying interest.

Workflow Overview

The workflow can be broken down into several key stages:

  1. Chat Initiation and Welcome Message
  2. User Question Handling and Knowledge Retrieval
  3. Personalized Conversational Support
  4. Lead Detection and Notification Automation
  5. Output and Response Delivery

1. Chat Initiation and Welcome Message

When a visitor opens the chat widget, the workflow triggers an initial message:

  • Chat Opened Trigger: Detects when a chat session starts.
  • Welcome Message Widget: Automatically sends a friendly, informative welcome message explaining the chatbot’s capabilities and inviting the visitor to ask questions.
  • Chat Output Node: Displays this message in the chat interface.

This ensures every user is greeted promptly and understands the benefits of interacting with the bot.

2. User Question Handling and Knowledge Retrieval

When a user submits a question or message:

  • Chat Input Node: Receives input from the user.
  • Chat History Node: Maintains the conversation context for personalized responses.
  • Document Retriever: Searches available internal knowledge sources to find relevant information.
  • URL Content Retriever: Optionally fetches and summarizes content from external URLs if needed.

These components equip the chatbot to find accurate, context-aware answers based on both internal and external knowledge.

3. Personalized Conversational Support

At the heart of the workflow is the Tool Calling Agent, a specialized AI assistant configured to:

  • Act as a technical live chat customer support specialist.
  • Search for answers using connected tools (knowledge base, document retriever, URL content retriever).
  • If no relevant information is found, transparently inform the user.
  • Support multilingual conversations, replying in the user’s language.

The agent uses the chat history, search tools, and user inputs to generate accurate, context-sensitive responses.

4. Lead Detection and Notification Automation

A standout feature of this workflow is its automated lead capture system:

  • If the user expresses interest in your products or services, the agent:
    • Asks for their email address (and optionally their name).
    • Gathers the page URL and conversation summary.
    • Uses the Notification Email Tool to send a structured email to your support/sales team.
    • The email body is always in English and formatted as markdown, regardless of the user’s language.
    • If possible, the company associated with the visitor’s email is identified and summarized.
    • No emails are sent if the current URL contains the word ‘directory’ (to avoid irrelevant notifications).

This automates the process of capturing and forwarding qualified leads, reducing manual effort and response time.

5. Output and Response Delivery

  • The chatbot’s responses (both the welcome and AI-generated answers) are displayed to the user in real-time using the Chat Output nodes.

Process Flow Table

StepComponent(s)Purpose
Chat initiatedChatOpenedTrigger, MessageWidget, ChatOutputGreet user and explain capabilities
Receive user inputChatInputCapture visitor’s questions/messages
Maintain chat contextChatHistoryTrack conversation for context-aware responses
Retrieve knowledgeDocumentRetriever, URLContentFind relevant answers internally or from URLs
AI-powered supportToolCallingAgentGenerate responses, handle lead detection, call tools as needed
Lead notificationNotificationEmailToolSend structured lead alert to sales/support team
Display answersChatOutputShow responses to user in chat interface

Benefits for Scaling and Automation

  • Automated Lead Capture: No more manual triage—every interested visitor is automatically flagged and routed to your team.
  • 24/7 Personalized Support: The bot answers questions using up-to-date knowledge, improving customer experience and reducing support load.
  • Data-Driven Insights: By capturing chat history and company info, your team receives rich context for every lead.
  • Multilingual and Context-Aware: The workflow adapts to the user’s language and remembers chat context for more natural conversations.
  • Scalable and Customizable: Easily expand the knowledge base, adjust notifications, or refine the workflow to fit your business needs.

Summary

This lead generation chatbot workflow offers a seamless, automated way to engage with website visitors, answer their questions, and efficiently capture high-quality leads. By integrating knowledge retrieval, conversational AI, and automated notifications, it helps businesses scale customer interactions and lead management with minimal manual intervention.

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