AI Lead Generation Chatbot with Email Notifications in 5 Minutes

Would you prefer to generate leads in a more efficient manner from your website or digital channels? In this tutorial, we are going to develop an efficient AI Lead Generation Chatbot on FlowHunt that not only engages your prospects through smart replies but also automatically sends you an email notification whenever someone shows interest in your services or products.

Let’s get an automated 24/7 lead capture system implemented!

What is an AI Lead Generation Chatbot and Why You Need One

Lead generation flow is an automated system that manages identifying, responding to, and saving the contact information of prospects who indicate interest in your business. In comparison to passive contact forms, this intelligent system:

Benefits of an Automated Lead Generation Flow:

• Always Available: Captures leads 24/7, even when your team is offline
• Instant Response: Engages visitors immediately to maintain interest
• Personalized Interaction: Provides tailored information based on visitor inquiries
• Knowledge Integration: Answers questions accurately using your knowledge base
• Immediate Notifications: Alerts your sales team in real-time for prompt follow-up
• Data Collection: Gathers valuable prospect information with proper consent

Despite the advancements made in marketing technology, many businesses are still losing prospective clients due to slow response times or their inability to obtain correct contact info. FlowHunt bridges this gap through its use of conversational artificial intelligence within automated messaging systems.

What You’ll Build as an AI Lead Generation Chatbot with Email Notifications

By the end of this tutorial, you’ll have a functional lead generation flow that:

• Engages visitors with conversational AI powered by your knowledge base
• Recognizes when visitors express buying interest
• Collects contact information with proper consent
• Sends immediate email notifications to your sales team
• Provides a conversation summary for context

Step 1: Create a New Flow

Let’s begin with a fresh canvas in FlowHunt:

1. Navigate to the My Flows section in your FlowHunt dashboard
2. Click the Add new flow button and then Create Blank Flow to open the Flow Editor
3. Name your project “Lead Email Notification”

Step 2: Add the Necessary Components

Our lead generation system requires several building blocks. From the components panel, drag these elements onto your canvas:

• Chat Input: Receives visitor messages
• Chat History: Maintains conversation context
• Tool Calling Agent: The “brain” that processes inquiries and determines intent
• Document Retriever: Provides knowledge base information
• URL Retriever: Fetches information from specified websites
• Notification Email Tool: Sends email alerts to your team
• Chat Output: Displays the AI’s responses to visitors

Step 3: Configure the Components

Let’s set up each component for optimal performance:

Tool Calling Agent

1. Click on the Tool Calling Agent component

2. Select a powerful LLM like GPT-4 or Claude-3-Sonnet

3. In the prompt field, enter these instructions:

   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

Document Retriever & URL Retriever

1. Schedule relevant documents about your products, if you don’t know how to do that here is a link to a tutorial for schedules and documents.
2. Configure the URL Retriever with important pages from your website (pricing, features, etc.)

Notification Email Tool

1. Configure the Notification Email Tool with:

   • Your email address as the recipient (e.g., sales@yourcompany.com)

   • Subject line: “New Lead Alert: [Lead Name]”

   • Email template (in the Email Text field):

     New Lead Notification
     
     Name: [Lead Name]
     Email: [Lead Email]
     Needs: [Brief Description]
     
     Conversation Summary:
     [Summary of the conversation highlighting key points]
     
     This lead was captured on [Date and Time].
     
     Please follow up as soon as possible.
     
     Best regards,
     Your FlowHunt Lead Generation System
     

Step 4: Connect the Components

Now, let’s wire everything together for proper data flow:

1. Connect Chat Input Message output → Tool Calling Agent Input input
2. Connect Chat History InMemoryChatMessageHistory output → Tool Calling Agent Chat History input
3. Connect Document Retriever all outputs → Tool Calling Agent appropriate inputs
4. Connect URL Retriever all outputs → Tool Calling Agent appropriate inputs
5. Connect Tool Calling Agent Message output → Chat Output Text input
6. Connect Tool Calling Agent appropriate outputs → Notification Email Tool inputs
   • Connect to Email Body To, Subject, and Email Text fields
7. Connect Notification Email Tool outputs back to Tool Calling Agent as needed

The final flow should resemble the structure shown in the image:

Example Conversation

Here’s how a typical interaction might look:

Bot: Welcome to [Your Company]! I'm your virtual assistant, ready to help answer any questions about our products and services. How can I assist you today?

User: Tell me more about your software pricing.

Bot: Our software pricing starts at $10 per month, and we offer a range of packages based on your business needs. The Basic plan ($10/month) includes core features like X, Y, and Z. Our Professional plan ($25/month) adds advanced features such as A, B, and C. For enterprise solutions with custom features and dedicated support, we offer an Enterprise plan starting at $50/month.

Would you like more specific information about any of these plans? Or are you interested in receiving detailed pricing information via email?

User: Yes, I'd like to get more details via email.

Bot: Great! I'd be happy to arrange for someone from our team to send you detailed pricing information. Could you please provide:

1. Your name
2. Your email address
3. A brief description of what you're looking for in our software

This will help us tailor the information to your specific needs.

User: My name is John Smith, email is john@example.com, and I'm looking for software for my marketing team of 5 people.

Bot: Thank you, John! I've sent your information to our team, and someone will reach out to you shortly with detailed pricing information tailored for your marketing team of 5 people. Is there anything else I can help you with in the meantime?

Behind the scenes, an email notification has been sent to your team with John’s information and conversation details.

Try This Flow!

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Conclusion

Congratulations! You’ve successfully built an automated AI Lead Generation Chatbot in FlowHunt that engages visitors, identifies potential customers, captures their information, and notifies your team instantly. This powerful tool works 24/7 to ensure you never miss a potential lead again.

By combining conversational artificial intelligence with a pre-existing knowledge base and automatic notification systems, a system was created that not only streamlines lead generation but also enhances the customer experience from the very first point of contact.