
https://crmaiinsight.com/leadbot
🤖 LeadBot greets visitors, validates details in real time, and keeps the conversation crisp and correct. 🗂️ It pulls live product options from Salesforce (Feature_Product__c), accepts selection by name or number, and 🔁 de-duplicates by email to upsert cleanly—no CRM clutter.
🗓️ Scheduling is instant and accurate: LeadBot reads live Salesforce events, normalizes timestamps, respects weekdays and business hours, filters out anything in the past relative to the current moment, and 🌐 shows options in the visitor’s local time zone while booking in UTC for precision. Once a slot is chosen, it creates the Salesforce Event, 🔔 notifies your team in Slack, and 📧 emails the prospect—without leaving the conversation.
✨ Expanded capabilities: 🔒 consent-friendly data capture and governance; 🎯 round-robin or rules-based routing to SDRs; 🧠 enrichment hooks for ABM; 🧹 automatic data hygiene; 🌍 multilingual prompts; 🧩 flexible integrations via n8n; 📊 analytics-ready logging; ⚡ SLA alerts and fallbacks to forms if needed. Designed to reduce abandonment, shorten time-to-meeting, and keep data quality impeccable where it matters most.
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