When trying to optimize your business, you may notice that acquiring and qualifying your leads takes up a huge amount of time in the initial stages of your sales process. You can practically guarantee that there are many people that you cannot find the time to talk to, because you are trying to talk to other leads and discern how interested they are.
Sometimes, it is just better to give your customers the easiest path to let you know that they are interested in. For that, Pipedrive has created the Chatbot system, to allow your customers to better qualify themselves as potential customers of your company.
When a customer has qualified themselves, they create a deal, contact, or activity in your company Pipedrive account based on the responses they have provided to your questions. If a visitor selects certain options or does not provide that information, then they can disqualify themselves and will not create any unnecessary information.
To begin building and designing your chatbot's behavior, go to the Chatbot tab in your account and click the New playbook button.
In the first step, you will need to choose from our list of color templates, or create a custom style of your own.
Once you have made the appropriate selections for the design of your playbook, click the Continue button to proceed to the next step.
In this step, you may choose a name, associated picture, and the presented language of your Pipedrive chatbot playbook. To learn more about customizing the design of your playbook, click here.
Once selected, click the Continue button to proceed to the next step.
In this third step, you can choose from a defined playbook template to give yourself a good starting point for designing your chatbot's behavior.
Once you have selected a template to use when creating your playbook, click the Create playbook button to finalize your selections.
Upon creating your playbook, you will be shown the playbook behavior details from the specific chosen template, and are free to edit the questions, responses, and actions of your playbook until they match your intended design.
Once you are happy with your choices, click the Save button to confirm that information. Once that information has been saved, it will appear in the list of chatbot playbooks.
To monitor the effectiveness of each of your playbooks, you can view how many visitors have Seen and Clicked on each playbook, as well as how many visitors have been Qualified or Disqualified while going through your programmed responses.
By clicking on the ... option next to each playbook, you will be presented with several options for how you wish to interact with that playbook.
With the appropriate playbooks in place, your Pipedrive account will become filled with all of the interested customers to make your business a success!