To use this Workflow Recipe, you’ll need:
Imagine a potential customer reaches out through your website’s chat. They’re interested in learning more about your services, and this is your moment to make a positive first impression. But in a busy day, it’s easy for inquiries to get delayed or even missed. The Web Chat Lead Engagement Workflow Recipe is here to help, automating those first steps in lead management so you can stay responsive without lifting a finger.
This “set it and forget it” workflow starts when Web Chat captures a lead, it then sends a prompt confirmation to the lead, and schedules follow-up tasks for you—all while running quietly in the background. Once enabled, this recipe not only organizes new leads but also keeps your team on track with friendly reminders, ensuring no lead goes overlooked.
Each time a lead is captured in Inbox Pro AI Webchat, this workflow follows a structured process:
Depending on the contact information provided, the workflow sends a confirmation via SMS or email. This immediate response reassures the customer that their inquiry was received and that a team member will follow up shortly. Optional: The message content can be customized to reflect your brand’s tone and personality.
The workflow includes two automated reminders to ensure no task is left incomplete:
Leads contacted within minutes rather than hours or days are far more likely to convert. By automating these initial responses and follow-up reminders, this workflow recipe helps you capture interest when it’s highest. It’s perfect for small teams or busy entrepreneurs who want reliable lead engagement with minimal maintenance.
With the Web Chat Lead Engagement Workflow Recipe, you’re setting up a simple yet powerful system for lead engagement that runs automatically. Enable it once, and rest assured that each new lead is given the attention it deserves.
