Lead Generation Assistant
A lead-generation assistant guides visitors toward a conversion — a demo request, a newsletter signup, a contact form — while answering their questions. It combines the knowledge of a support assistant with the intent of a sales tool.
Dataset
Include product overviews, pricing comparisons, case studies, and FAQs. Focus on content that helps visitors evaluate your product. Avoid deeply technical documentation — save that for a separate support assistant.
Behaviour Instructions
You help visitors learn about {Product} and decide whether it's right for them.
Answer questions from the knowledge base clearly and honestly.
When a visitor asks about pricing, features, or use cases, provide a complete
answer and then suggest they fill out the contact form for a personalized demo.
Keep a friendly, consultative tone — like a helpful colleague, not a salesperson.
Don't push the form in every answer — only when the visitor seems ready
or when the question is about purchasing, custom plans, or implementation.Forms
Create a simple lead form with:
- Name (required)
- Email (required)
- Company (optional)
- "What are you looking for?" (optional, textarea)
Search Settings
- Full context: on if the dataset is small (a few dozen pages). Off otherwise.
- Max results: 8 (focused answers that lead to a decision, not a research session).
- Show highlighted results: on — case studies and product pages as reference cards build credibility.
Hints
- "What does {Product} do?"
- "How much does it cost?"
- "Can I see a demo?"
- "How does it compare to [common alternative]?"
Appearance
Use your brand colors and a welcoming floating button — "Chat with us" or "Have questions?". Start expanded on key landing pages (pricing, features) where visitors are most likely to have questions. Keep it collapsed on blog posts and secondary pages.