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Qualification forms message
Qualification forms message
Updated over a week ago

What are qualification forms?

The qualification form is a series of questions asked by your bot asks to your contacts, to collect additional information about them and stores answers as custom properties in the contact info.

For example, you can ask the contact about his budget and home location and add this information to his profile.

Choose the correct qualification data for your business

  • Let bot focus on the simple tasks. Then Your teammates should ask questions that require more in-depth answers.

  • Keep your target customer in mind when selecting the data you’ll ask them for so you capture the most relevant information for your team.

  • Only ask your customer for details they’ll be comfortable giving you over chat to qualify them more easily.

Where will I find the customer responses?

When you export your contact information, you will find the responses stored as customer properties in the export.

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