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Lead collection with Jim lets you automatically gather your prospects' data and update your CRM without any manual effort.
How does lead collection work?
Your prospect contacts you via WhatsApp, Messenger, Instagram, or SMS;
Jim detects an intent that automatically triggers lead collection;
Jim collects the information directly within the conversation;
Once the lead is collected:
You receive a notification on Partoo and by email,
Lead information is available on Partoo,
If a CRM is connected, the lead is sent there automatically,
No CRM yet? You can export all your leads to an Excel file.
How to set up lead collection?
Go to the Messages settings of your Partoo account, in the "Automations" section, click on "Jim - AI Chatbot";
Click on the chatbot where you want to enable lead collection;
Once in the selected chatbot settings, scroll down and activate lead collection by clicking the toggle which turns green.
Then follow the next steps for configuration:
1. Define the trigger(s)
You can set when Jim should collect information and create leads.
In the "Lead collection triggers when..." section, select one or more triggers from the list provided.
You can also create your own triggers by typing your instruction directly into the field, then clicking "Create".
💡A trigger can be an intent like "the user requests a quote" or "the user wants to schedule an in-store or online appointment", a keyword like "the user mentions the word 'order'"... etc.
2. Choose the data to collect
Once triggers are set, select the information Jim should gather (name, phone number, email, need specification, etc.).
In the "Collected data" section, you have several default data fields like "Your name", "Your email address", "Your phone number"...
To add a new data type, follow these steps:
Click "Add a field" then select the field type;
Enter the "Field label" in the relevant field;
You can also add a "Field description", which helps explain the field's intent to the AI;
Click "Add".
To delete a data type, click the trash icon.
To rearrange the order of data to collect, click the dots to the left of the field to move, then drag and drop it to the desired position.
💡You can choose from the following field types: text, number, email address, phone number, yes/no question, and opt-in.
💡All fields are mandatory.
3. Customize the thank you message
In the "Your message" field, you can keep the default message or customize it as needed. This message will be automatically sent to your prospect once all information is collected.
4. Configure lead export and integration
You have three options to use your leads:
Receive your leads by email
In the "How to use your leads" section, add an email address in the designated field.
Automatically send your leads to your CRM
Connect lead collection to your CRM so each lead is sent automatically.
👉 Contact your account manager to activate this option.
💡Lead collection is compatible with all CRMs via webhook integration.
Export your leads to an Excel file
Access your Partoo inbox by clicking the "Messages" icon represented by two chat bubbles, then click "Export my leads".
5. Activate lead collection
Click "Save" then activate lead collection by clicking the toggle (it turns green if not already done).
Jim can now automatically collect your leads in conversations! 🙌
How to track my leads on Partoo?
To track your leads on Partoo:
Access your Partoo inbox by clicking the "Messages" icon (represented by two chat bubbles);
Open filters by clicking "All";
Select "Leads" to show only conversations containing leads;
View collected information by clicking on each conversation.