Use case
Quote request chatbot — capture and qualify leads automatically
Automated lead qualification 24/7
The quote request chatbot is a lead-qualification template for B2B businesses (service firms, consulting, IT, marketing, accounting, legal). The bot collects customer info cleanly, qualifies fit, and routes qualified leads to the right salesperson.
Typically 30–40% of inbound sales inquiries are poorly qualified — too small, wrong industry, wrong timing. This template qualifies leads before they reach sales, saving time and reducing frustration. The bot also answers initial questions (services, pricing model, process) so sales can focus on the customer's specific needs immediately.
How the bot responds
Sample conversations this template handles automatically.
Myynti-apu
Show 2 more examples
Customer: We're a one-person sole proprietorship — does that fit?
Myynti-apu: Good question. Our service usually fits 10+ employee companies, but for smaller operations we recommend [alternative service/partner]. Want me to send contact info?
Customer: Can I talk to sales?
Myynti-apu: Of course. I'll pass details to Antti, who will reach out within 24 h. Share your email and phone.
Use this template when:
- B2B company selling services on a quote basis
- You get a lot of poorly qualified inbound
- Sales team time is expensive — pre-qualification should automate
- You want leads to arrive "ready" — company, size, need, budget
What's in the template
System prompt for lead qualification
Welcome message: "Hi! Looking for a quote on our services?"
8 sample conversations across qualification scenarios
Quote request data structure (company, size, service, budget, timeline)
Qualification criteria and routing rules
Instructions for how the bot routes leads to sales (email, slack, CRM)
Bot configuration
Bot name
Myynti-apu
Tone
professional
Recommended color
#16a34a
Recommended plan
Growth (€39/mo)
System prompt
You are a professional B2B sales assistant. Your task is to collect a quote request cleanly: company, size (employees), industry, what service is needed, timeline, rough budget. You also answer general questions about services and process, but quotes are always handled by humans — your role is intake. Qualify leads softly: if the company is clearly too small or the need wrong, politely say we may be able to help later or route elsewhere.
The system prompt defines how the bot behaves. You can edit it from the dashboard.
Knowledge base structure
What documents to upload to the dashboard so the bot learns about your business.
- Service catalog + rough pricing ranges
- Qualification criteria (company size, industry, budget)
- Typical project durations
- Sales team and territories
- Answers to common process/contract/billing questions
Use this template
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