As of 13 August 2026, AI can only partly qualify leads with a website chatbot.

What to actually do

1. Use a tool built for this

   The route this page recommends

2. Hand it to a person

   Second choice

   A person who owns the outcome does this end to end, worth it when the failure is dear.

3. Do it yourself

   The distant third

   A chat interface, power-user skill, and roughly 1 hour until you can act on the result.

   How to actually do it

   1. Open a document and write down your product or service, target customer, accepted locations, pricing range, buying timeline and the exact conditions that make a lead worth a sales call.
   2. Add the sales handoff details, including the person or team that receives leads, the response route and the cases that must go straight to a human.
   3. Paste those details into the prompt and ask the chatbot to produce the questions, routing rules, fallback messages and test table.
   4. Compare every generated fact, question and route against your current product information, price list and sales process, removing any invented claim or rule.
   5. Build the approved flow in Tidio Lyro or another website chatbot, add the human handoff and link to your current privacy notice before collecting visitor details.
   6. Run each scenario from the test table through the live preview, then ask a sales colleague to try additional borderline cases and correct any route that does not match your agreed qualification rules.

   Prompt

   Design a lead-qualification chatbot for [BUSINESS NAME], which sells [PRODUCT OR SERVICE] to [TARGET CUSTOMER].
   
   Use only the information below and do not invent prices, features, eligibility rules, customer examples or commitments.
   
   Business information:
   [PASTE PRODUCT, SERVICE, PRICE AND DELIVERY DETAILS]
   
   Our ideal customer:
   [PASTE INDUSTRY, COMPANY SIZE, LOCATION, USE CASE AND OTHER RELEVANT CRITERIA]
   
   A qualified lead must meet these rules:
   [PASTE REQUIRED BUDGET, NEED, TIMING, LOCATION, AUTHORITY OR OTHER RULES]
   
   A lead should be routed as follows:
   - Sales follow-up: [RULE]
   - Nurture or email follow-up: [RULE]
   - Not a fit: [RULE]
   - Human support: [RULE]
   
   Sales handoff details:
   [PASTE CALENDAR LINK, EMAIL, CRM OR OTHER HANDOFF METHOD]
   
   Create:
   1. A short opening message that states the chatbot is automated and offers a human handoff.
   2. The smallest set of questions needed to qualify the lead, with answer options where useful.
   3. A plain scoring or routing rule for every possible answer.
   4. Separate messages for sales follow-up, nurture, not-a-fit and human support.
   5. A list of facts the chatbot may state and a list of claims it must not make.
   6. A test table with at least ten realistic visitor scenarios, the expected route and the chatbot's proposed response.
   7. A short implementation checklist for a website chatbot.
   
   Ask for a human handoff instead of guessing when an answer is unclear, outside these rules or involves a complaint. Ask only for information needed for qualification, tell visitors how their information will be used in line with the business's privacy notice, and do not request sensitive personal data. Keep the tone plain and professional.

   Open it prefilled in ChatGPT or Claude, or copy it into Gemini, which takes no prefill link.