As of 13 August 2026, AI can only partly qualify leads from your website live chat.

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 30 minutes until you can act on the result.

   How to actually do it

   1. Open your current website copy, FAQ, product or service information, price list and contact or booking details, then remove anything out of date.
   2. Write down the qualification rules in business terms, including the locations served, customer types accepted, budget or timing requirements, disqualifiers and cases that require a human.
   3. Define the hand-off routes in a table, with one named team or person for each type of enquiry and a separate route for complaints, uncertainty and urgent requests.
   4. Paste the source material, rules and routes into a chatbot with the prompt, then ask it to produce the flow, labels, hand-off summary and ten test messages.
   5. Compare every drafted answer, price, policy and routing rule against your live website and internal records, deleting anything the source material does not support.
   6. Run the ten tests plus recent anonymised chat examples through the proposed flow, checking that good leads are retained, poor fits are handled politely and unclear cases reach a human.
   7. Configure the approved questions, labels, hand-off message and human fallback in your live-chat system, then have a colleague monitor the first conversations and amend the rules when a decision is wrong.

   Prompt

   Design a live-chat lead-qualification flow for [BUSINESS NAME].
   
   Business and offer:
   [DESCRIBE WHAT YOU SELL, WHO BUYS IT, SERVICE AREA, PRICE RANGE IF RELEVANT, AND CURRENT AVAILABILITY]
   
   Qualification rules:
   [A LIST OF THE FACTS THAT MAKE AN ENQUIRY A GOOD, POSSIBLE OR POOR FIT]
   
   Questions the chat may ask:
   [LIST THE QUESTIONS AND ANY QUESTIONS IT MUST NOT ASK]
   
   Routing:
   [STATE WHICH TEAM OR PERSON SHOULD RECEIVE EACH TYPE OF ENQUIRY, AND WHAT COUNTS AS AN URGENT HAND-OFF]
   
   Source material:
   [PASTE YOUR CURRENT WEBSITE COPY, PRODUCT INFORMATION, FAQ, PRICE LIST AND CONTACT DETAILS]
   
   Create:
   1. A concise opening message.
   2. A question-by-question chat flow using plain UK English.
   3. A qualification label with clear rules for good fit, possible fit, poor fit and unclear cases.
   4. A short hand-off summary containing only information the visitor provided.
   5. A fallback message for uncertainty, refusal to answer, complaints or requests outside the supplied information.
   6. A test set of ten varied visitor messages, including ambiguous and unsuitable enquiries, with the expected label and route.
   
   Do not invent prices, availability, policies, customer facts or claims about our service. Do not present a guess as a qualification decision. Ask for only information needed for this flow, avoid sensitive personal data, and direct a visitor to a human when the rules do not resolve the case. Mark every statement that needs confirmation against the source material.

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