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Lead GenerationADVANCEDSYSTEMFeaturedqualificationscoringleads+2
🎯Lead Generation

Lead Qualification Quiz

0 uses12 steps15 min setup
Get this template

About

Qualify Leads Based on Needs

Interactive qualification quiz that assesses leads based on their needs, budget, and timeline to prioritize follow-up.

What This Template Does:

Asks strategic questions to understand the lead's requirements, budget range, and decision timeline. Routes qualified leads to appropriate next steps based on their answers.

Perfect For:

Sales qualification, lead scoring, pre-sales assessment, budget qualification, and timeline assessment.

Key Features:

  • Multi-question qualification flow
  • Budget and timeline assessment
  • Conditional routing based on qualification
  • High-quality lead identification

Customization Tips:

Adjust qualification criteria, customize budget ranges, modify timeline options, and update routing logic to match your sales process.

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📋

Lead Capture Form

Capture Lead Information

Professional lead capture form that collects essential contact information from potential customers.

What This Template Does:

Guides users through providing their contact details including name, email, phone, and company information. All data is automatically saved to their contact profile for future follow-up.

Perfect For:

Sales teams, marketing campaigns, contact forms, lead generation campaigns, event registrations, and initial customer outreach.

Key Features:

  • Collects full name, email, phone, and company
  • Automatic profile updates with collected data
  • Professional confirmation message
  • Ready for CRM integration
  • Uses system fields - no custom field setup required
🎬

Demo Request

Schedule Product Demo

Streamlined demo request flow that collects requirements and schedules product demonstrations with potential customers.

What This Template Does:

Guides prospects through requesting a product demo by collecting their information, understanding their needs, and providing scheduling options.

Perfect For:

SaaS products, B2B sales, product demonstrations, sales meetings, and consultation requests.

Key Features:

  • Collects contact information and company details
  • Understands specific demo requirements
  • Provides scheduling options
  • Professional confirmation flow

Customization Tips:

Update scheduling URL with your calendar link, customize demo types, adjust questions to match your product, and modify confirmation message.

🛍️

Conversational Commerce

AI-Driven Shopping Assistant

Transform online shopping into a personalized, conversational experience with an AI assistant that understands preferences and recommends products intelligently.

Perfect for:

  • E-commerce stores
  • Retail businesses
  • Product marketplaces
  • Fashion and lifestyle brands

Features:

  • Natural language product search
  • Personalized recommendations
  • Style and preference understanding
  • Product comparison assistance
  • Size and fit recommendations
  • Cart management through conversation
  • Order tracking and support

How it works:

Customer describes what they're looking for → AI understands preferences and style → provides personalized recommendations → assists with selection and purchase → offers post-purchase support.

AI Integration:

Uses AI_TEXT_CARD with product knowledge and recommendation engine. The AI learns customer preferences to provide increasingly personalized shopping experiences.

🏘️

Property Search

🏘️ Property Search

Advanced property search system with filters, preferences, and detailed property information.

Features:

  • Property type selection (Apartment, House, Condo)
  • Location and budget filtering
  • Bedroom and bathroom requirements
  • Amenity preferences
  • Property listings with details
  • Save searches and favorites

Perfect for:

Real estate agencies, property management companies, rental platforms helping clients find properties.

FAQ

Click the 'Get this template' button to create a copy in your account. You'll be able to customize every aspect of the flow including messages, conditions, timing, and integrations.
Yes! Once you use this template, it becomes your own flow. You can modify messages, add or remove steps, change conditions, adjust delays, and connect your own integrations.
This template works with Telegram and other channels supported by Wexio. You can also connect to external APIs, CRMs, and other third-party services.
No, you can use this template as many times as you want. Each use creates a new independent flow in your account that you can customize separately.

Browse all flow templates

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