Lead Capture Flow Demo

Lead Capture Flow Demo

A guided click flow that scopes the project type, timeline, contact details, and project need.

What this demo shows

• Starts with structured choices so the visitor does not face a blank input.
• Collects name, email, timeline, and project description in a predictable order.
• Creates a lead record with priority and source metadata for follow-up.

Try it

Open the Plan chat control on this page and run through one of these scenarios.

• Choose a business website, portal, automation, or not-sure path.
• Enter sample contact details and a short project description.
• Type a custom question at any point to test the AI fallback behavior.

How it is connected

This page is connected to the Plan chatbot document in Sanity, so the live page uses this specific assistant instead of a global default.

Back to Agentic and Pre-Built Chatbot Workflows.