Discovery artifact

Project: AI-powered lead qualification chat
Version: 1.0
Status: Final
Last updated: April 2026

The company website gets traffic but conversion to qualified leads is low. Visitors browse, maybe read a case study, then bounce. There’s no intelligent engagement—just a contact form that feels like shouting into a void. Build a conversational chat widget for the company landing page that serves as an acquisition channel: - Answers questions about the company’s services, expertise, and engagement models - Qualifies visitors (company size, needs, timeline, budget signals) - Captures lead information naturally through conversation (not forms) - Routes hot leads to sales in real-time - Provides value even to visitors who aren’t ready to buy (resources, insights) The chat should feel like talking to a knowledgeable company representative, not a generic chatbot. It should understand the company’s positioning (senior engineers, AI expertise, European timezone coverage) and articulate its value. Success metric: Chat becomes a top-3 lead source with higher qualification rate than form submissions.

Things to Consider

How do you balance helpfulness with lead capture? (Too salesy = bounces, too passive = no leads)
What qualification signals matter? (Company size, specific needs, timeline, previous AI attempts)
When does the bot hand off to a human? (Hot lead? Complex question? Explicit request?)
How do you handle competitors asking questions? (They will.)
What personality should the chat have? (Professional? Friendly? Technical?)
How do you handle pricing questions? (We don’t publish rates—what’s the right response?)
Should the chat know about specific case studies and reference them contextually?
How do you capture email/contact info without feeling like a form?
What happens outside business hours? (Still capture leads? Set expectations?)
How do you A/B test different approaches (proactive greeting vs. passive icon)?
How do you prevent the chat from becoming a support channel for existing clients?