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SaaS Lead Qualification Chatbot

Qualify inbound visitors against your ICP automatically. Vatoo scores fit, captures contact details, and alerts the right rep in Slack with a CRM record created.

No codeWhite-labelPersona + Flow + Smart Form
Workflow previewExample

Step 01 · Trigger

"pricing" or "demo" intent detected

Step 02 · Questions

company size, use case, timeline

Step 03 · Condition

ICP match? branch hot or cold

Step 04 · Form

name, work email, phone

Step 05 · Webhook

create CRM record and post a Slack alert for hot leads

From the problem
to the fix

Sales teams waste hours on unqualified demo requests while genuine ICP-fit prospects wait for a reply.

Manual lead scoring is slow and inconsistent.

A sales persona engages pricing and demo intent.

The Flow Engine asks qualifying questions (company size, use case), branches hot or cold against ICP criteria, captures contact details via a Smart Form, and fires a webhook to the CRM plus a Slack alert for hot leads.

5 steps,
with clear handoffs

01 · Trigger

"pricing" or "demo" intent detected

02 · Questions

company size, use case, timeline

03 · Condition

ICP match? branch hot or cold

04 · Form

name, work email, phone

05 · Webhook

create CRM record and post a Slack alert for hot leads

What changes
in your workflow

Lead scoring

Automatic against ICP

With configured workflows

Rep time

Focused on hot leads

With configured workflows

Response speed

Instant Slack alert

With configured workflows

CRM hygiene

Auto-created records

With configured workflows

Built on Vatoo's engines

Use the AI Agents for answers from approved sources, Smart Forms for required details, and the Flow Engine for branches and handoffs. Connected actions depend on the APIs, permissions, and plan you configure. Test incomplete requests and failed actions before launch.

This is a public-facing deployment that engages prospects and customers directly on your website or app.

Workflow overviewRead more

SaaS Lead Qualification Chatbot is a no-code, white-label conversational agent built on Vatoo's persona, flow, and smart-form engines. Sales teams waste hours on unqualified demo requests while genuine ICP-fit prospects wait for a reply. Manual lead scoring is slow and inconsistent. With Vatoo, a sales persona engages pricing and demo intent. The Flow Engine asks qualifying questions (company size, use case), branches hot or cold against ICP criteria, captures contact details via a Smart Form, and fires a webhook to the CRM plus a Slack alert for hot leads.

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Watch a saas lead qualification chatbot run on your own content in a 30-minute demo.