What a visitor experiences on a lead flow's form

Steps

1. The visitor opens the form and enters Your name, Phone and Email.
2. They tick the box that says an AI agent from your company will call this number after the demo. Without it, the demo does not start.
3. They press Continue to the demo and play a sample call with a fictional business to the end.
4. Within a minute the AI agent calls. It says first that it is an AI agent calling from your company about the demo, and asks how the demo was.
5. Then it checks their details: it reads back their name, their phone number digit by digit and their email letter by letter, and asks for their company name. If something is wrong, they say the right value and the AI reads it back once more.
6. It asks what they would like their own call agent to do, then whether they would like a more detailed onboarding call or setup help. A yes is put through to your transfer number; with no number, the AI says someone will follow up.

Troubleshooting

Tips

• The form shows in the visitor's language, and the call is in that language unless the flow sets a Call language.

Good to know

• The call is short and ends by itself at the flow's call limit.
• A real end-to-end call on a live phone has not been verified yet.

Related how-tos

• Review and follow up website leads See every visitor who played a flow's demo, how the AI call ended, and what they want their call agent to do, in their own words.