Use cases
A visitor asking about a house move needs different questions from someone enquiring about a property. Use ChatLead to shape the first conversation around your business, collect the details that matter and leave your team in control of the next step.
These are suggested workflows, not customer case studies. Each needs the relevant questions, business information and channel configuration.
Start with the property or area that interests the visitor. Collect their buying or selling plans, budget range, timing and preferred contact method so an agent can follow up with context.
Human follow-up: The agent confirms availability, arranges inspections and provides property advice.
Ask what needs doing, the service area and the requested timing. A useful enquiry gives the business enough detail to decide whether to call back, inspect the job or prepare an estimate.
Human follow-up: Your team confirms the job scope, availability and price. An enquiry is not an emergency-service response.
Configure a quote-enquiry flow around pickup and destination areas, the preferred moving date, property size and access requirements. Ask one question at a time, then let the customer review their answers before sharing them.
Human follow-up: The removalist reviews access, inventory and availability before confirming a quote or booking.
Keep the initial enquiry focused on general service interest, preferred contact details and a callback request. Avoid asking visitors to disclose medical histories or other sensitive information in a general website enquiry.
Human follow-up: Staff handle suitability, clinical questions and appointment confirmation; this is not medical triage.
Help guests explain their intended dates, group size and general questions before the team responds. Configure approved business information for routine enquiries and make the next step clear when a person needs to check something.
Human follow-up: Your team or booking system confirms room availability, rates and reservations.
Plan each client's enquiry experience around that business's services, qualification questions and follow-up process. Keep business settings and recipient details separate instead of sending every enquiry into one shared inbox.
Human follow-up: Check the chosen plan and each business's setup before adding website or phone channels.
An illustrative configured enquiry flow. This is not a live conversation, a real customer result or an automatic booking.
Begin with the pickup and destination areas. Follow with the preferred date, property size and any stairs or access restrictions. The opt-in enquiry flow asks one configured question at a time rather than presenting a long form.
The customer reviews their answers and explicitly agrees to share their details. A completed submission is saved as a lead. A chat opening or a partially answered enquiry is not counted as a submitted quote request.
The team reviews the saved enquiry and contacts the customer to confirm the details. Email or SMS notifications require configured recipients and enabled delivery. A saved lead is not proof that a notification was delivered or a job was booked.
The configurable enquiry flow is an opt-in, structured question-and-answer experience. It is separate from open-ended AI chat. Agree the questions and consent wording, confirm who should receive the enquiry, and test a complete submission before directing customers to it. Some configuration may require setup support.
Website and phone channels have their own setup requirements. Phone availability depends on the supported country, number availability and any required verification. Connecting an enquiry channel does not automatically connect a booking calendar, guarantee a callback time or authorise the assistant to confirm prices.
Judge the result by useful enquiries and completed follow-up, not just how many times the chat opens. Start with one service and a small set of qualification questions, then adjust using the enquiries your business actually receives.
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