• Overview
• Use Cases
• Implementation Options

 

Overview

BookIt for Forms Users can extend the power of BookIt to the chatbot on your website, allowing you to configure your chatbot from providers such as Qualified and Drift to collect visitor information, which LeanData can use to present a booking page for the right rep. Leverage the New Chat Prospect Trigger node within the BookIt for Forms FlowBuilder to customize your scheduling logic based on your unique business needs. 

Please note: we currently have guides available on our help center that walk through the setup for Qualified and HubSpot Chat. If you would like to set up a different chatbot provider, please contact LeanData Support. 

 

Use Cases

• Use Chat Data to Improve Assignments: Automatically assign the very best rep, referencing contextual chat data stored by your chat provider (e.g. Name, Email, Industry, Product Interest, Zip Code, and more!) to enhance decisions made in your scheduling automation. 
• Deliver Consistent Experiences: Provide a seamless, on-brand scheduling experience across your channels! Manage your scheduling logic for webforms and chat in one place, and ensure consistent messaging across your confirmation emails, invites, reminders, and more! 
• Report on Scheduled Meetings: With all of BookIt’s reporting capabilities at your fingertips, immediately start reporting on scheduling outcomes and provide clearer visibility into meeting metrics driven by your automated chat scheduling.  

Implementation Options

Depending on the chatbot provider, there are up to three different ways that you can choose to direct your chat visitors to book with one of your reps:

• Landing Page: This option will redirect visitors to a landing page on your website that will host the Booking page in an iframe. This option allows you to maintain the experience on your company's website with your own Landing Page URL.
• Smart Booking Link: This option will create and provide your visitors a link that will take them to a booking page hosted by app.leandata.com, where they can book a meeting with the appropriate rep.
• Popup: This option will surface the booking page as a popup modal directly on the page that is hosting your chatbot. Your visitors will be able to schedule a meeting on the same page as the chatbot.

To get started, please see the guides for one following chat providers:

• Qualified - Popup Implementation
• HubSpot - Smart Booking Link Implementation
• Intercom - Smart Booking Link

 

For other chat providers, please contact LeanData support to begin your setup.