Sales /

4 Min read

All You Need To Know About Bot-o-mating Your Sales Process

June 21, 2020

Hardik Makadia

CEO, WotNot

Table of Contents

Unless you’ve been living under a rock, you know that chatbots are being increasingly implemented by businesses to increase lead generation, qualify leads, and convert more and more leads into customers. Companies across verticals are using chatbots for sales to automate the lead generation process, fix appointments with qualified leads, and to assist in closing sales.

But whichever part of your sales cycle you choose to automate, it is important to plan the implementation of chatbot. Let us have a look at the steps involved in designing your sales bot.

#1 Establish a Goal

The first step to designing a sales chatbot is establishing a goal. There has to be a clear purpose before setting up the sales chatbot. The chatbot for lead generation should be so designed that it aligns with your target audience. Market research before designing a sales chatbot is a must.It is essential to consider the nature of the business and the type of products or services that you offer.

For example, if your business serves people who are senior citizens, then you probably do not need a chatbot. Also, if you sell highly customized products or services, and your business does not exist online (because it doesn’t need to), then getting a chatbot is illogical.

#2 Design the Conversation

Once the use case is finalized, the next step is to design the crux of the bot – the conversation. The conversation should be polished to hit the right chord with your audience. It is important to have a crisp and error-free conversational tone for the chatbot.We have summarized the points that you need to follow when designing a conversation.

  1. Ask the right questions

    As a sales channel, your chatbot should be trained to gather information from your customers by asking the right set of questions. Preparing a list of questions you would ask a prospect if you were talking to them in person is an apt way to move forward.It is also important to keep in mind the chatbot should clearly state what it can help with so that the user has clear and realistic expectations while talking with the chatbot for lead generation. An open-ended question like ‘Hi, what can I help you with?’ will bring a number of vague and irrelevant questions that the bot is not trained to answer. Hence, clear expectations should be set.

  2. Exchange of information

    When interacting with prospects, your chatbot should be able to answer the queries arising from their end. As a sales chatbot, the primary focus should be on educating the prospect of your services by keeping in mind their requirements. Simply asking information from the user without providing any from your end is a complete put-off.

  3. Keep the messages short

    Remember it is not an email chain. Long messages are not appropriate for a channel like a chatbot. Keep the messages short and friendly.A more detailed article on designing conversation for chatbot can be found here.

#3 Select the Apt Platform

Your chatbot for lead generation is capable of conversing with the leads that come to your website or application. It is not capable of bringing people to your website. An important aspect of designing a chatbot for lead generation is choosing the medium where it will be placed.It is important to place the bot on a relevant platform where you get considerable traffic.

If your website has hundreds of users daily, whereas your application has weeks with zero traffic, it makes more sense to place the chatbot on the website. You can also have chatbots on Facebook Messenger. Messenger bots are the most preferred medium for the bot because finding prospects on Facebook is easier.

The appropriate medium leverages the bot to generate more qualifying leads.

For most of the businesses, some human assistance is needed during the sales cycle.

Thus, it is important to make the transition between a bot and human as seamless and coherent as possible.

A chatbot saves businesses time and money while getting more done in less time. Small business owners who cannot employ a large sales team can reap substantial benefits by automating their sales process with the help of chatbots.

We at WotNot offer customized chatbot solutions to suit your business needs. What’s more, you can have your chatbot ready in under an hour! Simply drop us a note at and we’ll take it from there.

Crush those sales figures with WotNot!


Hardik Makadia

CEO, WotNot

His leadership, pioneering vision, and relentless drive to innovate and disrupt has made WotNot a major player in the industry.

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