Does The ChatBot Really Throw Away Conversations?

David Juilfs
David Juilfs Member Posts: 3 VERIFIED MEMBER
First Anniversary Photogenic
edited July 2023 in Sales CRM #1

My company has just recently found out that even if someone enters their name and phone number into the chat bot and you ask anymore questions after that you will lose the lead and all of that information if they decide to leave the chat. No notification will be sent and you will have no idea anyone has ever given you information.  Does anyone know how to get conversations sent to you even if the lead doesn't complete the chat? 

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  • Kreete K
    Kreete K Pipedrive Team Posts: 350 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments 25 Likes 5 Answers
    edited September 2021 #2

    Hi David! 

    Indeed this is a question of Leads getting qualified or not - Pipedrive will keep the data for qualified leads. Maybe, in this case, you can check the created playbook for the chatbot to understand if there is an earlier step where you could qualify Leads and save to your Pipedrive account? You can also reach out to our Support to see the specific account and playbook and gather some more ideas on that. 

  • Hossein Mohsenian_8278
    Hossein Mohsenian_8278 Member Posts: 77 VERIFIED MEMBER
    10 Comments Second Anniversary 5 Up Votes Name Dropper
    edited September 2021 #3

    Hi David, 

    If Chat-Bot set up is well structured, you may see the actual benefit into it. Cheers, Hoss.

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