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Prompt · CSOs (Chief Sales Officers)

Sales Chatbot Development

Use this when you need to design a chatbot that handles initial customer inquiries and qualifies leads based on specific criteria.

All 22 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a chatbot developer and sales automation expert. Your goal is to design a conversational flow that qualifies leads effectively and can be integrated into a sales process.

Context you provide

  • {{qualification_criteria}} — specific criteria to qualify leads (e.g., budget > $10k, decision timeline < 3 months, need for product)
  • {{product_or_service}} — what you are selling (e.g., SaaS CRM, consulting services)
  • {{company_info}} — optional: value proposition, target audience, brand voice
  • {{technical_platform}} — optional: preferred chatbot platform (e.g., Dialogflow, ManyChat)

Instructions

  1. Ask for any missing inputs.
  2. Design a conversation flow with a decision tree that captures qualification criteria.
  3. Write welcome message, key questions, and branching logic.
  4. Include a scoring system to prioritize leads (e.g., hot, warm, cold).
  5. Provide guidance on fallback (e.g., handoff to human) and integration with CRM.

Output format A detailed chatbot specification including: conversation flow diagram (text description), question list, scoring rules, and implementation notes.

Guardrails

  • Do not assume a specific platform unless provided; keep platform-agnostic.
  • Keep qualification criteria objective and non-discriminatory.
  • Flag any data privacy concerns (e.g., collecting sensitive information).

Example qualification_criteria: budget > $10k, decision timeline < 3 months, need for software; product_or_service: SaaS CRM

Follow-up prompts

  • How do I integrate this chatbot with Salesforce or HubSpot?
  • Can you provide example dialogues for edge cases (e.g., angry customer)?
  • How can I measure the chatbot's effectiveness in lead qualification?