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.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- 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
- Ask for any missing inputs.
- Design a conversation flow with a decision tree that captures qualification criteria.
- Write welcome message, key questions, and branching logic.
- Include a scoring system to prioritize leads (e.g., hot, warm, cold).
- 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?