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Lead capture chatbot for qualification and booking

PepQuad is a lead capture chatbot built around qualification and booking: it answers first, collects the right details when intent appears, stores the transcript, alerts your team, and records the booking handoff.

  • Configurable capture fields
  • Transcript attached to every lead
  • Booking-click tracking

What this workflow does

Capture at the point of intent

Instead of opening with a form, the assistant can answer the visitor's question and move into capture when the conversation signals a request for a quote, appointment, contact, availability, or another concrete next step.

Collect the fields your workflow needs

Capture core contact information plus business-specific qualification answers. Required fields are gathered one at a time so the flow feels like a conversation rather than a long questionnaire.

Preserve the transcript

The lead record keeps what the visitor asked and how the assistant responded. Your team can see the need, urgency, and context before writing the first follow-up message.

Notify the team quickly

PepQuad can email the configured recipient when a new live lead is captured. The dashboard also provides a lead inbox for status, details, transcripts, and source context.

Hand ready leads to booking

Add your booking URL and show it after a successful capture. PepQuad records the click with the lead so your team can distinguish a captured contact from someone who also moved toward scheduling.

Review the whole conversion path

See the source page, qualification details, conversation, and booking activity together. That operational view makes it easier to improve the website content and follow-up questions that shape lead quality.

A practical path from website to lead

  1. 01

    Define a useful lead

    Decide which contact and qualification fields your team genuinely needs before it can follow up.

  2. 02

    Test trigger conversations

    Try both research questions and high-intent requests to confirm that capture happens at an appropriate moment.

  3. 03

    Verify alerts and booking

    Check the notification destination, transcript, lead record, booking URL, and recorded click before publishing.

  4. 04

    Review lead quality

    Use real transcripts to refine the website content and capture questions instead of adding more fields by default.

A fit for teams that need context, not just contact data

  • Sales and consultation leads
  • Quotes with qualification questions
  • Appointments with booking handoff
  • Multiple service or location enquiries
  • Paid landing-page traffic
  • Lean teams that follow up by email

Lead capture is only the start of the response

A chatbot can reduce friction and organize the first handoff, but it cannot make every visitor qualified or replace the team's follow-up. Keep capture questions proportionate, review transcripts, and respond while the enquiry is still current.

Why a fast first response matters

PepQuad’s product claims are based on the live workflow described above. This independent research supports the broader rationale for helping a prospective customer while their enquiry is still fresh.

Common questions

PepQuad connects website Q&A, intent detection, qualification questions, contact capture, transcript storage, lead alerts, and booking handoff in one visitor conversation.