Create contacts and leads from Smart Bot
Use Smart Bot to create or update contact details from a conversation.
When to use it
Use Smart Bot when you want a faster way to create a lead or update customer details while staying inside a chat-style interface.
Good data to capture
- Customer name.
- WhatsApp/mobile number.
- City, address, or service location if needed.
- Interest, product, or service required.
- Assigned staff member or follow-up date.
Important rule
Avoid overwriting confirmed customer numbers unless a staff member intentionally edits the contact.