LeadFlow AI Docs
Move from first contact to qualified lead action
LeadFlow AI is most useful when your lead capture process is treated as a real workflow: intake, conversation, qualification, scoring, and next-step routing.
Core Workflow
How the lead capture flow works
- A visitor enters the flow through a form, chat, or capture point
- LeadFlow AI gathers context or structured input
- The system evaluates the lead using scoring or qualification logic
- The lead is routed to the next action, destination, or owner
- Optional follow-up or CRM sync continues the workflow
Focus
What good capture looks like
- Clear entry points
- Useful questions, not too many
- Good signal quality from the lead
- Defined next step after qualification
- Clean handoff to the right system or person
Risk
What weak capture looks like
- Unclear conversation goals
- No real qualification model
- Too much friction at intake
- No ownership after the lead is captured
- Leads getting stored but not acted on
Best Practice
Design the next step first
Before building a capture flow, decide what should happen after a lead is classified. The strongest LeadFlow AI setups are built backward from the real business outcome you want.
Next Pages