Lead Generation Chatbot - Appy Pie

How to Create a Lead Generation Chatbot

Prerna Pundir
By Prerna Pundir | Last Updated on May 13th, 2024 9:14 am | 6-min read

A lead generation chatbot can be a game-changer for your business, automating the process of qualifying prospects and capturing valuable information. But, how do you create an effective chatbot that produces real results? In this step-by-step guide, we'll show you how to make a chatbot for lead generation using Appy Pie, from setting up an account to designing and deploying your bot on your website. With these expert tips and best practices, you'll be well on your way to generating high-quality leads and growing your business.

How to Create a Lead Generation Bot Using Appy Pie

Step 1. Make an Account

Make an Account

Go to Appy Pie's chatbot builder, the best chatbot for lead generation, and sign up with your email if you're new, or simply log in if you already have an account. Once you're in, find and click the "Create Bot" button. A pop-up window will appear where you can give your brand-new chatbot a unique name.

Step 2. Select Inquiry Bot

Chatbot Selection Page

Choose the "Inquiry" category to create a lead generation chatbot. This category is ideal and perfect for chatbot that answer questions and share information. Once selected, click "Start Customization" to begin building your chatbot.

Edit flow

Click on “Edit Bot Flow.” This will take you to the chatbot builder interface, where you can personalize your bot's responses and functionalities.

Step 3. Build the Conversation Flow

Bot editor Screen

Now you can start building conversational flows using the visual editor. This editor allows you to create dialogue nodes representing the back-and-forth conversation between your chatbot and end users.

button block

The "Buttons" block is a quick and easy way to obtain this information by providing options as buttons instead of requiring typed answers. Use them for option selection and bifurcating the chat flow. You can add nodes such as date picker, get email, get name, get phone, and other such nodes to qualify your visitor into a lead.

Step 4. Design Your Bot

Customize Widget Design Screen

Click on “Design Customization” to change the appearance of your lead generation chatbot widget.

Step 5. Deloy Bot in Website

Setup & Embed chatbot

After designing and customizing the text, go to the "Set up" section to implement the bot's widget on your website. Simply click the copy icon to copy the code portion, then paste it into the section of each page of your website.

5 Essential Tips for Creating an Effective Lead Generation Chatbot

Creating a lead generation bot that brings real results requires careful planning and execution. To help you get started, we've compiled five essential tips to improve your chatbot's performance and maximize lead generation:

  1. Use clear and concise language
  2. When crafting your chatbot's responses, remember to keep the language clear, concise, and free of jargon. Aim for a conversational tone that's friendly and approachable. Avoid using overly technical terms or complex sentences that might confuse your users. Instead, focus on providing straightforward answers that address their questions and concerns.

  3. Use A/B testing to refine interactions
  4. Continuously refine your chatbot's performance by conducting A/B tests. Experiment with different conversation flows, messaging, and CTAs to see what resonates best with your audience. Analyze the results of your tests and make data-driven decisions to improve your chatbot's effectiveness in generating leads. If you want to learn more about it here is a beginner's guide to A/B testing

  5. Keep the conversation simple and intuitive
  6. Design your chatbot's conversation flow to be simple and intuitive. Guide users through the conversation by asking one question at a time and providing clear options for them to choose from. Use buttons or quick replies to make it easy for users to navigate the conversation and provide the necessary information.

  7. Personalize the user experience
  8. Make your chatbot more engaging by personalizing the user experience. Use the information you gather about the user, such as their name or interests, to customize the conversation and make it more relevant to their needs. This personalization can help build rapport and increase the likelihood of converting the user into a lead.

  9. Combine with CRM systems for smooth lead tracking
  10. A CRM software that helps businesses manage and analyze customer interactions and data throughout the customer lifecycle. By connecting your chatbot to your CRM, you can automatically sync the information collected by your chatbot, such as a lead's name, email address, and interests, with your CRM database.

Common Mistakes to Avoid When Creating a Lead Generation Chatbot

When creating a lead generation chatbot, it's easy to make mistakes that can hinder its effectiveness. To help you avoid these common pitfalls, we've identified some mistakes to watch out for and guided you on how to overcome them:

  1. Ignoring Mobile Optimization
  2. With the increasing use of mobile devices, ignoring mobile optimization can significantly impact your chatbot's performance. A chatbot that is not optimized for mobile screens or lacks a responsive design can frustrate users and lead to high abandonment rates. To avoid this mistake, design your chatbot with a mobile-first approach. Ensure that your chatbot's interface is responsive and adapts to different screen sizes. Optimize button sizes and placement for easy mobile interaction

  3. Not Handling User Errors and Exceptions
  4. Not handling user errors and exceptions can lead to a poor user experience and a lack of trust in your chatbot. Make sure to implement robust error handling and exception handling mechanisms to ensure that your chatbot can handle unexpected user inputs and errors. To avoid this mistake, anticipate common user errors or misunderstandings and plan appropriate responses. Provide clear guidance or suggestions when the chatbot doesn't understand a user's input. Offer the option to connect with a human representative if the chatbot is unable to assist.

  5. Failing to Set Clear Expectations
  6. Another mistake is not setting clear expectations about what happens after a user provides their contact information. If users are unsure about how their information will be used or what they can expect in terms of follow-up, they may be hesitant to engage with your chatbot. To avoid this mistake, explain how their data will be used and protected. Provide an estimated timeline for follow-up or next steps. Give users control over their communication preferences, such as email frequency or topic interests.


Creating a lead generation chatbot using Appy Pie can significantly enhance your business's ability to generate quality leads. By following the step-by-step guide provided, you can set up an account, select the right bot category, build a conversation flow, design your bot, and deploy it on your website. The tips and common mistakes outlined in this guide will further assist you in improving your chatbot's performance and avoiding pitfalls that could hinder its effectiveness. Remember, a well-designed chatbot that offers a personalized, intuitive, and error-free user experience can greatly improve your lead generation efforts and boost business growth. So, take the leap and start building your lead generation chatbot today!

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