Dynamic AI-Powered Lead Qualification Form
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Streamline your sales process with an intelligent form that dynamically asks clarifying questions using AI. This workflow ensures you gather comprehensive lead information to boost conversion rates.
About This Workflow
This n8n workflow revolutionizes how you capture and qualify leads. It starts by collecting basic contact information through a user-friendly form. Then, it leverages the power of AI (OpenAI's GPT-4o-mini) to analyze the lead's business overview and dynamically generate targeted clarification questions. These questions are then presented back to the lead via a secondary form. Finally, the workflow parses the AI's analysis, filters out answered questions, and prepares the data for further sales engagement, ensuring no critical detail is missed.
Key Features
- AI-Driven Question Generation: Dynamically creates relevant follow-up questions based on initial lead input.
- Intelligent Lead Analysis: Utilizes AI to assess the completeness of answers and identify key information gaps.
- Customizable Forms: Easily define fields for initial contact and follow-up questions.
- Streamlined Sales Process: Automates the initial qualification steps, freeing up sales teams.
- Structured Data Output: Provides clear, actionable insights for sales representatives.
How To Use
- Configure Basic Information Form: Set up your initial 'Get Basic Information' form (Node ID:
4b2bbc17-0e74-499d-ac6f-6c94ce3eb5ee) with essential fields like Name, Company, Job Title, and Email. - Define Business Overview Prompt: Configure the 'Get Business Overview' form (Node ID:
b2eb9da9-571d-44ee-9944-a787f8d6cd50) to capture a detailed description of the prospect's situation and automation interest. - Connect OpenAI: Ensure your OpenAI credentials are set up and link the 'OpenAI Chat Model' node (Node ID:
5893c244-22b0-4699-a286-0ce121ccc427) with your API key. - Set Up Analysis Prompt: Customize the 'Analyse Response' node (Node ID:
a97d53ae-1649-4809-8793-5e4a815016cb) with your specific questions and instructions for the AI. - Define Output Schema: Configure the 'Structured Output Parser' node (Node ID:
123b688b-adae-4fe2-85cf-fc066175d96f) with your desired JSON schema for the AI's analysis. - Filter Unanswered Questions: Adjust the 'Remove Already Answered Questions' node (Node ID:
3a2d86a3-62ed-4003-a012-bfdabc9eafc8) to correctly filter based on the AI'shas_been_answeredfield. - Generate Clarification Form: The 'Clarification Questions' node (Node ID:
e7e333d4-42e5-4e6a-b78b-a3a45c31f37c) will dynamically present the remaining questions to the user. - Configure Completion Message: Customize the 'End Form' node (Node ID:
93c96c45-9512-46c2-9fe0-c4558b93e9d6) with a thank you message.
Apps Used
Workflow JSON
{
"id": "e5623307-852a-4cb9-80ac-3f85e9c830ef",
"name": "Dynamic AI-Powered Lead Qualification Form",
"nodes": 12,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: e5623307-852a...
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