Billing Plan: Lead stages are available on all plans. Bot Playbooks are a feature of the Premium plan and above. 


In this article, we'll cover:

• set up lead stages in a Bot Playbook
• utilize lead stages in our Pop Over Playbooks
• create a segment based on lead stage
• show lead stages in action

Using Lead Stages in Bot Playbooks

From within the visual builder, you can attach a lead stage to a prospect from any response (button or freely typed) or from within a Goal. 

Assigning a Lead Stage After a Visitor Response to a Question

In the builder, choose any of the nodes under the Visitor responses that you've configured for your Question nodes.

You'll see an option to Set lead stage. From here, you can select any existing lead stage you've created/used before, or type into the dropdown to create and set a new lead stage.

 

Setting a Lead Stage After a Skill

You can also set a lead stage depending on the output of a skill, such as as email capture or a phone capture.

Using Lead Stage Classification to Create Segments

Building segments off of lead stage classifications is an effective way to retarget visitors to receive email or chat Playbooks to groups of people with the same attributes.

Within the Contacts view, click Create Filter, then Attribute, thenLead Stage. Then, select your desired conditions, name your segment, and click Save as Segment.

 

Seeing Lead Stages in Action

"Lead Stage" classification in Contacts view:

Within the Contact Details view:

Still stuck? Reach out to Support.