Website chatbots for lead qualification

**Purpose**

1.1. Capture, qualify, and route prospective addiction treatment clients from website chat in real time.
1.2. Deliver instant, automated screening for addiction type, urgency, insurance, and intent.
1.3. Collect contact or insurance information for follow-up by clinical staff.
1.4. Triage risk cases, escalating where crises or urgent needs are disclosed.
1.5. Minimize manual workload and integrate directly with CRM and EHR systems.
1.6. Provide empathetic, always-on responses supporting sensitive mental health needs.
1.7. Ensure compliance with HIPAA and health data protection standards.

**Trigger Conditions**

2.1. Visitor opens or interacts with chat widget on any landing or main site page.
2.2. A new contact submits their first response or provides lead details in chat.
2.3. High-risk keywords detected (e.g., overdose, suicidal) in visitor’s messaging.
2.4. Returning visitor identified by browser fingerprint or cookie resumes chat.
2.5. Pre-set campaign UTM parameter, ad attribution, or referral code detected when chat starts.

**Platform Variants**

3.1. Drift
• Feature/Setting: Conversation API for lead qualification flows; configure playbooks to extract contact, insurance, and intent.
3.2. Intercom
• Feature/Setting: Custom Bot Workflows, use Qualification Rules API to assign lead score and escalate urgent cases.
3.3. Zendesk Chat
• Feature/Setting: Triggers for pre-chat forms; set up Webhook API to transmit captured data to backend CRM.
3.4. LiveChat
• Feature/Setting: BotEngine for scripted qualification; push identified leads to Salesforce via its API.
3.5. Tidio
• Feature/Setting: Automation Flows, connect with Zapier webhooks to sync chat data to EHR.
3.6. ManyChat
• Feature/Setting: Conditional branching in flows; gather addiction type and urgency using JSON API integration.
3.7. Chatfuel
• Feature/Setting: User attribute collection, escalate emergencies by sending real-time alerts via Webhook.
3.8. HubSpot Conversations
• Feature/Setting: Custom Chatflow with logic jumps; push to CRM Deal Pipeline using HubSpot API.
3.9. Freshchat
• Feature/Setting: IntelliAssign for prioritization; send structured lead records to Freshsales via REST API.
3.10. Crisp
• Feature/Setting: Bot automations with segmentation; post data to external systems using HTTP API plugin.
3.11. Olark
• Feature/Setting: CoPilot automation, auto-tag conversations and send POST requests for CRM sync.
3.12. Ada
• Feature/Setting: Advanced NLP intent detection; forward flagged crisis cases using Ada API SendNotification.
3.13. Landbot
• Feature/Setting: Visual builder for insurance data capture; POST to custom endpoint for triage.
3.14. SnapEngage
• Feature/Setting: BotBuilder, trigger Salesforce lead creation for qualified contacts via integration.
3.15. WhosOn
• Feature/Setting: Rules-based message routing; send real-time SMS notifications to on-call staff via Twilio API.
3.16. Genesys DX
• Feature/Setting: Dialog Engine for advanced lead screening; connect to Dynamics CRM through API.
3.17. Userlike
• Feature/Setting: Chatbot API for branching logic; send sensitive keyword alerts to Slack for clinical teams.
3.18. Pipedrive Web Visitors
• Feature/Setting: Conversation tracking triggers, auto-create deals for high-potential leads through Pipedrive API.
3.19. MobileMonkey
• Feature/Setting: Q&A triggers; push warm leads directly to treatment center’s SMS inbox via MobileMonkey API.
3.20. Bold360
• Feature/Setting: Automated chatbot rules; connect lead outcomes to Marketo for marketing nurture flows via API.
3.21. IBM Watson Assistant
• Feature/Setting: Advanced intent recognition; escalate critical intent to secure database via Watson API.
3.22. Salesforce Einstein Bots
• Feature/Setting: Guided dialog for qualification; write results to Service Cloud using Salesforce Data API.

**Benefits**

4.1. Streamlines initial intake and qualification, saving clinical resources for higher-risk clients.
4.2. Improves response time for website visitors, reducing lead drop-off.
4.3. Data-driven routing and escalation lower clinical risk in emergencies.
4.4. Direct integration to CRM/EHR eliminates manual data transfer and errors.
4.5. Provides always-available support, building trust with prospective clients in vulnerable moments.
4.6. Ensures routine pre-qualification, freeing up staff time for client care.
4.7. Supports compliance and auditability for sensitive health data.