WhatsApp chatbot template · no code
Lead qualification bot: ready-made WhatsApp bot design
Answer every new lead in seconds, find out who is serious and pass hot leads to sales with the answers already saved. Good for: Real estate, education, B2B, insurance, any business running ads.
ChatGPT
Claude
Perplexity
WhatsApp bot
Lead qualification bot
⚡ Automated
Hi Priya 👋 thanks for your enquiry! What are you looking for?⚡ Automated
Great! When are you planning to buy?The design
Build it step by step in the bot builder
| # | Bot step | What to set / message text |
|---|---|---|
| 1 | Trigger: On new lead (or On click-to-WhatsApp lead for ad traffic) | Starts for every brand-new contact. |
| 2 | Send interactive message (buttons) | “Hi {{field:name.first}} 👋 thanks for your enquiry! What are you looking for?” — buttons for your 2–3 main products. |
| 3 | Set attribute | Save the tapped answer to a custom field, e.g. Interest. |
| 4 | Send interactive message (buttons) | “When are you planning to buy?” — This month / In 3 months / Later. |
| 5 | Set attribute | Save the answer to a custom field, e.g. Timeline. |
| 6 | Condition | If Timeline = This month → hot path; otherwise → nurture path. |
| 7 | Hot path: Add tag + Assign agent | Tag “Hot lead” and assign the chat to a salesperson; send “Thanks! Our sales team will call you shortly.” |
| 8 | Nurture path: Add to broadcast | Add to a nurture broadcast group; send “Here's our brochure — reply anytime with questions.” |
Variables like {{field:name.first}} and {{attr:slug}} fill in the customer's details. Save, Validate, switch the bot Active and test from your own phone.
Tips
Make it work better
Tip 1
Keep it to 2–3 questions — every extra question loses people.
Tip 2
On click-to-WhatsApp leads, Ads Insights shows what each ad lead cost.
Tip 3
Track stages with a List custom field (New → Qualified → Won).
Build it in Lead Pattern
Bots → New Bot → pick the trigger → add the steps above on the visual canvas → connect them → save and activate. The Help Center explains every trigger and step.
Lead qualification bot FAQ
Can the bot assign hot leads to a specific salesperson?+
Yes. The Assign agent step hands the conversation to a team member, and tags show it as a hot lead in the inbox.
Can I greet ad leads differently?+
Yes. Use the On click-to-WhatsApp lead trigger so ad traffic gets its own greeting.
Do I need coding to build this bot?+
No. Lead Pattern's bot builder is a visual canvas — you click triggers and steps and connect them. Only the Call an API step needs your system's address.
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See the design →Build this bot on your number — free 14-day trial.
14-day free trial · No credit card · Free WhatsApp API setup