SMB Chatbot Playbook: From Intake to Handoff in 72 Hours
Published 2025-08-08
Goal: capture, qualify, and route leads 24/7 without adding headcount. Stack: ChatGPT Team/Claude Pro + web embed + Airtable/Sheets + Zapier/Make.
- Intake: floating chat; collect name, email, intent, budget.
- Qualify: 3–5 branching questions; tag hot → CRM.
- Answer: ground on FAQs/SOPs (vector/MCP connectors).
- Handoff: calendar for hot leads; ticket for support.
- Review: weekly transcripts → improve intents & guardrails.
Tip: Log every unknown intent and fix weekly.