Services & B2B: Lead Gen + CRM + Booking

Lead generation chatbot that qualifies prospects and books meetings

Turn traffic into qualified opportunities. Ask discovery questions, collect contact details, route to the right sales rep, and schedule a call—automatically.

+32%More qualified leads

24/7After-hours capture

5 minGo-live setup

Start Free See a Demo

Free plan available • No live-chat seat fees • Fast install

Qualified lead

Call scheduled

ZNI Lead Assistant

Qualifies + routes instantly

Hi! What are you looking to achieve—more leads, bookings, or support deflection?

More leads. We’re a small team—can you qualify first?

Yes. I’ll ask a few questions, capture details, and book the right call.

Lead qualification flows with intent tags

Sales chatbot for website demos and consults

Routing rules by service, location, or team

Works for agencies, SaaS, coaching, and clinics

Real-estate friendly inquiry capture and follow-up

Go from chat to qualified lead—fast

Set your questions, define routing rules, and publish the widget on your site.

Create account

Create a free account on ZNI AI Chatbot.

Add website

Connect the domain where you want to capture leads.

Define questions

Set up discovery questions to qualify budget, timeline, and fit.

Train replies

Train answers on your pages so prospects get accurate information.

Publish widget

Embed the script and start capturing leads 24/7.

Qualify visitors before your team spends time

Use structured questions and AI understanding to capture high-intent prospects and reduce low-fit calls.

Discovery chats that feel natural

Prospects don’t fill long forms. The bot runs a guided conversation to understand needs, then sends the right next step—call, demo, or callback.

Runs structured qualification
Handles follow-ups smoothly
Captures key details

Different playbooks for different services

Adapt questions and messaging for a chatbot for small business website needs, or for specialized funnels like an AI chatbot for agency website inquiries. This also fits an ai chatbot for saas website trials, an ai chatbot for coaching website consults, and an ai chatbot for clinic website inquiries.

Routes by service type
Targets the right messaging
Improves conversion rates

Capture leads when your team is offline

Never lose an inbound inquiry again. Capture details and intent, then notify the right owner for follow-up.

24/7 lead capture
Instant replies to common questions
Escalation to a human when needed

Support multi-city and multi-language audiences

Useful for clinics, coaching programs, and global SaaS teams—auto-detect language and keep the conversation consistent.

Multi-language auto-detect
Consistent terminology
Great for diverse audiences

Qualify leads automatically (without sounding robotic)

Ask the right questions, tag intent, and create a lead record the moment someone engages.

Contact capture

Collects email/phone and company details inside the conversation.

Intent tagging

Tags conversations by service interest and urgency for faster follow-up.

Smart routing

Routes by territory, product line, or team rules.

Human escalation

Escalates to an agent when the prospect needs a deeper conversation.

Chat With Us • Request Call Back

Single view for every prospect and every touchpoint

Keep chat history, notes, and next steps tied to the same contact—ideal for sales teams that need context.

Auto-distribute leads so the first response happens fast.

Chat With Us • Request Call Back

CRM pipeline built for service sales

Track stages, tasks, and outcomes so opportunities don’t get lost between chats and calls.

Conversation timeline

See every chat and follow-up by contact.

Lead assignment

Assign to the right owner with routing rules.

Pipeline tasks

Create tasks and reminders automatically from chat intent.

Forecasting

Track pipeline health and conversion rates over time.

Lead capture widgets beyond the chatbot

Use exit intent, banners, and smart prompts to capture interest—then sync into your CRM automatically.

Exit-intent forms

Capture prospects before they leave your services page.

Offer bars

Promote consultations, audits, or limited-time offers.

Personalized prompts

Show the right CTA based on page intent.

Analytics

Measure which pages and prompts generate the best leads.

Reduce tool sprawl for lead generation

Replace separate chat, form builders, scheduling, and CRM connectors with one integrated workflow.

CRM

Keep every chat and lead in one pipeline.

Invoicing

Send quotes and invoices when deals progress.

Help Desk & Ticketing

Create tickets when a prospect needs support pre-sale.

Marketing Automation

Run follow-ups after chats, demos, or callbacks.

Why teams choose ZNI for services & B2B

Built for consultative sales cycles with qualification, routing, and CRM built in.

Made for small teams

Operate like a bigger team with automated qualification and routing. Learn more

Playbooks by vertical

Works for SaaS, agencies, coaching, clinics, and more. Learn more

Real estate ready

Capture property inquiries and schedule viewings or callbacks. Learn more

CRM + helpdesk in one

Track every touchpoint and support request in one platform. Learn more

Fast setup

Go live quickly without rebuilding your website. Learn more

Lead generation chat FAQs

Common questions about qualification flows, booking, and real estate use cases. If you’re comparing the best chatbot for lead generation on website traffic, start with a simple qualification flow and clear routing.

It asks guided discovery questions, captures contact details, and tags intent so your team can prioritize follow-ups.

Yes. You can route qualified prospects to a booking flow and capture the context needed for the call.

Yes. It can handle product/service questions, run qualification, and drive visitors toward a demo or consultation.

Yes. It can capture property inquiry details, tag intent, and trigger callbacks or scheduled viewings.