Lead Propensity Solution

In modern lead management, organizations face the challenge of dealing with vast amounts of unstructured data from website interactions. Without a systematic approach to analyze chatbot conversations, accurately gauging a lead’s true potential becomes difficult. This often results in a one-size-fits-all follow-up strategy, where sales teams waste valuable time on low-potential leads and lack the critical context needed for meaningful, relevant conversations, ultimately hindering cross-sell and upsell opportunities.

Our Digital Expert, built on Purple Fabric, revolutionizes user engagement by orchestrating a fluid conversation flow. The main agent acts as the central intelligence, managing the dialogue and determining when to deploy its specialized tools. The Intelligent User Discovery (AgentAsk Tool) goes beyond simple Q&A by using a sophisticated intent-finding knowledge base to guide users. It proactively prompts follow-up questions to uncover specific needs, leading users to the most relevant information and products. Once user needs are understood, the InfoGuide Agent is activated, accessing a comprehensive and up-to-date knowledge base of the bank’s products and services to provide accurate and detailed information.