Lead generationAll use cases

Leads qualified, sales pinged

The agent qualifies visitors against your ideal customer profile, writes the lead to your CRM with full context and pings sales in real time over Slack.

conveya.appinboxmartine
Martine
NovaWhatsAppWhatsApp
Live
Today · 12:15
Martine here, Operations Lead. What does your platform cost for 40 people?
For 40 users you are on Business. I will hand you to sales for a tailored proposal and note your company and team size now.
Delivered · 0.4 s
Reply to Martine…Send

24/7

Leads qualified

outside office hours and on weekends too

<5s

Sales ping in Slack

the moment the lead fits your ICP

0

Forms required

the agent asks what it needs in the chat

Qualify against your ICP, not a generic checklist

You define who counts as a good lead, and the agent tests every visitor against it live.

  • Asks company, role, team size and need in natural language
  • Weighs the answers against your ideal customer profile
  • A weak fit gets a helpful reply, not a false handoff to sales

New lead: Martine de Groot

Operations Lead at a logistics company, 40 staff

Qualified

Source

chat started at the Business plan

Pricing page

Fit

matches team size and sector

Strong

Question

tailored proposal requested

Price for 40 users
Full conversation context attached, so sales has nothing to chase down.

From chat to CRM to Slack, in one move

The moment the lead fits, the card sits in your CRM and sales sees the alert in Slack.

  • Contact and company created in HubSpot or Pipedrive
  • Conversation summary and fit read added as a note on the card
  • Instant alert in your sales team Slack channel

Slack: channel #sales-inbound

Nova passed on a qualified lead

Handed off

To CRM

contact, company and deal card

HubSpot

To sales

alert in #sales-inbound

Slack

Follow-up

owner assigned in the alert

Tailored proposal
One thread from first question to assigned deal, nothing slips through.

A view of your pipeline at the top of the funnel

You see which chats became leads, how well they fit and where they came from.

  • Overview of qualified versus deflected conversations
  • Fit spread by source, page and sector
  • Every conversation readable behind its lead in your CRM

Insight: leads this week

What came in at the top of the funnel

Live

Qualified

handed off to sales

Strong fit

Best source

highest share of strong fit

Pricing page

Deflected

answered well, not handed off

Weak fit
Sales talks to leads that fit, marketing sees which pages deliver them.

What it isn't

No empty promises

Not a replacement for your CRM. HubSpot or Pipedrive stays the source of truth, we write to it.

Not a cold pop-up form everyone dismisses. The agent only asks what the conversation needs.

Not a bot that flags every visitor as a hot lead. A weak fit stays a weak fit.

Works with the tools you already use

HubspotPipedriveSlack

FAQ

Frequently asked questions

No. Only conversations that fit your ideal customer profile go to Slack and the CRM. The rest get a helpful answer without loading your sales team.

The agent records what it has and files that as a lead in your CRM. Sales sees at once what is known and what is missing, so nobody starts from zero.

Ready to automate your customer contact?

Try Conveya for 30 days for €1. Set it up today, go live this afternoon, with your own knowledge and your own tools.

    AI agent for Lead generation | Conveya