LeadWin · Instructions
Your LeadWin agent qualifies leads by your sales rules.
In plain sentences, you decide which questions the agent asks, which price range it quotes and when it offers a first call.
What this helps you do
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Leads with clear needs
the agent asks about the service, timeline or budget before your sales team takes over.
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Price questions answered in the chat
from your cost structure the agent gives a realistic range and offers a first meeting for details.
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No tech project
you don’t build conversation flows or touch any code.
Interactive example
One sentence steers the conversation toward an inquiry.
The agent answers the same visitor question differently depending on your instruction: with a customer review, a targeted follow-up question or a first call.
When asked about our experience, show a matching customer review.
For digitization projects, first ask which accounting software they use. Ask one question at a time.
When interest is concrete, offer a free first call with James. Briefly say what the call will cover.
James Carter
Free first call
Available times
Example with fictional data and prepared answers. You test your own LeadWin agent in the live preview in the dashboard.
How you steer the agent
The agent sells by default, you set the focus.
Trust grows before the agent offers contact
Every LeadWin agent works in two stages. First it builds trust, then, once interest is real, it offers an inquiry or an appointment.
- When the topic fits, the agent shows reviews, pages from your website and social media posts, plus case studies with a Feedbax profile.
- Person cards introduce the right contact from your team. That way the visitor knows who they will talk to before the appointment.
- When interest is concrete, it offers exactly one next step: an inquiry or an appointment. It respects a clear no.
Emphasize our experience with Microsoft 365 for mid-sized companies. We don’t take on projects under €5,000. Say so openly, then ask about the project.
Form of address: Informal (friendly)
Gladly!
Our focus is Microsoft 365 for mid-sized companies.
We take on projects from €5,000. What exactly are you planning?
The agent highlights what you want to sell
You write down which services the agent highlights and which requests are not a fit. It gets these rules in every conversation.
- Up to 2,000 characters of plain text. If you set a minimum budget, the agent says so openly before your team invests any time.
- Choose casual, friendly or formal address for every answer and speech bubble. Other languages use the matching form.
- The agent’s safety rules always stay active, whatever the instructions say.
Visitors see the price range in the chat
You add hourly rates, packages and terms. From these, the agent gives a cost estimate when asked. Whoever books a first call already knows the range.
- If the price depends on scope, you add ranges and what drives them. The agent then also places requests that don’t fit any package.
- If your price list is already on your website or in a PDF, LeadWin suggests the text from it.
- The agent does not negotiate prices. If a visitor pushes, it offers a first call.
Custom kitchens
ExampleFitted kitchen made to measure: €12,000 to €25,000, depending on size and materials
Measuring and planning: €350, credited against the order
Removal and disposal of the old kitchen: flat €490
“What does a new kitchen of about 12 m² cost?”
News
Until March 31, every website relaunch comes with a free concept workshop. We are fully booked in April.
When a promotion ends, you delete the entry. From the next message on, the agent no longer mentions it.
Promotions reach visitors at the right moment
You add what applies right now. The agent mentions it in the conversation as soon as it fits a visitor’s question.
- For promotions, fully booked weeks or company holidays, in up to 2,000 characters.
- The promotion becomes the hook: the agent then asks about the project and, if there is interest, offers an inquiry or an appointment.
- Here too, LeadWin suggests the text from your website or a PDF on request.
Frequently asked questions
What do I set with instructions?
You set the tone the agent answers in, which focus areas it stresses, which questions it asks first and which inquiries don’t fit, for example below a minimum budget. You choose the form of address on its own card, prices in the Cost structure tab. You set up knowledge sources and booking in their own areas.
Which prices does the agent mention?
It mentions the prices from your cost structure, as guidance and not as a binding quote. With a Feedbax profile, the hourly rate and minimum budget from the profile are included too. It doesn’t negotiate prices and suggests a first meeting for detailed questions. You test important questions beforehand in the live preview.
Does the agent address my visitors formally or informally?
You choose. In German that means casual du, polite Du or formal Sie, with the polite Du as the default. The form of address applies to every answer and every speech bubble, and other languages get the matching form, such as vous or u. Only this setting counts, not the wording of your instructions.
What happens when a visitor asks about a service that isn’t in my details?
The agent never promises anything that isn’t in your details. It passes the question on to you as a clarification request: it lands under Inquiries, and your team gets an email right away. That way you clarify directly with the visitor whether you offer it.
New rules apply from the next visitor message.
Write instructions, add prices, check them in the live preview. Test conversations don’t count toward your conversation allowance.
7-day free trial, no payment details