Feature Deep Dive

Lead Capture & Qualification

How HoverBot identifies buying intent, collects contact information naturally, and syncs qualified leads to your CRM with structured field mapping.

Qualification Pipeline

visitor message
  → intent classification (support vs. buying vs. browsing)
  → if buying intent detected:
    → conversational data collection (budget, timeline, needs)
    → qualification scoring based on configured criteria
    → if score >= threshold:
      → lead.qualified event fires
      → CRM sync via webhook (HubSpot, Salesforce, custom)
      → optional: agent notification for hot leads

Intent Detection

HoverBot classifies visitor intent in real time to determine whether a conversation is support-oriented, purchase-oriented, or exploratory. This classification drives the response strategy:

IntentSignalsAction
BuyingPricing questions, demo requests, comparison queries, timeline mentionsActivate qualification flow, collect structured data
SupportHow-to questions, bug reports, account issuesResolve from knowledge base, escalate if needed
BrowsingGeneral information, feature exploration, casual questionsProvide helpful responses, surface relevant content

Conversational Data Collection

Unlike static forms, HoverBot collects qualification data naturally during the conversation. The chatbot asks relevant follow-up questions based on context rather than presenting a rigid form.

Captured fields

  • Email and phone (with PII masking applied)
  • Company name and size
  • Budget range
  • Timeline / urgency
  • Specific requirements or use case
  • Current solution (competitor intelligence)

Scoring criteria

  • Intent strength (demo request = high, browsing = low)
  • Data completeness (more fields = higher score)
  • Engagement depth (message count, session duration)
  • Budget fit (within target range)
  • Timeline urgency (immediate vs. future planning)
  • Company fit (size, industry match)

CRM Sync

When a visitor's qualification score crosses your configured threshold, HoverBot fires a lead.qualified event. This triggers webhook delivery to your CRM with structured field mapping.

{
  "event": "lead.qualified",
  "lead": {
    "email": "buyer@company.com",
    "qualificationScore": 85,
    "intent": "enterprise_demo",
    "fields": {
      "companySize": "100-500",
      "budget": "$50k-100k",
      "timeline": "Q2 2026",
      "currentSolution": "Intercom"
    },
    "conversationUrl": "https://app.hoverbot.ai/conversations/lead123"
  }
}

See the HubSpot, Salesforce, and Webhook API guides for full implementation details.

Lead Quality Metrics

  • Qualification rate: Percentage of conversations that produce a qualified lead
  • Score distribution: Histogram of qualification scores to calibrate thresholds
  • Field completeness: Average number of captured fields per qualified lead
  • Downstream conversion: CRM-reported conversion rate for chatbot-generated leads vs. other sources
  • False positive rate: Leads marked qualified that sales rejects, used to tune scoring