Qualify Sales Leads With AI Chatbots

The to-do list from the article.

Confirm lead data maps correctly into every required CRM field, not just name and email.
Test the routing rule end-to-end: submit a fake "high score" answer set and confirm a rep is actually notified within minutes.
Set up a fallback path for leads who abandon the chat halfway through — don't just discard partial answers.
Verify mobile behavior separately from desktop; chat widgets often render or behave differently on a phone.
Assign clear ownership for who monitors bot conversations and CRM data quality after launch — someone has to own this, or it decays.

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