Give your chatbot a job: gather details, qualify the lead, build the record as it talks

Your widget could answer questions. Now it can also get something done. An agenda is a set of objectives you give a bot - gather these details, qualify against these rules, then do this - that it pursues while it answers, rather than instead of answering. Start from a preset (Capture lead, Pre-qualify a lead, Book a meeting, Support triage) or build your own, and assign one or more to any bot. The behaviour is deliberately restrained, because a bot that interrogates people is a bot people close: it answers the visitor's actual question first and appends at most one follow-up question, it stays quiet for the opening turns so someone can say what they came to say, it never asks the same thing twice in a row, and it gives up on a question after a couple of tries and moves on. As it learns things it builds one record - not a new contact each time. The first identifying detail matches or creates the contact, and everything learned afterwards is added to that same record. It only ever fills fields that are empty: if a salesperson already typed a phone number, the bot won't replace it. And it can only write to the fields the agenda explicitly names, checked against your actual schema before it's allowed to go live, so an agenda can't quietly start writing somewhere you didn't intend. Most of what it extracts costs nothing - emails, phone numbers, links, amounts and menu choices are recognised outright, and only genuinely free-form answers use AI, and only when nothing else was found that turn. Qualification reuses the same condition builder as flows: score answers, set a threshold, and the visitor comes out qualified, disqualified, or - importantly - unknown. A lead is never binned for a question you never got round to asking. Qualifying, disqualifying and completing all fire automation triggers, so routing, notifications and follow-ups hang off them like anything else. Finally, agendas are versioned. You edit a draft and publish when ready; a conversation already underway keeps the rules it started with, so changing an agenda can never rewrite the terms mid-conversation. Publishing shows you exactly what's changing first, and because every past conversation still points at the version it ran under, you can always answer "what were the rules when this lead was qualified?"