Engage Website Visitors

What makes this a good chatbot?

Engage
This Fastlane playbook appears once someone has completed the form and offers the site visitor a fast track to their sales team.

Understand
The bot goes on to understand if the site visitor wants to chat now, book a meeting, or is all set. Since the site visitor has already filled out the form, the bot doesn't need to ask any qualifying questions. 

Recommend
The bot then drops a calendar or routes in a rep so the site visitor can connect with the team right away.

Interested in driving more qualified pipeline from your lead forms? You can learn more about Fastlane here.

What makes this a good chatbot?

Engage
Witty and cheeky - this hook engages the site visitor with a promise to delight them and find them the resource they need.

Understand
The bot goes on to understand what kind of resource the site visitor is looking for.

Recommend
Finally, the bot recommends a 15 minute demo with the Lessonly team - promising to show what Lessonly can do for them.

What makes this a good chatbot?

Engage
The bot starts with a hook designed to grab the visitor’s attention. “Want to hear something cool?” is open-ended and invites someone to explore without pressure.

Understand
The bot understands that someone could be on a blog page for a variety of reasons. They could be a future customer, but they could also just be exploring and educating themselves.

Recommend
Since the visitor has already expressed interest in reading one piece of content, the bot suggests signing up for the newsletter to receive more of that type of content in their inbox.

What makes this a good chatbot?

Engage
The bot is direct and asks the visitor if they would rather speak to a human than fill out the form.

Understand
Once the visitor has expressed interest in skipping the form the bot offers that option while also routing in a sales rep or alerting a known account owner.

Recommend
The primary CTA is to book time with the sales team, but there are options for those who are not yet ready to have that conversation.

What makes this a good chatbot?

Engage
The hook is direct and uses language that someone exploring the solutions page would understand and respond to.

Understand
Since the product/solution is complex, the bot understands that potential buyers will have a lot of questions that need to be answered.

Recommend
The bot recommends connecting directly with the sales team to get questions answered and offers two ways to do so – live chat and booking a meeting for a preferred time.

What makes this a good chatbot?

Engage
The bot is triggered by the visitor clicking on a button, such as “contact us.” Once they have taken an action, the bot starts with a hook the acknowledges their pain point.

Understand
The bot understands that the visitor is ready to speak to a human because they clicked the “contact us” button.

Recommend
Based on the strong intent from the visitor, the bot recommends an option that lets them quickly connect with sales.

What makes this a good chatbot?

Engage
The bot acknowledges that this is not the visitor’s first site visit, which is important for a successful retargeting experience.

Understand
The bot understands that a repeat visitor might be further along in their buying journey than a first-time visitor and designs the conversation accordingly – by making it easier to chat with sales.

Recommend
The bot recommends the primary CTA of speaking to a sales team member, capitalizing on a repeat visitor's increasing interest. For those who are “just browsing” it still offers to talk to the sales team as a secondary CTA.

What makes this a good chatbot?

Engage
The bot acknowledges that this is not the visitor’s first site visit, which is important for a successful retargeting experience.

Understand
The bot understands that a repeat visitor might be further along in their buying journey than a first-time visitor and designs the conversation accordingly – by making it easier to find more customized information.

Recommend
The bot recommends the primary CTA of speaking to a sales team member, capitalizing on a repeat visitor's increasing interest.

Want to build your own visitor retargeting playbook? This Drift Insider video will walk you through how to target and build your playbook.

What makes this a good chatbot?

Engage
An Engage All bot is designed for those visitors who might be on your first time or ones you are trying to learn more about. The bot keeps the hook simple and tries to learn what brought them to the website.

Understand
The bot understands that you shouldn’t try to recreate a multi-field form in the chat experience. It starts by asking the questions that most help qualify the visitor and asks more personal questions (like email) further down the conversation.

Recommend
The bot recommends next steps based on information the visitor shares about their own business, keeping it relevant, but not asking too much of them right off the bat.

What makes this a good chatbot?

Engage
The bot offers a clear way to avoid filling out the form and waiting for a response by offering a direct way to a human.

Understand
The bot understands the high intent of someone willing to fill out a form and share information with a company.

Recommend
Since the visitor has already done some research and is looking for more tailored solutions, the bot’s primary CTA is to set up some time with the sales team. For those who aren’t ready for a conversation yet, there are options to learn about more industries or continue browsing.

Need more inspiration on Contact Us bot hooks? We got you. Check out our Book of Hooks here. 📚

What makes this a good chatbot?

Engage
The hook is intriguing and invites the reader to start a conversation. The language is casual and in line with Brandwatch’s brand voice.

Understand
Once engaged, the bot tries to learn more about what a visitor to the site. In this case, since the visitor is on the blog page, it understands that they are looking to learn more and might appreciate additional resources.

Recommend
Once the visitor selects the “tell more more” option, there is a clear primary CTA to sign up for the blog newsletter. At every stage, there is an option to set up time to talk to a sales representative, making the buying process smooth and reducing friction.

What makes this a good chatbot?

Engage

When a site visitor lands on a pricing page, there are likely many questions they have as they navigate the page. PTC engages the buyer on this page by asking if there are questions they can help with. 

Understand
The bot understands what the site visitor is looking for and provides options for those with specific questions and those just browsing.

Recommend
PTC then recommends their team follow up with interested site visitors and provides more information for those not interested in a sales follow-up.

Learn how to build your own custom pricing page bot that targets high intent site visitors here.

What makes this a good chatbot?

Engage
This solution page bot engages the site visitor by addressing their needs and seeing if they have any questions about the solution.

Understand
Since the site visitor is on a solution page, they likely have done some research and know about PTC. This bot understands their intent and offers varying paths for them to learn more about the solution. 

Recommend
Once the bot understands what the site visitor is looking for, it recommends a primary CTA that matches their intent, such as speaking with sales or receiving additional resources over email.

PTC has engaged prospects in over 20,000 conversations. Check out their story here. 

What makes this a good chatbot?

Engage
This automation playbook engages the site visitor by recognizing they are returning to the site and uses that context to add humor stating, ‘things must be getting serious!’ 

Understand
This bot does a great job of understanding the return site visitor’s goals, offering 3 different journeys for varying intent. Additionally, the automation in this bot allows for the site visitor to type in anything they are interested in and automation responds accordingly.

Recommend
This bot (with the help of automation) recommends both chatting live or scheduling a meeting for those interested in speaking with sales, as well as providing backup CTAs for those not yet ready to chat.

Click here to learn how Okta doubled their conversion rate from MQL to SQL with AI.

What makes this a good chatbot?

Engage
Gong engages the website visitor with a cheeky hook that draws the site visitor in.

Understand
Once engaged, the bot asks the site visitor a few follow up questions to see why they are on the site and how the bot can best guide them in the right direction, as well as understanding if Gong is the right fit for them.

Recommend
Site visitors who are a good fit for Gong are recommended to chat with sales or book a meeting. Those who aren’t ready to book a meeting or need more information on Gong are guided towards best practice content.

Learn how to build an Engage All playbook step-by-step in our Playbook Basics Certification.

What makes this a good chatbot?

Engage
The hook engages website visitors by proposing a faster way to get in touch with their sales team.

Understand
The bot then becomes a tour guide, understanding what the site visitor is interested in and presenting options for them to learn more.

Recommend
After understanding the site visitor’s interests, the bot recommends either more content or a meeting with the Gong team.

Drift Tip: Always be sure to include a backup call to action in your bots. Not everyone is going to be ready to chat with sales. High-performing backup CTAs include subscribing to the blog, product sneak peek videos and relevant content.

What makes this a good chatbot?

Engage
The hook is compelling to the site visitor. It’s helping to remove a pain point the site visitor may be feeling and removing friction from the application process.

Understand
The bot goes on to tell the site visitor they will be asking a series of questions to determine if they are eligible for the offer outlined in the hook.

Recommend
After determining eligibility for their offer, Wake Forest recommends a meeting with their team.