LeadBot Autopilot - Chat-to-Lead for Salesforce

# LeadBot Autopilot - Chat-to-Lead for Salesforce ## Description - How It Works 1. **Greets & Guides:** Welcomes the visitor and collects info step-by-step - Full Name, Email, Mobile, Product Interest. 2. **Validates Inputs:** Checks email/phone formats; politely re-asks if invalid. 3. **De-dupe in Salesforce:** Looks up by email; updates an existing lead if found. 4. **Create/Update Lead:** Writes to Salesforce, including `ProductInterest__c`. 5. **Notify Instantly:** Sends a Slack alert to your team and a personalized email to the prospect. 6. **Close the Loop:** Confirms submission and ends the chat. ## Description - Set Up Steps (45-75 mins) - **Connect Credentials (20-30 mins):** Salesforce OAuth, OpenAI, Slack, SMP. - **Tune the Prompt (5-10 mins):** Greeting, field order, product options. - **Map Fields (10-15 mins):** Name split, email/phone, `ProductInterest__c`. - **Smoke Test (10-15 mins):** Run a full chat; verify de-dupe, Slack + email. - **Go Live (5-10 mins):** Expose the webhook/chat entry point on your site.