Need captured
Use Case
Capture lead intent before it disappears.
Use Trigz to ask the right questions, collect lead context, qualify interest, and route opportunities to the right next step.
Better lead contextFaster follow-upSmarter routingLess missed intent
Lead qualificationSales
Fit scored
Owner routed
Qualified lead readyVisitor intent becomes structured sales context.
See the use case Use case snapshot
The fastest way to understand the opportunity.
Primary teamSales and growth
First workflowLead capture and qualification
Recommended templateLead Capture Agent
Key channelsWebsite, landing pages, forms, email
Knowledge neededQualification questions, offer info, routing rules
Main metricQualified leads
The problem
Sales teams lose opportunities when visitor interest is not captured clearly.
Visitors often ask questions, compare options, or show interest without completing a form. Sales teams then receive incomplete context or miss the opportunity entirely.
Capability moment
A sales interaction should turn curiosity into qualified context.
Ask structured questions without forcing a long form.
Qualified lead ready
Visitor intent becomes structured sales context.
How Trigz solves it
Trigz turns visitor interest into structured next steps.
AI agents and automations work best when the request, knowledge, action, handoff, and measurement path are clear.
Engage visitors conversationally
Ask structured questions without forcing a long form.
Capture qualification context
Collect need, timeline, business type, budget range where appropriate, and contact details.
Route opportunities
Send qualified leads to the right owner or workflow.
Trigger follow-up
Create a next step, notification, or sales handoff.
Experience path
How sales works in practice.
A strong first launch starts with a clear request, moves through configured knowledge and actions, then improves as the team reviews real outcomes.
Visitor asks about fit, price, or service
Lead Capture Agent asks discovery questions
Contact and qualification details are captured
Intent is classified
Lead routes to sales or owner
Follow-up is triggered
Team measures lead quality and response speed
Recommended AI templates
AI templates to kickstart this use case.
Start from one AI template, then add adjacent templates once the first path is working.
Lead Capture Agent
Best first template for lead capture.
Qualification, required fields, and routing.View AI TemplateProduct Advisor
Useful when buyers need guided option selection.
Product or plan matching.View AI TemplateFAQ Assistant
Answers common sales questions before qualification.
FAQ answers and fallback.View AI TemplateInternal Ops Assistant
Routes sales follow-up work internally.
Tasks, ownership, and notifications.View AI TemplateROI impact model
Where sales teams can see measurable impact.
Use these targets as planning benchmarks, then compare them with qualified lead and conversion data after launch.
Expected value targets
Numbers to validate for Sales.
Use these as planning targets for the first pilot, then compare them with the results your team measures after launch.
more complete lead context
Target improvement in captured need, timeline, fit, and contact details.
first qualification response
Target time from visitor intent to the first question, answer, or routed next step.
higher opportunity quality
Target lift from better questions, routing rules, and handoff context.
Connections
Connect the channels, knowledge, and actions this use case needs.
The right setup depends on where the request starts and what should happen next.
Channels
WebsiteLanding pagesWeb chatFormsEmail
Knowledge
Product/service infoPricing guidanceQualification rules
Actions and integrations
Capture leadRoute ownerNotify salesCreate follow-up task
CRM or workflow systems may require API, webhook, or custom setup.
Human handoff and control
Keep humans involved when judgment matters.
Configure handoff before launch so the workflow is useful while keeping the right requests with people.
Handoff triggers
- Lead is high value
- Visitor asks pricing or implementation details
- Request needs human sales judgment
- Qualification is incomplete
- Custom requirement is mentioned
Control checklist
- Review connected knowledge
- Configure fallback
- Define workflow owner
- Test edge cases
- Monitor handoff rate
Metrics and dashboard
Measure what changes after launch.
Use the first dashboard to watch activity, handoff, completion, and knowledge gaps.
Getting started path
Launch one focused use case first.
Related use cases
Explore adjacent use cases.
FAQ
Common questions.
Can Trigz replace lead forms?
It can complement forms or create a conversational alternative.
Can it qualify leads?
Yes, using configured questions and routing rules.
Can it route to CRM?
CRM connectivity depends on available APIs, webhooks, and setup.
What should we measure first?
Qualified leads, completion rate, and follow-up speed.
Ready to capture better sales intent?
Start with lead capture, then connect qualification, routing, and follow-up workflows.