How can I build a custom lead generation process?

You can build a custom lead gen flow by asking users specific questions and collecting structured answers.

There are two ways to do this, depending on your setup:

• Dispatcher flow → use Question Flow node
• Router flow → use Message + Validation nodes

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Option 1: Question Flow (recommended)

Use this if you want a guided, form-like experience.

How it works

• Questions are asked one by one
• Each answer is saved automatically
• User can review and confirm answers before submitting

What you can do

• Ask structured questions (name, email, phone, etc.)

• Extract & normalize data
  AI cleans answers into usable formats (e.g. proper email, full name)

• Validate answers with AI
  Re-ask questions if the answer doesn’t meet your criteria

• Add confirmation step
  User reviews all answers and can fix only what’s wrong

• Use collected data later
  All answers are passed to the next nodes in your flow

Best for

• Lead forms
• Booking requests
• Contact collection
• Any structured intake process

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Option 2: Message + Validation (Router flow)

Use this if you want more control step-by-step.

How it works

1. Message node → ask a question
2. Validation node → check the answer format
3. Repeat for each field you want to collect

Example

• Ask: “What is your email?”
• Validate: must be a valid email format
• Continue to next question

Best for

• Simple lead capture flows
• Custom logic between questions
• More flexible, manual control

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Important to know

• Question Flow is only available in Dispatcher flows
• Message + Validation is only available in Router flows

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Simple rule

Want a ready-made form experience? → Use Question Flow
Want step-by-step control? → Use Message + Validation