Optimize your client onboarding process by simplifying quote requests for new leads and seamlessly collecting their contact information using Formless.

With Formless, you can effortlessly create a quote generator that addresses user inquiries about your solution while gathering crucial contact details. Let's walk through the process.

1

Create a conversation using the Raw editor. When initiating a new conversation, select the raw mode from the drop-down menu.

2

Instruct the AI with all the informations needed to calculate the quote.

• Start by defining what’s the main goal of the conversation, as in this case Create a quote generator. Specify the variables respondents should choose for obtaining the quote, and the AI will automatically generate multiple-choice options as needed.
• Include any additional information you wish to collect, such as name and email.
• Define the values for each variable, ensuring precision in listing all possible options. Providing an example of the calculation, including real numbers, can be beneficial.

This is an example from the conversation shared at the end of this article.

Create a quote generator based on three aspects:
1. Equipment type: standard, premium or platinum
2. Facillities type: in-house or outsourced
3. Business type: Startup, Protected industry, or none of the above.

Start by asking the name, and ask for the email at the end of the conversation, after providing the quote.

The quote is calculated as the price of equipment plus the price of facilities, and a discount calculated based on the business type.
Standard equipment price is $2000, Premium equipment price is $5000 and Platinum equipment price is $7000.
In-house facilities price is $5000, outsourced facilities price is $2000.
Startup get a discount of 20%, protected industries get a discount of 10%, the others do not get any discount.

Example of quote calculation.
Premium equipment in house for a startup will cost = $5000+$5000 and a discount of 20%. That's $10000 minus 20% equal to $8000. The quote will be equal to $8000

3

Create or customize your data schema. For more details on this feature, visit the Data Extractor article. This section is critical for structuring your data correctly and passing the relevant information to other applications, such as your CRM.

Data extraction

4

Ensure the AI is well-equipped to address queries by training it with snippets or information from your website. For detailed options on training the AI, refer to this article.

Train the AI