This page will guide you how to interact with the bot, in order to create a new lead.

Take a look at Using Scout on how to start a conversation with the bot.


  1. To add a new lead, click on Add New Lead button.
    You'll be shown a button to Open Lead Form. Click on it.

  2. Fill out the form and click Continue.

  3. You'll see a confirmation screen.
    Click Close Window.

  4. You'll receive a Workplace Chat message from the bot.
    To confirm, click Submit Lead.

  5. You'll receive a confirmation message from the bot.
    You're all set!

What's next?