Every conversation
follows your playbook.
Define phases, goals, and data collection rules once. Your AI agent follows the playbook on every channel, with every visitor — turning random chats into a structured sales or support funnel.
Discovery — Active Phase
Collecting: Budget, Timeline, Company size
Next trigger: When budget confirmed → move to Qualification
Multi-phase conversation flow — from greeting to close.
From random chats to structured funnels
Without a strategy, conversations drift. With AnyDialog, every chat has a purpose and a destination.
Without AnyDialog
- ✗ Agent answers questions but never moves the conversation forward
- ✗ No structure — each conversation goes wherever the visitor takes it
- ✗ Important qualification data never gets collected
- ✗ No consistency across agents, shifts, or channels
With AnyDialog
- ✓ Every conversation progresses through defined stages: greet, qualify, propose, close
- ✓ Agent actively guides visitors toward your goal while answering their questions
- ✓ Critical data is collected at the right moment in the journey
- ✓ Same playbook runs on every channel — web, WhatsApp, API, voice
Example scenario
Industry: B2B software, ~20 people
A B2B software company had a web chatbot that answered product questions, sure — but never qualified anyone. Visitors would ask "how much does it cost?" and the agent would explain features. Nobody moved toward a demo or a call.
How AnyDialog solves this scenario
The team defines a 4-phase strategy: greeting (set expectations), discovery (learn their needs), proposal (show fit) and close (book a demo). AnyDialog guides every visitor through these phases. The agent asks qualifying questions naturally and, when the right moment arrives, proposes a demo. In scenarios like this demo bookings grow significantly within the first month.
How it works
Five steps to a structured, scalable sales funnel.
Define your phases
Build a strategy: greeting → discovery → qualification → proposal → close. Add as many phases as you need.
Discovery — Active Phase
Collecting: Budget, Timeline, Company size
Next trigger: When budget confirmed → move to Qualification
Set goals and rules per phase
For discovery: "ask about budget and timeline". For proposal: "show top 3 features that match their needs".
Step 2 of 6
Communication Style
Agent guides conversations automatically
The agent knows which phase you're in and steers the conversation toward your goals.
Key capabilities
Everything you need to structure conversations and convert them.
Visual phase builder
Drag-and-drop interface to define phases and transitions. No code needed.
Smart data collection
Collect required fields per phase — budget in discovery, decision timeline before closing.
Natural progression
Agent guides conversations smoothly without feeling robotic or pushy.
Phase conditions
Move to next phase only when specific conditions are met (e.g., "budget confirmed").
Per-channel playbooks
Run the same strategy across web, WhatsApp, API — with channel-specific adjustments.
Analytics per phase
See how many visitors reach each phase, where they drop off, conversion rates per stage.
This feature works on
Looking for how to guarantee deterministic actions, not how to structure the funnel?
Go to Workflow Builder: it's the visual canvas where you draw "if customer says X, the system runs Y" — API calls, escalations, bookings that always run with the same parameters.
When you need this
Turn random chats into structured funnels.
Build your first strategy in 10 minutes. Start converting visitors immediately.