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Conversation Strategy

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.

Conversation Strategy
1
Greeting
2
Discovery
3
Qualification
4
Close

Discovery — Active Phase

Collecting: Budget, Timeline, Company size

Next trigger: When budget confirmed → move to Qualification

Budget Timeline Company size

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
👩‍💼

Anna Ferrari

Sales Director — 20-person B2B software company, Turin

“Our web chatbot was answering product questions, sure. But it 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 solved it

Anna defined a 4-phase strategy: greeting (set expectations), discovery (learn their needs), proposal (show fit), and close (book a demo). AnyDialog guided every visitor through these phases. The agent now asks qualifying questions naturally, and when the right moment arrives, it proposes a demo. Demo bookings increased 180% in the first month.

How it works

Five steps to a structured, scalable sales funnel.

01

Define your phases

Build a strategy: greeting → discovery → qualification → proposal → close. Add as many phases as you need.

Conversation Strategy
1
Greeting
2
Discovery
3
Qualification
4
Close

Discovery — Active Phase

Collecting: Budget, Timeline, Company size

Next trigger: When budget confirmed → move to Qualification

Budget Timeline Company size
02

Set goals and rules per phase

For discovery: "ask about budget and timeline". For proposal: "show top 3 features that match their needs".

Create Your AI Agent

Step 2 of 6

Communication Style

Professional & Friendly
Short
Medium
Detailed
Auto-detect
Next Step →
03

Agent guides conversations automatically

The agent knows which phase you're in and steers the conversation toward your goals.

AI Agent Online
We are a team of 25 and need something for client onboarding.
Onboarding automation is one of our strongest use cases for teams your size. To point you to the right plan, could you share roughly what your monthly budget looks like for this?
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Type a message...

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

Website
WhatsApp
Telegram
Voice
API
Public Link

Strategy on every plan

No extra cost for conversation strategy — it's included from day one.

Plan Price Custom Strategy
Starter
€49/mo
€39/mo annual (save 20%)
Get started
Professional
€149/mo
€119/mo annual (save 20%)
Get started
Business
€299/mo
€239/mo annual (save 20%)
Get started
Enterprise Recommended
€599/mo
€479/mo annual (save 20%)
Get started

Turn random chats into structured funnels.

Build your first strategy in 10 minutes. Start converting visitors immediately.