> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bubblav.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Make Your Bot Collect Leads, Quotes & Reviews

> Configure your chatbot to handle "Get Free Quote", share review links, and collect leads

Most "can the bot do X?" questions are answered by three features working together: **Forms**, **Q\&A**, and **Integrations**. This page maps the most common requests to the exact setup steps.

<Note>
  Not sure where to start? You can also open the help assistant from the **question-mark icon** in the top menu of your dashboard and ask in plain English — e.g. *"How do I make the bot give customers a review link?"*
</Note>

***

## "I want the bot to handle 'Get Free Quote' requests"

Use a **Form** so the bot collects the visitor's details inside the chat instead of sending them elsewhere.

<Steps>
  <Step title="Open Forms">
    **Dashboard** → select your website → **Forms** → **Create Form**.
  </Step>

  <Step title="Name it 'Request a Quote'">
    Add the fields you need (e.g. Name, Email, Company, Service, Message).
  </Step>

  <Step title="Write the AI instruction">
    Use something like: *"Show this form when a visitor asks about pricing, a quote, an estimate, a free quote, or wants to discuss business terms."*
  </Step>

  <Step title="Save & enable">
    The bot will now offer the quote form automatically whenever the intent matches.
  </Step>
</Steps>

See [Forms](/user-guide/forms) for the full field list and the ready-made **Quote Requests** example.

<Note title="Send quotes to your CRM">
  Connect a [CRM & Marketing integration](/user-guide/integrations/attio) (Attio, HubSpot, Klaviyo) so every submitted quote becomes a lead in your pipeline automatically.
</Note>

***

## "I want the bot to give customers a review link"

Two simple options:

<CardGroup cols={2}>
  <Card title="Add a Q&A entry" href="/user-guide/knowledge/q-a">
    Best for a single review link. Add a Q\&A whose question covers review phrasings ("how do I leave a review", "review link", "rate my order") and whose answer contains the exact URL.
  </Card>

  <Card title="Use a Form" href="/user-guide/forms">
    Best when you want to collect the review content in-chat. Use the **Product Review** form example so the bot gathers feedback before linking out.
  </Card>
</CardGroup>

For the Q\&A approach, **Dashboard** → your website → **Knowledge** → **Q\&A** → **Add Q\&A**. Set:

* **Question:** *"How do I leave a review / where is the review link?"*
* **Answer:** *"We'd love your feedback! Leave a review here: [https://your-review-url.com](https://your-review-url.com)"*

***

## "I want the bot to collect email leads"

Combine a **Form** (to capture email + consent) with a **CRM & Marketing integration** (to sync the lead):

* Create a "Newsletter Signup" or "Contact Me" form with an Email field.
* Connect [HubSpot](/user-guide/integrations/hubspot), [Klaviyo](/user-guide/integrations/klaviyo), or [Attio](/user-guide/integrations/attio) so submissions flow into your marketing tool.

***

## Related configuration

<CardGroup cols={2}>
  <Card title="Train the bot on your content" href="/user-guide/knowledge/website-crawling">
    The bot answers from your website + knowledge base. Add pages, files, and Q\&A.
  </Card>

  <Card title="Change the bot's personality & answers" href="/user-guide/widget-design">
    Edit the greeting, tone, and persona in Widget Design. Add Q\&A for exact phrasings.
  </Card>

  <Card title="Install the widget" href="/user-guide/installation">
    Add the chatbot to your site with one script snippet — no coding required.
  </Card>

  <Card title="Hand off to a live agent" href="/user-guide/human-handoff">
    Route complex questions to your team with human handoff.
  </Card>
</CardGroup>

***

## Tips for reliable answers

* **Write Q\&A questions the way visitors actually ask** (e.g. "free quote", not "pricing enquiry form").
* **Keep answers short and actionable** — lead with the link or the next step.
* After adding Q\&A, give the bot a moment to index the new entry before testing.