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Peak Atlas

Peak Chat / Template · Qualification

Not every lead
needs your calendar.

For B2B service providers what counts is whether an enquiry fits the offer. This planned template checks your own criteria in conversation and suggests a meeting only when it fits. When it doesn't, the reply stays friendly.

For which occasion?

Change the greeting. The chat next to it reacts instantly.

Edit all texts and details ↗Test the chat directly ↗
Simulation with sample data
Chat · simulationPreview reacts instantly
Peak ChatSimulation with sample data

Hi! Two quick questions so I can help you properly.

Which company are you asking for, and when should the project start?

Use sample data only.

Stays in this browser. Nothing is sent, booked or saved.

Edit your draft in detailText, details & next action
01

Your draft

Make it yours.

Additional details

Name, e-mail and request are always included in this simulation.

JSON file for your local draft. Not an import into Peak Chat.

01 / Your criteria

You decide
what fits.

Company size, timing, request: you set the criteria. The chat only asks for them and makes no judgement of its own about people.

01 / The greetingYour current draft

A beginning
that fits the conversation.

Peak Chat · simulation
Hi! Two quick questions so I can help you properly.

Which company are you asking for, and when should the project start?

Greeting → Questions → Next step

Say openly why you ask a few questions.

02 / The questions
5visible details
01Name02E-mail03Request04Company05Preferred time
03 / The next stepText preview

And then?
A clear next action.

Simulated: a fit, meeting suggested for Wednesday.

Test it in the chat directly above.

02 / Three outcomes

Fits, fits later,
doesn't fit.

Every enquiry gets a clear next step. Choose an example and see how the reply differs.

Another example replaces the current demo draft.

  • 01 / FitsSelected

    The enquiry fits.

    Criteria met, a meeting is suggested.

    Fits

    „Hi! Two quick questions so I can help you properly.“

    5 details · Company + Preferred time
  • 02 / LaterSample draft

    Fits, but not now.

    Interest is there, timing still open.

    Later

    „Thanks for your interest.“

    4 details · Preferred time
  • 03 / Doesn't fitSample draft

    Help honestly.

    Enquiry outside the offer.

    Doesn't fit

    „Thanks for asking.“

    3 details · Only the basic details

03 / Move on deliberately

Clear criteria, friendly replies.

Write down your three most important criteria. With the qualification builder in the resources you can arrange them today.

Your context, your details and your next action — as one connected draft.

Please fill in the draft texts before you take them along.

Stays in this browser. Nothing is sent, booked or saved.

Frequently asked questions

Can I use the template in Peak Chat already?

No. Templates for Peak Chat are planned. Today you can only adjust a local preview of the conversation here and download it as a file.

Who sets the criteria?

You do. The chat is only meant to ask for your criteria. AI qualification is planned and will run through the Peak AI Gateway.

Is anything booked or sent in the preview?

No. The preview is a simulation in your browser. No appointment, e-mail, contact or tracking is created.

More in Peak Chat