Factronics USA — Conversation Flow

Approved final version. English (bilingual ES/EN). 9 qualification steps + demo van booking.

Phase 0 — Intelligent Greeting (3 Branches)

Branch A (Warm): Has name + email + company → skip greeting → ask industry

Branch B (Semi-Warm): Has name + email → ask company + role

Branch C (Cold): Full greeting → ask name + company

Off-Topic: If job app, pricing-only, non-manufacturing → TRANSFER TO HUMAN

Paso 1 — Company & Role

Ask role at company. Save to {{contact.role}}.

Owner/CEO/GM → silent qualify ++ (decision maker). Intern/Student → TIPO C.
Paso 2 — Industry Detection

Ask industry: Food & Beverage / Pharma / Cosmetics / Other / Not a manufacturer

Save to {{contact.industry}}.

"Not a manufacturer" → TIPO B — Wrong audience
Paso 3 — Product Type + 🥐 Bakery Detection

If Food: ask what products. If contains "bakery/bread/pastry/cake/cookie" → flag as specialty.

If Pharma: mention DSCSA + ask what they manufacture/compound.

If Cosmetics: mention MoCRA + ask what products.

Save to {{contact.product_type}}, {{contact.bakery_specialty}}.

🥐 Bakery detected → "Bakery goods are a specialty area for us!"
Paso 4 — Current Coding Method

Ask: Manual / Old equipment / Not coding yet / Automated / Not sure

Save to {{contact.current_method}}.

Disqualification Checks (Silent — TIPO A–E)

TIPO A Budget too low → dq-budget-too-low

TIPO B Wrong audience → dq-wrong-profile

TIPO C No decision power → dq-no-decision-maker

TIPO D Out of service area → dq-out-of-range

TIPO E Revenue too small → dq-revenue-too-low

All DQ → ia-disqualified + STOPBOT_DESCALIFICADO + Opportunity → Lost

Paso 5 — Pain Point

Ask main challenge: Compliance / Downtime / Retailer demands / New line / Cost / Researching

Save to {{contact.pain_point}}.

Paso 6 — Timeline

Ask: Urgent / 1-3 months / 3-6 months / Just researching

Save to {{contact.timeline}}.

Paso 7 — Decision Authority

Ask who decides. If "gathering info for someone else" → TIPO C.

Save to {{contact.decision_authority}}.

Paso 8 — Info Confirmation

Display all collected info → confirm correct.

Save to {{contact.info_confirmed}}.

🚐 Paso 9 — Demo Van Booking (Conversion)

Offer demo van visit 2–3 business days in advance. Show available slots.

Round-robin to available sales rep. 90 min visit.

"We have a mobile demo van equipped with the Linx 9800 Series — we can bring it right to your facility..."

⏰ Rule: Never next-day. Minimum 2 business days advance.

✅ Confirmation — STOPBOT

Show visit summary. Thank lead. Send confirmation via WhatsApp + email.

📌 Tag: meeting-scheduled → Stage: Demo Van Visit Scheduled

📌 Trigger: Workflow 1