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  • CRM

Nutshell Launches AI Chatbot for Lead Generation


Nutshell Launches AI Chatbot for Lead Generation
  • by: Source Logo
  • |
  • October 1, 2025

Nutshell, the all-in-one AI-powered CRM for sales, marketing, and customer engagement, has launched its AI Chatbot, enabling businesses to transform website visitors into qualified leads with on-brand, instant responses. Trained on a company's own content, the chatbot answers queries, embeds the meeting scheduler, and auto-creates leads with full transcripts in Nutshell—streamlining follow-ups and accelerating the funnel.

Quick Intel

  • One-click training via website URLs and PDFs; no coding needed for instant knowledge base.
  • Customizable name, tone, response length, quick-replies, and topic boundaries for brand control.
  • Seamless handoffs to teammates with complete chat history to avoid repetition.
  • Automatically captures leads and logs transcripts, saving time for revenue teams.
  • Internal use at Nutshell (Shellbot) reduced support queues and boosted lead quality.
  • Free 14-day trial available; contact for demo or more details.

Streamlining Website Interactions to Conversions

Traditional chatbots often deliver generic replies, frustrating users and missing opportunities. Nutshell's AI Chatbot leverages proprietary content for accurate, contextual answers, integrating scheduling and lead creation to convert conversations instantly. "Businesses don't just need more traffic—they need more conversations that convert," said Chris Cain, Nutshell's VP of Product Development. "Nutshell's AI Chatbot uses your own content to deliver helpful, on-brand answers, book meetings in the moment, and create qualified leads automatically, so teams can focus on closing."

How the AI Chatbot Works

The feature deploys effortlessly:

  • Train in One Click: Upload URLs or PDFs to build a tailored knowledge base.
  • Engage Visitors: Prospects query the bot on-site, receiving precise responses and booking options.
  • Stay On-Brand: Fine-tune personality and scope to maintain voice and relevance.
  • Hand Off Seamlessly: Escalate to humans with full context preserved.
  • Accelerate Funnel: Auto-generate leads with transcripts for immediate rep action.

Will Gordon, Nutshell's Sr. Director of Marketing, shared: "We've been using our own AI Chatbot, Shellbot, on nutshell.com for a few months now. It's reduced our customer support queue and has been a great way for us to capture more quality leads for people looking for CRM, Sales, Marketing, and Engagement software!"

Nutshell's AI Chatbot empowers B2B teams to nurture leads proactively, turning passive traffic into active pipelines with minimal effort.

About Nutshell

Nutshell is the leading next-action sales B2B CRM that helps organizations work together to win more deals and grow their businesses. Nutshell's powerful, easy-to-use sales, marketing, and engagement software tells teams what's next at each stage of the sales cycle. Simple enough for any user and sophisticated enough for any company, Nutshell serves thousands of businesses across all industries, worldwide.

  • AI ChatbotLead GenerationSales CRMCustomer Engagement
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