Document & Asset Collection Bot Template

The conversation, step by step

These are the messages and questions in the template as it comes. Words in brackets are filled in from your business details or from the visitor's earlier answers. A visitor sees only the steps that match the buttons they choose, and you can change any wording, add steps or remove them in the flow builder.

1. Time to gather your brand assets! This helps us create on-brand content and campaigns. Share links to what you have, and don't worry if you're missing some items.
2. Let's start with your logo. Do you have logo files you can share? Any format works (SVG, PNG, JPG, AI, EPS).
   • Share a Link to My Logo
   • I Don't Have Logo Files
3. Please share a link to your logo files (Google Drive, Dropbox, etc.) or describe where we can find them. The visitor types a reply.
4. Do you have brand guidelines or a style guide?
   • Yes - I'll Share It
   • No - Let Me Describe Our Brand
   • No Brand Guidelines
5. Please share a link to your brand guide. The visitor types a reply.
6. Let's capture your brand basics. What are your brand colors? (Include hex codes if you have them.) The visitor types a reply.
7. How would you describe your brand voice? (e.g., professional, friendly, playful, authoritative, luxury, down-to-earth) The visitor types a reply.
8. Do you have any additional assets to share? (product photos, team headshots, previous marketing materials, testimonials, videos) Share a link or describe what you have. The visitor types a reply.
9. The visitor is saved as a lead, tagged:
   • assets_collected
10. Thanks for sharing your brand assets! We'll organize everything and set up a shared folder for you within 24 hours. Questions? Reach out to [Account Manager Name] at [Agency Email].

What you get with each lead

Every lead this template collects appears in your Alma leads inbox with the answers the visitor gave and these tags, so you can sort and follow up: assets_collected. Alma emails you when a new lead arrives. On the Growth plan and up you can also send leads to other software through Zapier, and the Agency plan adds webhooks.

Questions your flow does not cover

A template answers the paths it was built for. To answer other questions in the visitor's own words, add AI answering for $25 a month: it replies from business information you provide as text, which the Alma team loads into your bot. The article on how a knowledge base chatbot works explains what to write.

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