Onboarding Bots

Qualify 100 leads
while you sleep.

Drag-and-drop Telegram bot flows that ask the right questions, send the right media, and drop qualified leads straight into your CRM. No code. No servers. No prompt engineering.

$19/month add-onUnlimited botsDrag-and-drop builderAuto CRM sync
How it works

Four steps, one pipeline.

Step 01

Connect a bot

Create a Telegram bot with @BotFather in 60 seconds. Paste the token into IBHQ. We handle webhooks, polling, and infrastructure.

Step 02

Build the flow

Drag text, choice, media, and info steps onto the canvas. Connect them. IBHQ renders the conversation exactly as your leads will see it.

Step 03

Test and publish

Built-in preview talks to your bot with your own Telegram account. Fix, tweak, ship. Zero deploy step.

Step 04

Leads flow in

Every conversation is stored. Qualified leads auto-sync to CRM with the full conversation as notes. You read the summary, not the whole log.

What makes it different

Built for how IBs actually work.

Branching flows, finally easy

Ask 'What do you trade?' and branch into forex flow, crypto flow, or stocks flow. Each branch can have its own welcome video, document, or next question.

Rich media steps

Send photos, videos, PDFs, voice notes, and documents as part of the flow. Your onboarding feels like a conversation with a senior IB, not a form.

Manual verification gate

Optional: require you (or a team member) to manually approve a lead before they continue past a certain step. Used by IBs with high-value KYC-heavy onboardings.

Instant CRM sync

When a lead completes or abandons the flow, a Celery task writes them directly to your CRM leads table with tags, custom fields, and the full conversation log.

Multi-bot, multi-tenant

Run 20 bots simultaneously — one per referral link, one per language, one per offer. Each lives in its own container; none affects the others.

Conversations preserved

Every message sent and received is logged. Search any conversation, reopen it, continue it. Leads don't feel like tickets; they feel like people.

FAQ

What IBs actually ask us.

Do I need to know how to code?+

No. If you can use a drag-and-drop tool like Figma or Notion, you can build a bot flow in IBHQ. Most IBs ship their first working bot in under 15 minutes.

What kinds of questions can I ask?+

Text inputs (free response), choice (multiple options with branching), media (send them a doc/video), info (pure text/instructions, no response needed). Most onboarding flows use 8–15 steps across these four types.

Can the bot answer questions in multiple languages?+

Yes — build one flow per language, or use our language-detect branch step that auto-routes to the right flow based on the lead's first message.

What happens if a lead goes silent?+

You set a timeout per step (e.g., 2 hours). If they don't respond, the lead gets tagged 'abandoned_at_step_3' in CRM, and our Drips module can auto-nudge them.

Is there a limit on how many leads the bot can handle?+

No — bots scale horizontally. A single onboarding bot has handled 8,000 simultaneous conversations in our internal tests without dropping messages.

Your first 100 leads.

Handled overnight.