The Botsplash Engagement & Conversion Assessment is an interactive tool designed to help you evaluate how effectively your team handles leads, engages customers, manages compliance, and converts inbound demand. It highlights key opportunities across your engagement workflow and provides tailored recommendations based on your responses.
The Quick Assessment is a short, high-level evaluation with six questions that provides directional insights and immediate recommendations. The Full Assessment is a more in-depth diagnostic with detailed scoring across multiple categories, offering more precise insights and feature alignment.
While the assessment is applicable across industries, it is especially relevant for organizations in regulated or high-intent environments such as mortgage, insurance, automotive, and B2B services.
Your responses are evaluated using a weighted scoring framework that identifies patterns across lead quality, response time, productivity, compliance, and inbound handling. The results reflect the goals and challenges implied by your answers.
Yes. All recommendations are directly aligned to the responses you provide. The tool does not surface generic suggestions; each insight and capability recommendation is tied back to your inputs.
The Quick Assessment provides high-level guidance, while the Full Assessment offers a more accurate and nuanced view due to additional context and scoring inputs. Both are designed to be practical and actionable.
Your results are intended to help you prioritize where to focus next, whether that’s improving speed-to-lead, increasing inbound coverage, reducing compliance risk, or boosting conversion efficiency. Many users choose to review their results with a Botsplash expert for deeper discussion.
No. This assessment provides guidance and insights based on best practices and common engagement challenges. It should not be considered a replacement for detailed operational audits or legal advice.
Botsplash provides an omnichannel engagement platform that supports intelligent routing, automated engagement, AI-assisted qualification, compliance controls, inbound voice coverage, and appointment scheduling. The assessment helps identify which capabilities are most relevant to your goals.
Yes. You can retake the assessment at any time to reflect changes in your processes, team structure, or engagement strategy.