What Is ICP Visitor Profiling?
ICP (Ideal Customer Profile) visitor profiling is the process of automatically extracting qualification data from chat conversations to determine how well a visitor matches your target customer. Okidoki.chat lets you define custom ICP templates with scored fields — like company size, budget, and use case — and the AI naturally gathers this information during the conversation, assigning each lead a quality score of Cold, Warm, Hot, or Qualified.
Defining Your ICP Template
In the Okidoki.chat dashboard you create a template with the fields that matter to your business — industry, team size, budget range, timeline, pain points. Each field carries a weight that contributes to the overall lead score.
How the AI Extracts ICP Data
The AI weaves qualifying questions into natural conversation. Instead of a rigid form, visitors share information organically. The AI parses responses in real time, filling in the ICP profile behind the scenes without disrupting the conversational flow.
Lead Quality Scoring
Based on ICP completeness and field scores, each visitor is tagged as Cold, Warm, Hot, or Qualified. Your sales team can filter the dashboard by score to focus on the highest-value leads first.
DISC Communication Style Matching
Beyond qualification data, the AI also analyzes communication style using the DISC framework. Knowing whether a lead is Dominant, Influential, Steady, or Conscientious helps your sales team tailor their follow-up approach.
Frequently Asked Questions
Does the visitor know they are being profiled?
The AI asks questions conversationally. Visitors experience a helpful chat, not an interrogation.
Can I change my ICP template later?
Yes. Templates can be updated at any time, and the AI will begin using the new fields immediately.
Which plan includes ICP profiling?
ICP visitor profiling is available on the Growth plan ($999/month) and Enterprise.
Does profiling work across WhatsApp and web chat?
Yes. ICP data is consolidated across all channels for each visitor.
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