Challenges
To make Minniyo more than “just another chatbot,” we solved several high-impact problems:
- Making intake conversational and engaging: Traditional forms and chatbots feel impersonal. We needed a system that could capture personality, urgency, and intent in a single session.
- Converting visitors into qualified leads: The product had to automatically score, tag, and route leads so teams could act on the best prospects immediately
- Supporting complex workflows: Different industries require different question paths, document needs, and follow-up logic. The platform had to be flexible without becoming overwhelming.
- Keeping teams aligned: Intake data, pipeline updates, and lead handoff needed to happen in real time so teams could respond quickly and reliably
Solution & Key Features
Minniyo was built as a conversion-first workflow layer that combines intelligent capture with operational automation.
1. Video-First AI Chatbot
Visitors engage with an AI assistant that supports video prompts and delivers a richer intake experience than plain text. This helps the product stand out and increases visitor trust.
2. Dynamic, AI-Generated Intake Questions
The platform generates follow-up questions based on the visitor’s answers and use case. This creates a more personalized intake flow and boosts completion rates.
3. Automated Lead Scoring & Tagging
Lead intelligence is applied automatically. Minniyo evaluates responses, behavior, and industry attributes to score and tag prospects, so teams can focus on high-priority leads.
4. Built-In CRM with Drag-and-Drop Pipeline
Leads flow directly into a visual CRM pipeline. Teams can move opportunities through stages, review conversation history, and manage next steps without switching tools.
5. Multi-Step, Conditional Intake Logic
Minniyo supports conditional questions, branching flows, and multi-step journeys that adapt to each visitor’s situation, ensuring intake remains relevant and efficient.
6. Industry-Specific Workflows
The platform includes tailored experiences for legal, healthcare, and real estate, so each customer can deploy workflows that match their audience and compliance needs.
7. Real-Time Notifications
Users receive instant alerts when new leads are captured, high-value prospects are identified, or actions are required — enabling fast follow-up.
8. Strong Security with 2FA
Minniyo protects sensitive client and intake data with two-factor authentication and team-based access controls.
9. WordPress Plugin for Easy Deployment
A native WordPress plugin makes it easy to add Minniyo to existing websites, removing technical friction for marketers and business owners.
10. Team Management for Up to 10 Users
The product supports collaborative work with role-based access, shared pipelines, and inbox-style lead ownership.
11. Analytics Reporting
Reporting dashboards track lead performance, intake completion, chatbot engagement, and conversion trends so teams can optimize over time.
12. Customizable Chat Widget
A customizable embed widget allows businesses to keep the experience on-brand and integrate Minniyo seamlessly into any website.
13. Mini-Site for the Chatbot
Minniyo includes a dedicated mini-site option so businesses can launch the chatbot experience as a standalone landing page for lead capture, separate from the main website.
