Assessment chatbot

A quiz that scores itself. A verdict they can keep.

A quiz that scores itself. Every tapped answer adds points, the total lands the visitor on a personalised result — with a tailored CTA, a downloadable PDF, and a gated lead form. Built for consultants, advisors, agencies and anyone whose first pitch is a self-check.

Assessment mode on Essential and Pro. Free 14-day trial — no card needed.

A plugin shows a page. A PopABot assessment starts a conversation.

A standalone quiz plugin
  • Lives on its own page — if the visitor has a question off-script they leave and never come back
  • The "result" is a generic badge — same copy for everyone in the same bucket
  • Form is bolted to the end — the visitor already has their score, so they skip it
  • No follow-up conversation — the verdict is a dead end, not a starting point
A PopABot assessment
  • Runs inside the chat — off-script questions route to the AI, then the visitor returns to the assessment
  • Every result band has its own title, description, CTA and downloadable file — not one badge for everyone
  • Gate the result behind a short form — the score becomes the carrot, not the consolation prize
  • The CTA on each result band picks up right there — book a call, download a guide, get a tailored quote

Three things to set up. Then the bot does the scoring.

Start from any existing flow. Add scores to the buttons, define the bands, choose where the form goes.

1

Add a score to each button

Every button in the flow can carry a point value. A risky answer gets 0, a good one gets 3. The builder shows you the running max so you know the possible range at a glance.

2

Define your result bands

Each band has a min–max score range, a title, a description, an optional CTA button and an optional file to download. Ranges cannot overlap — the builder validates that before saving.

3

Choose where the form goes

Three placements: no form, form before the result (gated — your score is the reward), or form after the result (lower friction). Swap it any time without rebuilding the flow.

What the visitor actually sees

A live progress bar during the quiz. Then a per-band result screen with a score, a verdict, a CTA, an optional download, and an optional gated form — all written once per band and stitched to the matching score.

87

The score itself

A circular badge with the total. Makes the verdict concrete and shareable — "I scored 87 on the readiness check" is better than "I took a quiz".

A tailored verdict

Title and description written per band — so a high scorer gets different copy from a low scorer. You speak to where they actually are.

A CTA that fits the score

Each band has its own button label and link. A strong scorer books a strategy call; a weaker one gets a free 101 guide. No single CTA pretending to fit everyone.

A download that matches the verdict

Attach a different PDF per band — a 90-day action plan for mid-tier, a fix-priority shortlist for high scorers, a starter playbook for beginners. Generic templates feel useless after someone scored themselves; a band-specific next step does not.

A gated lead form

Optional: drop the form before the verdict, hide the score behind a custom gate message, and watch completion rates on your assessment become lead rates.

A live progress bar

A thin fill at the top of the chat shows how far through the assessment they are. Optional — turn it off for shorter or ungated quizzes.

What an assessment actually looks like

Four concrete builds. Each shows two scored questions, the running total, and the result card the visitor lands on.

Growth consultant
5 questions · 3 result bands · PDF per band
How often does your team review the numbers together?
Never +0
Monthly +2
Weekly +3
Do you have written quarterly goals everyone can see?
No +0
Informal ones +1
Yes, documented +3
9
Mid-tier — structure to tighten
You have rhythm but goals drift. A weekly review loop and written OKRs are your biggest leverage.
Insurance broker
7 questions · form before result · tailored quote CTA
Do you have dependents relying on your income?
No +0
One or two +2
Three or more +4
Does your current cover add up to 10× your income?
No +0
Not sure +1
Yes +3
Form before the result — email required to reveal
3
Gaps worth reviewing
2 areas where your current cover may fall short of what your dependents would need.
SEO agency
6 questions · 4 bands · band-specific fix list
When did you last refresh your title tags?
Never / don't know +0
Over a year ago +1
Within 6 months +3
Do your top pages have schema markup?
None +0
Some pages +1
All of them +3
10
Solid base — quick wins ahead
Foundations in place. 3 pages have high-ROI upgrade potential — schema rollout and internal linking.
Wellness coach
8 questions · 3 bands · booking CTA on high burnout
How rested do you feel in the morning?
Rarely +0
Sometimes +1
Most days +3
How often do you work past 8pm?
Most nights +0
A couple a week +1
Rarely +3
2
Red zone — let's talk
Sleep debt plus consistently late evenings. A 45-minute intro call would be a useful next step — no commitment.

Anyone whose first pitch is a self-check

Consultants & coaches

Readiness scores, maturity audits, capability checks. The score is the hook that turns an anonymous visitor into a discovery call.

Insurance & financial advisors

Coverage-gap checks, retirement-readiness scores, risk tolerance profiles. Gate the result behind a short form — the verdict is the reason they fill it in.

Agencies & freelancers

SEO audits, conversion-rate scorecards, brand-health checks. A free score beats a free "contact us" — and each band can end in a different call-to-action.

Wellness & health practitioners

Burnout checks, sleep-quality scores, habits audits. Gentle verdict copy per band. The higher-concern bands link straight into an intro call.

SaaS & B2B vendors

Fit scores, plan recommenders, maturity benchmarks. A visitor who scores "advanced" goes to the Pro trial — a "just starting" lands on the free tier page.

Tutors, trainers & course creators

Placement tests, level checks, "which course fits you" quizzes. The result recommends the right course — and the download is the syllabus.

The assessment never leaves the chat. Off-script question mid-quiz? The AI answers it from your knowledge base, then returns the visitor to the next question — score intact, progress preserved. No redirect. No "the form reset".

Before you build your first assessment

How is this different from a conversational funnel?

A funnel routes — each branch ends in a different place. An assessment scores — every button you tap adds points, and at the end the total is matched to one of your result bands. Same visitor, same questions, but the outcome is a personalised verdict with its own CTA and downloadable file, not a routed destination.

Can I show a downloadable PDF with the result?

Yes. Every result band can have its own file — a 90-day action plan for the mid scorers, a priority-fix shortlist for the high scorers, a starter playbook for beginners. Upload it once in the dashboard and attach it to the band. When the visitor lands on that result, they get a one-click download button in the chat.

Can I require an email before showing the result?

Yes. Choose a form placement — no form, form before the result, or form after the result. Before-result gating turns every completed assessment into a captured lead; after-result is lower friction. Your call, per assessment.

How many result bands can I set up?

As many as you need. Each band has a min and max score, a title, a description, an optional CTA button with its own link, and an optional downloadable file. The ranges must not overlap — the builder validates that for you before saving.

Which plans include assessment mode?

Assessment mode is included on Essential, Pro and Enterprise. It is not available on Starter. A 14-day free trial covers Pro features — no card needed.

Turn a free quiz into your best lead magnet.

Fourteen days free, no card. Score every answer, deliver a verdict, attach a PDF — and gate the reveal behind a form if you want every completed quiz to land in your inbox as a lead.

Get started free

Assessment mode on Essential and above. Embed anywhere. Cancel anytime.

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