Lead qualification
Qualify every lead the moment they get in touch.
The agent asks your qualifying questions, scores the answers and routes the lead: book a demo, schedule a follow-up, offer resources, or bring in a sales rep while the lead is still there.
MF
Mark FisherPricing page chat
LiveHow it works
How it runs
The main steps, in the order a customer meets them. You can change any of them in the flow builder.
- IntroConversationOpen the conversation and set expectations.
- Who they areExtract VariableName, company and role.
- What they needExtract VariableCore need, company size, timeline, budget range and decision authority.
- Qualification scoreLogic SplitBranch into hot, warm, nurture or not a fit.
- Next stepFunctionBook a demo, schedule a follow-up, offer resources or close politely.
- Transfer to salesCall TransferHot leads can go straight to a rep.
Setup
What you connect
- Your CRM or calendar API, imported as an OpenAPI spec
- A sales rep or team to hand hot leads to
- Your qualification criteria, written into the flow
Products
Where it runs
The same flow, knowledge and connections work on each of these channels.
Use cases
More use cases
Start with one and add more as you go.
Customer support Answer common questions from your own documents, at any hour.Appointments & bookings Check availability, then book, move or cancel in your booking system.Orders & requests Take orders and service requests and pass them to the right system.Routing & handover Recognise what the customer needs and bring in the right person with full context.Reminders & follow-ups Call customers ahead of appointments to confirm or reschedule.
See it working with your own customers.
Tell us how your customers reach you and what they ask most, and we'll show you this flow in your demo.