Use case
Lead qualification built into the conversation
Configure qualification questions, capture the answers, and route a lead according to the criteria your team owns.
Definition
AI lead qualification is a conversational intake workflow that asks defined questions and records the answers needed for a next-step decision. The business remains responsible for the criteria and the resulting sales process.
What it can do
Ask consistent qualification questions.
Capture lead and conversation context.
Route the lead according to configured criteria.
How the workflow works
- 1Define the qualification criteria and required information.
- 2Build the questions and decision points into a pathway.
- 3Review the captured context before the next sales action.
Operational outcomes
- Consistent intake questions.
- Structured context for sales follow-up.
- A traceable path from conversation to routing decision.
Common questions
Who defines a qualified lead?
The business defines its qualification criteria and owns the decisions that follow.
Can the workflow branch on an answer?
Yes. Configured pathway decisions can use captured information to select the next step.
Is qualification the same as closing a sale?
No. Qualification collects and organizes decision context; the business controls its sales and approval process.