Qualify + book
Structured questions, simple scoring rules, and calendar booking with confirmations.
- MVQ capture
- Hot/warm/cold routing
- Booking + reminders
WhatsApp Us
Book a demo / scope
AI LEAD QUALIFICATION AGENT • CHAT + WHATSAPP + PHONE • 24/7
Qualify, score, and book leads while you respond in seconds
Turn inbound enquiries into qualified appointments automatically. This agent asks the right questions (budget, urgency, area, requirements), auto-scores + routes leads, books meetings, and hands over to a human at the right time— while logging CRM notes + call/chat summaries.
Instant response (speed-to-lead)
Structured qualification
Auto-score + route
Auto-book + reminders
Human takeover
Live
00:00
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AI
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THE PROBLEM
Most leads aren’t “lost”—they’re neglected.
Inbound enquiries decay fast. If you respond late, ask weak questions, or fail to follow up, you spend money to generate leads—and then waste them.
Slow response
Leads go cold quickly. Your agent responds instantly—24/7—across chat, WhatsApp, and phone.
Inconsistent qualification
Sales teams ask different questions. The agent runs consistent discovery every time.
No routing, no follow-up
If nobody owns the lead, it stalls. The agent scores, routes, books, and triggers reminders automatically.
THE SOLUTION
A qualification engine—built for conversion.
Treat this as a workflow first (reliable scoring + routing + booking). The AI layer adds natural language, summarisation, and smooth human handover—without losing structure.
1) Engage instantly
Confirm intent in one turn: quote, booking, or info. Capture name + preferred channel.
2) Qualify properly
Ask the right questions: requirements, area, urgency, decision-maker, and budget band.
3) Score + route
Rules-first scoring: hot → sales now, warm → book, low-fit → nurture. No guessing.
4) Book + handover
Book meetings, send reminders, and hand over to a human at the right moment with context.
CHANNELS + CAPABILITIES
Chat, WhatsApp, and Phone—one consistent brain.
The goal is simple: capture the minimum qualifiers fast, then deepen only when needed. One lead profile, one scoring system, one clean handover.
Website Chat
- Instant triage: quote / book / info
- Progressive questions (don’t over-ask)
- Auto-escalate for high intent
- Capture structured CRM fields
WhatsApp
- High-conversion conversational intake
- Structured data capture (flows-style)
- In-window follow-ups + reminders
- Opt-in aware messaging
Phone
- Inbound AI receptionist
- Capture 3–6 key qualifiers fast
- Warm transfer to a human
- Call summary pushed to CRM
CRM Notes
- Auto-create/update lead record
- Field mapping + tags + owner routing
- Conversation summaries (clean + short)
- Next steps + reminders
Scoring + Analytics
- Rules-first scoring (auditable)
- Hot/warm/cold funnel visibility
- No-show rescue workflows
- Continuous conversion tuning
OUTCOMES
What improves when qualification is automated
When your discovery is consistent and your follow-up is automatic, sales teams spend time only on real opportunities. You get faster pipeline movement and fewer “dead” leads.
Speed-to-lead
Instant response across channels—so you engage before competitors do.
Higher quality pipeline
Auto-scoring filters noise and routes “hot” leads correctly.
Fewer no-shows
Auto-confirmations + reminders + prep notes reduce drop-offs.
Minimum qualifiers we capture (MVQ)
Enough to score + route + book—without interrogating the lead.
Use case / need
Area / location
Urgency / timeline
Budget band
Decision-maker
Consent + preference
ADVANCED OPTIONS
From MVP to enterprise-grade revenue ops
Start with a deterministic qualification flow (fast ROI), then add adaptive questions, omnichannel memory, and deeper routing/analytics as you scale.
One brain across channels
Chat ↔ WhatsApp ↔ Phone with one lead profile and consistent scoring.
- Channel switching
- Unified conversation history
- Consistent handover
Dynamic qualification
Ask fewer questions for high intent leads, more for uncertain leads—without losing structure.
- Adaptive question depth
- Intent + sentiment detection
- Escalation triggers
Assignment + SLA automation
Round-robin or territory routing, SLA timers, and escalation if sales doesn’t respond.
- Owner assignment rules
- SLA alerts
- No-show rescue
Phone receptionist + summaries
Capture key qualifiers by voice, warm transfer, and write a clean summary into CRM.
- Call routing
- Summary + next steps
- Appointment booking
Controls + compliance
Permissions, audit trails, approved messaging, and exception handling for teams.
- Role-based access
- Audit-friendly logs
- Safety guardrails
IMPLEMENTATION
Scope fast → build reliable → improve weekly.
We start with deterministic rules and structured capture, then layer in AI summarisation and channel nuance. No messy “chatbot guessing” for core routing logic.
1
DesignDefine qualifiers + scoring
MVQ fields, scoring rules, routing paths, and what triggers human takeover.
2
IntegrateConnect channels + CRM
Chat/WhatsApp/phone hooks, lead record creation, field mapping, summaries, owner routing.
3
LaunchBook + remind
Calendar booking, confirmations, reminder logic, and no-show recovery workflows.
4
OptimizeImprove conversion
Measure drop-offs, tighten questions, refine scoring, and scale to additional teams/regions.
FAQ
Questions about lead qualification agents
Clear answers so you know what you’re buying and why it converts.
We start with MVQ: need/use case, area/location, urgency/timeline, budget band, decision-maker, and consent + preferred contact method.
Then we only ask deeper questions if your scoring rules require it.
Rules-first scoring (auditable): points for fit (area, budget band, urgency, clear requirements, decision-maker) and deductions for mismatch.
Hot leads can trigger immediate escalation; warm leads get booked; low-fit leads go to a nurture path.
At the right time: high intent (hot score), complex edge cases, sensitive topics, or explicit “I want to speak to a person.”
The human receives the full summary + captured qualifiers (no re-asking basics).
Yes. The key is consistent MVQ capture + the same scoring logic across channels.
WhatsApp emphasizes structured capture + reminders; phone emphasizes short capture + fast routing + call summaries.
Send on WhatsApp: (1) what you sell, (2) your service area, (3) your top 5 qualifiers, (4) what counts as “hot”,
(5) which CRM/calendar you use, and (6) your handover rules. We’ll map the build and scope it fast.
Ready to automate your marketing, sales, and customer service?
We handle everything — from setup to support — with no tech skills needed, free training, and local SA-based assistance. Sell smarter and faster, with clients seeing a 30–50% increase in qualified leads.
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