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Automations Lead Qualification Agent

Lead Qualification Agent

An AI agent that greets prospects, asks the right questions, enriches firmographics, scores fit/intent, and books the right rep—writing everything back to your CRM.
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Convert inbound interest into qualified meetings —automatically

  • Adaptive question paths
  • Multi-language dialogs; notes in your primary CRM language
  • Policy-aware messaging (pricing/claims guardrails)
  • A/B testing for openers/questions; funnel analytics
  • Graceful disqualification with alternatives (self-serve/partners)

What it does

  • Conversational qualification — Adapts questions to page/source and answers.
  • Scoring & routing — Applies your ICP + behavior signals; assigns by territory/segment/rep.
  • Firmographic enrichment — Company size/industry/tech stack; maps to your picklists.
  • Calendar booking — Live availability, time zones, conferencing links.
  • Warm handoff — Escalates to live chat or alerts Slack/Teams for VIPs/complex cases.
  • Full CRM write-back — Creates/updates Lead/Contact/Account; attaches transcript and next steps.

Metrics

  • Speed-to-lead
  • QMR
  • Opportunity Creation
  • No-Show/Rebook Rate
  • Post-Meeting Disqualifications
  • Data Completeness
  • Uplift Vs. Baseline

Security

  • Least-Privilege CRM Scopes
  • Field-Level Mapping
  • PII Redaction
  • Audit Logs
  • GDPR/DPA alignment

Recommended playbooks

Sources

  • Pricing
  • ICP/routing matrices
  • use-case pages
  • product docs

Works with

  • Website chat, trials, contact forms, email replies
  • Salesforce, HubSpot, Pipedrive
  • Calendly/Google/Microsoft calendars
  • Slack/Teams
  • optional enrichment (Clearbit/ZoomInfo).

Implementation plan (30‑day pilot)

Connect & define (week 1)

  • CRM + calendar
  • import ICP tiers, territories
  • set tone & disqualifies.

Draft & simulate
(week 2)

  • Safe mode (no booking)
  • replay historical leads
  • tune scoring and scripts.

Go live (guardrails)
(week 3)

  • Enable auto-qualification + booking for eligible leads
  • VIP alerts.

Optimize
(week 4)

  • Review QMR & pipeline
  • tighten routing
  • expand surfaces.
Start a pilot sprint

Outcomes you can expect

  • Faster speed-to-lead & first response
  • Higher qualified meeting rate (QMR) & pipeline creation
  • Cleaner CRM data; fewer unqualified meetings
  • Reps focus on high-probability deals

Price & packaging

  • Pilot (30 days) with clear KPIs.
  • Standard: web chat + CRM write-back + basic scoring/routing + booking.
  • Pro: enrichment, multi-language, VIP alerts, A/B tests, advanced routing.
  • Enterprise: SSO/RBAC, custom objects/fields, regional routing, SLAs, hosting options.
Start a pilot sprint
Try the chat demo on our homepage or request a private preview with your redacted docs.

Example flows of our automation

Pricing visitor

2–3 targeted questions → enrich → score “A” → book AE → write Lead + Event + notes.

Trial signup

Capture use case/timeline → book CSM/AE based on potential → tag account.

Out-of-ICP

Provide self-serve/partner path → log Disqualified reason.

Share your ICP, top qualification questions, and CRM/calendar stack

We’ll propose a 30-day pilot with KPIs and go-live plan.
Start a pilot
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