An AI lead qualification agent that scores every lead against your criteria
Sales teams lose hours to leads that were never going to buy, while the good ones wait in the same queue. A lead qualification agent asks the questions your team would ask, scores each lead against your criteria and flags the ones worth calling today.
The criteria are yours — budget, timeline, location, service, company size — and so is the scoring. The agent applies them consistently to every lead on every channel, and writes the result to your CRM.
Lead Qualification Agent: signs it is the right fit
- Salespeople spend first calls discovering the lead was never a fit.
- Hot leads wait in the same queue as tyre-kickers.
- Qualification depends on who happened to take the enquiry.
- Your CRM has no reliable field for lead quality.
Lead Qualification Agent: how it works, step by step
- 01
Define the criteria
We turn your team's qualifying questions and deal-breakers into a written scoring model you sign off.
- 02
Ask in conversation
The agent asks those questions naturally on whichever channel the lead used, not as a long form.
- 03
Score and prioritise
Each lead is scored against your model; high-priority leads trigger an alert to the right person.
- 04
Record and route
Scores, answers and reasons are written to the CRM, and leads are routed to sales, nurture or a polite close.
What it does in your business
- Scoring model
- Applies a scoring model you approve, so every lead is judged on the same criteria regardless of channel or time of day.
- Budget & fit
- Establishes budget, timeline and fit in conversation, and records the lead's own words alongside the score.
- Priority alerts
- Alerts the right person the moment a lead crosses your priority threshold, by Slack, email or CRM task.
Your team spends its hours on qualified pipeline.
Where a person takes over
High-scoring leads go straight to a salesperson with the conversation and score attached. Borderline leads can be flagged for a human decision rather than rejected automatically.
Connects with
- HubSpot
- GoHighLevel
- Slack
- Gmail
- Airtable
Plus your own systems through their APIs, or via n8n, Make or Zapier.
Guides on this topic
- AI AutomationWhat an AI SDR Tool Actually Does — and When a Small Business Needs OneAn AI SDR tool takes the first part of a sales development job: the reply, the qualifying questions and the booking. This article explains what that covers, what to look for in one and how to tell whether your business needs it yet.Read the guide
- Lead AutomationHow AI Lead Follow-Up Automation Stops Businesses From Losing Qualified LeadsMost businesses do not have a lead generation problem. They have a response and follow-up problem. Here is what an automated follow-up system actually does, where it helps, and where a person still needs to take over.Read the guide
Lead Qualification Agent questions
You do. We document your criteria and deal-breakers into a scoring model you approve, and you can change it after launch.
Only if you want it to. Many teams route low-fit leads to a nurture sequence and flag borderline ones for a person to review.
Into your CRM as fields on the contact or deal, with the answers that produced it, so your team can see why a lead scored the way it did.
Related solutions
Scope your Lead Qualification Agent
Tell us where your enquiries arrive, which tools you use and what you want automated. We come back with a scoped, written proposal.