Lead Qualification

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Overview

Lead qualification allows admins to use AI assistants to interact with potential customers by asking predefined questions based on triggers. The AI assistant collects data, assesses lead quality, and organizes leads for further action. By setting up lead qualification, admins can focus on high-potential leads while reducing repetitive tasks.

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Benefits of Lead Qualification

1. Efficient Lead Segmentation: Automatically qualify leads based on tailored criteria, such as industry or company size.
2. Improved Customer Experience: AI assistants remember previous interactions to avoid redundant questions.
3. Streamlined Campaigns: Use qualified leads to target specific audiences for outbound campaigns.
4. Data Management: Centralized access to customer responses and lead qualification details.

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Steps to Set Up Lead Qualification

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1. Access the Actions Tab

1. From the main dashboard, navigate to Agent Manager.
2. On the left sidebar, click on the Actions tab.
3. Select the Lead Qualification card to open the configuration options.

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2. Create a New Lead Qualification

1. Click on Create Lead Qualification if no qualification exists.

2. Fill in the form fields to configure the action:

   • Name: Input the name for the lead qualification (e.g., “Enterprise Leads”).
   • Trigger Keywords: Enter specific keywords (e.g., “pricing”, “demo”). The AI assistant will use these to start the qualification process.

3. Under the Qualification Criteria section:

   • Add a question by filling in the input field (e.g., “What is your company size?”).
   • Response Mapping: Use the dropdown to map responses to predefined data fields (e.g., “Company Size”).
   • Check the box for Set Qualification Criteria if the question will contribute to determining lead status.
   • Click Add Question to include more questions.

4. Examples of questions:

   • Question 1: “What is your company size?”
     • Response Mapping: Company Size
     • Set Qualification Criteria: ✅
   • Question 2: “What is the name of your company?”
     • Response Mapping: Company
     • Set Qualification Criteria: ❌

5. Once all questions are added, click Save to finalize the lead qualification or Cancel to discard changes.

Note: Questions can be edited or deleted at any time.

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3. View and Manage Lead Qualifications

The Lead Qualification table displays all created qualifications. From here, you can:

• Activate or Deactivate: Toggle qualifications as active or inactive.
• Assign to Agents: Assign qualifications to agents for use during customer interactions.
• Edit Lead Qualifications: Update the name, questions, or triggers.
• Delete Lead Qualifications: Permanently remove a qualification action.

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4: Adding Lead Qualification Questions on Agent Settings

The Lead Qualification feature enables your AI agent to collect and organize key customer details to evaluate their potential as leads.

1. Go to the Actions tab under Agent Settings.
2. Locate the Lead Qualification card and click the + icon to start.

3. Select from pre-defined lead questions available on the Lead Qualification Action page.

4. Save the configuration to activate the lead qualification process for the selected agent.
5. Once configured, the agent will automatically use the workflow to gather structured data from customers.

For a detailed guide on lead qualification, visit the Lead Qualification Guide prompt.

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5. Set Up Lead Qualification Data

1. Navigate to Settings > Customers > Lead Qualification Settings.
2. View and edit existing data fields (e.g., Name, Email, Company Size).
3. Add new data fields by selecting the data type and defining the parameters.

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6. Use Qualified Leads for Campaigns

1. Once leads are segmented, navigate to Campaign Manager.
2. Select the segment of qualified leads (e.g., leads tagged under “Enterprise Leads”).
3. Create a campaign targeting these leads with personalized messages or offers.