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Overview

The lead qualification process allows the AI Assistant to collect essential information about potential customers, evaluate their suitability based on predefined criteria, and schedule follow-ups. This process helps streamline customer interactions and ensures that qualified leads are efficiently routed for further engagement.

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Sample Conversation: Lead Qualification

AI Assistant:
“Hello! Thank you for calling. I’m here to help you find the right solutions for your business. Could you tell me a bit about what you’re looking for today?”

Customer:
“Hi, I’m interested in learning more about automating customer support for my business.”
(Keyword “automating customer support” triggers the lead qualification process.)

AI Assistant:
“That’s great to hear! To ensure we provide the best solution for your needs, could I ask you a few quick questions? Let’s start with your company size. How many employees do you have?”

Customer:
“We have 50 employees.”
(AI assistant evaluates against predefined criteria: Company size > 25 employees qualifies the lead. Customer meets the criteria.)

AI Assistant:
“Fantastic! It sounds like our automation solutions could be a great fit for your team. What’s your role in the company?”

Customer:
“I’m the operations manager.”
(No qualification criteria set for role; AI logs this information as answered.)

AI Assistant:
“Thanks for sharing! One last thing—could I get your email address so we can send you more details and resources about our automation solutions?”

Customer:
“Sure, it’s ops_manager@example.com.”
(AI assistant updates the customer profile with the email address.)

AI Assistant:
“Perfect! Based on what you’ve told me, I think you’d benefit from a personalized demo to see how our automation solutions can streamline your customer support. Would you like to schedule a time to meet with one of our team members?”

Customer:
“Yes, that sounds good.”

AI Assistant:
“Great! Let’s schedule your demo. Would next Tuesday at 2 PM work for you?”

Customer:
“Yes, that works!”

AI Assistant:
“Wonderful! I’ve scheduled your demo, and you’ll receive a confirmation email shortly with all the details. Is there anything else I can assist you with today?”

Customer:
“No, that’s all. Thanks!”

AI Assistant:
“You’re welcome! Have a great day, and we look forward to speaking with you during the demo!”