Qualify leads from your conversations

Start a qualification

1. 1

   Step 1: Open Lead Qualification

   Open Lead Qualification. Until you have one, the page says No lead qualification yet. Nothing is read until you switch it on. Select New qualification 1.

   Open full size

2. 2

   Step 2: Choose a template

   Pick a template 1: Real estate buyer, Software demo request, Car buyer, Wholesale customer or Insurance lead. Each lists how many fields and rules it brings. Start from scratch 2 is an empty one you fill in. Type a Name 3 if you want one, then select Create 4.

   Open full size

3. 3

   Step 3: Fill in the details

   The new qualification opens Switched off 1: while it is on, the assistant reads conversations every few hours and fills in the facts. Check the Name 2 and Description 3; the assistant does not read the description. Under Which conversations become leads 4, pick When the customer shows buying intent (asking about price, a quote, a demo or how to buy) or Every conversation, best when your number is used only for sales. Select Save at the bottom of the card.

   Open full size

Choose what to find out

1. 4

   Step 4: Read the fields

   What to find out lists the facts that qualify a customer. Each row 1 shows the field's type, whether it is Required, and its weight. The buttons on the right 2 move, edit or delete it. Add field 3 adds another. The assistant fills fields in from what the customer says and never makes one up; it may ask about a required fact it does not know yet, one at a time.

   Open full size

2. 5

   Step 5: Edit a field

   Select the pencil on a field. Pick its Type 1: Text, Number, Amount of money, One choice, Several choices, Yes or no or Date. For an amount, set Lowest accepted and Highest accepted 2 and a Currency such as SAR. What counts 3 helps the assistant recognise the fact. Weight 4 is the field's share of the score, from 0 to 100. Tick Required to qualify 5: a lead qualifies once every required fact is known. Select Save field.

   Open full size

   A field's key cannot change, because collected facts are stored under it. Untick In use to stop a field counting without losing what was collected.

Write the rules

1. 6

   Step 6: Read the rules

   Rules are checked from the top. The first rule that matches decides the status, and the first that matches decides the temperature; without a matching rule, the score decides. The template brings one rule 1. Add rule 2 adds another.

   Open full size

2. 7

   Step 7: Edit a rule

   Select the pencil on a rule. Under When all of these are true 1, pick a field and a test: is one of, is, is not, is known or is not known yet. Add condition 2 adds another. Under Then 3, Set the status to Qualified or Not qualified, and Set the temperature to Hot, Warm or Cold; Leave as it is changes nothing. Select Save rule 4.

   Open full size

Decide what happens to a qualified lead

1. 8

   Step 8: Who hears about it

   Under When a lead qualifies, Tell the team about 1 Hot qualified leads (recommended), Every qualified lead or No one. Under What happens to the conversation 2, Hand it to the team makes the assistant step back like any handover; Only notify the team lets it keep answering. Score thresholds 3 set where Hot and Warm start when no rule sets the temperature. Select Save 4.

   Open full size

   Your notification settings and each teammate's working hours still apply to these alerts.

2. 9

   Step 9: Switch it on

   When the fields and rules match how your team judges a lead, switch the qualification on at the top of the page.

Troubleshooting

Related guides