Lead qualification agent
Answers every new lead immediately, asks your qualification questions in plain conversation, scores the answers against rules you set, and books qualified leads into your calendar and CRM. Unqualified leads get a helpful answer and a follow-up date instead of silence.
The conversation
What you connect
Your qualification questions and scoring rules, a calendar, your CRM (or a spreadsheet to start), WhatsApp or the web widget.
Setup time
About 20 minutes.
Read the conversation as text
Agent: Hi, this is the assistant at Harbor Studio. Thanks for asking about our website packages. Happy to point you the right way. What kind of site do you need?
Customer: An online store, we sell furniture
Agent: Nice. Roughly how many products will you list at the start?
Customer: Around 80
Agent: That fits our Store package. Do you have a launch date in mind?
Customer: Before December
Agent: That is comfortable if we start within a few weeks. Budgets for a store this size usually land between $4,000 and $7,000. Is that the range you were planning?
Customer: Yeah around 5k
Agent: Great fit. The next step is a 30 minute call with Dana, who builds our stores. I can see Thursday 11am or Friday 3pm. Which works?
Customer: Friday
Agent: Booked for Friday 3pm. Invite is in your email, and I have sent Dana a summary so you will not repeat yourself.
Job completed: qualified lead booked