AI Qualification Agent
Every enquiry qualified, so only the right ones reach your team.
This role sits in front of every enquiry, whatever the channel, and asks the questions that decide what happens next — a live transfer, a booked meeting, a nurture sequence, or nothing at all. The criteria are yours; the consistency is the point.
Every enquiry gets the same five minutes, whether it is worth it or not.
Without a consistent gate, qualification depends on whoever picks up the enquiry that day, and how much time they have. The same criteria get applied differently by different people, or not at all.
- Reps qualify by ear, so the same enquiry gets a different answer depending on who takes it
- Unqualified enquiries take up time that qualified ones need
- Nobody can say with confidence why a lead was or was not followed up
What it does
Built for this job, not adapted from another one.
Applies your qualification criteria
Consistently, on every enquiry, regardless of who or what channel it arrives from.
Asks discovery questions naturally
A conversation, not a fixed script read aloud.
Scores every enquiry
Against the rules you define, not a gut feel.
Routes hot leads to a live transfer
While the enquiry is still live and interest is highest.
Sends disqualified enquiries to nurture
Rather than dropping them, or treating them the same as a qualified lead.
Books the meeting when criteria are met
Directly into the right calendar, no manual handoff.
Writes every answer to your CRM
So the qualifying detail is there for whoever picks the lead up next.
Example conversation
An inbound enquiry is triaged against a business’s qualification criteria
An example of how this conversation goes. Not a recording of a real customer call.
- AI employeeThanks for your enquiry. Can I ask a few quick questions so I put you through to the right person?
- CallerSure, go ahead.
- AI employeeIs this for your own business, and roughly how many staff do you have?
- CallerIt is for my own business, around thirty staff.
- AI employeeAnd are you looking to move on this in the next month or two, or further out?
- CallerFairly soon — within the month, ideally.
- AI employeeThat fits well with what we take on. I am putting you through to a specialist now rather than taking a message.
How it plays out
From first contact to a closed loop.
- 00:00
Enquiry received
Arrives by phone, form or chat.
- 00:18
Qualification questions asked
Your configured criteria, asked as a natural conversation.
- 00:52
Enquiry scored
Classified as qualified, disqualified or needing nurture.
- 01:04
Route decided
Hot transfer, meeting booking or nurture sequence triggered.
- 01:15
CRM updated
Every answer written back so nothing is asked twice.
What it handles, and what it hands to a person.
What it handles
- Qualified
- Disqualified
- Nurture
- Hot transfer
What it hands to a person
- Hot leads, transferred live to a person while the enquiry is still active
- Any question or objection the qualification criteria do not cover
- Any caller who asks directly to speak to a person
Works with what you already run.
- CRM for scoring and enrichment
- Calendar for meeting booking
- SMS for nurture follow-up
- Your inbound channels — phone, form or chat
Where this fits.
Industry pages are coming in a later phase. For now, here is where this role tends to fit.
- Property
- Professional services
- Financial services
- Recruitment
Questions about Lead qualification
How is this different from the AI Sales Agent?
This role is the gate in front of every enquiry, whatever the channel — its job is qualifying and routing. The Sales Agent then owns the outbound sales conversation with a lead that has already come through.
Can we set our own qualification criteria?
Yes. The questions, the scoring and the routing rules are all configured to match how your team already qualifies enquiries.
What happens to a disqualified enquiry?
It is not dropped. Disqualified enquiries are routed to a nurture sequence rather than treated the same as a hot lead.
How quickly does a hot lead reach a person?
Immediately, by live transfer, while the enquiry is still on the line rather than sitting in a queue for a callback.
Ready to hire Lead qualification?
Book a short call and we will map this role onto your existing calendar, CRM and phone number.
Book a Demo