Feature
AI Lead Qualification
Collect the information needed to determine whether an inquiry is a fit and what should happen next.
Capabilities
What it can handle
- Business-approved qualification questions
- Required name and at least one contact method
- Interest, urgency, location, budget, or service fit
- Qualified, unqualified, nurture, or human-review status
- CRM and activity timeline updates
Guardrails
How control is maintained
- Qualification rules remain configurable
- The AI does not pressure every caller
- Disqualification reasons are auditable
- Sales handoff occurs only when appropriate