Lead Qualification Agent

Turns high-intent conversations into structured, prioritized leads your team can act on.

Plan: available from the Free tier. Status: beta.

What It Does

The agent watches for buying signals — pricing questions, demo requests, comparisons with competitors — and then qualifies the visitor through ordinary conversation rather than a form.

1. Detects intent. Monitors the conversation for signs of buying intent or product interest.
2. Collects context. Asks about budget, decision authority, specific needs, and timeline.
3. Scores the lead. Calculates a score from the information collected.
4. Routes follow-up. Saves the scored lead with the full conversation context for your team.

Tools It Uses

Tool	Purpose
collectContactInfo	Gathers name, email, and company details conversationally
calculateBANTScore	Scores the lead 1–10 against BANT criteria

BANT Scoring

BANT is a long-standing qualification framework:

• Budget — can they pay for this?
• Authority — are they the one who decides?
• Need — is there a real problem to solve?
• Timeline — when do they want it solved?

The agent scores each conversation from 1 to 10 based on what it learned. It does not interrogate: if a visitor won't discuss budget, the agent scores what it has and moves on.

Configuring Thresholds

Go to AI Agents > Lead Qualification > Settings to set two thresholds:

Setting	Meaning
Hot Lead Score	Leads at or above this score trigger email notifications
Qualified Lead Score	Leads at or above this score are marked as qualified

:::tip Start Conservative Set the hot-lead threshold high enough that a notification always means "call this person today". A threshold that fires on every conversation trains your team to ignore it. :::

Review these two numbers after your first week of real conversations — they are the settings most worth tuning against actual leads rather than assumptions.

Where Leads Appear

Captured leads land in Activity > Leads, with:

• Contact details
• BANT score and qualified/hot status
• The full conversation that produced them

See Lead Analytics for filtering, status management, and export.

Best For

• Demo requests
• Pricing conversations
• Any page where visitors arrive with commercial intent

Getting Good Results

• Answer product questions well first. A visitor who gets a vague answer about your product won't share a budget. Train the knowledge base before enabling qualification.
• Don't over-ask. The agent qualifies conversationally; if your system prompt also pushes for contact details, visitors get asked twice.
• Check the transcripts. For the first few dozen leads, read the conversation behind the score. It is the fastest way to learn whether your thresholds are right.

Quota

Included on every plan. Qualification consumes no separate action allowance — only the message credits the conversation itself uses. See Quotas.

Next Steps

• Lead Analytics — manage captured leads
• Technical Support agent
• Agents Overview