How long does setup take?

Setup takes under 15 minutes. Simply connect your ticketing system, configure your quality criteria, and the AI starts reviewing conversations immediately.

What are the requirements?

You need an active account with one of the supported ticketing systems. No technical setup or API knowledge required—the integration is handled automatically.

Can I customize the evaluation criteria?

Yes. You can define custom quality criteria, compliance rules, and scoring weights through the agentic workflow builder. The AI adapts to your specific standards.

Is customer data secure?

Yes. All data is encrypted in transit and at rest. Conversations are processed securely and never stored beyond what's needed for analysis.

Automate pre-sales qualification with AI

Lead Inquiry

AI Qualifies

Route to Sales

This workflow qualifies inbound leads automatically by gathering essential information through natural conversation. The AI asks qualifying questions, assesses company size, budget, timeline, and fit with your product. It scores leads based on your criteria and routes hot prospects directly to sales while filtering out unqualified inquiries.

This workflow works natively within your existing ticketing system—whether you use HubSpot, Intercom, Zendesk, Salesforce, Freshdesk, Twilio Flex, or Front. There's no need to migrate to a new platform or change your existing setup. Qualified leads are sent directly to your CRM with complete context—Salesforce, HubSpot, or any system you use. Lead scoring, qualification data, and conversation transcripts are logged for sales team review. The system learns from closed-won deals to improve qualification accuracy.

Key benefits

Qualify leads 24/7 without sales team involvement

Gather consistent qualification data

Route hot leads to sales immediately

Filter out unqualified inquiries

Provide sales with full conversation context

Improve lead-to-opportunity conversion

Seeing is believing

Get a personalized demo with Mo and see this automation in action. We'll walk you through exactly how it works with your ticketing system, answer your questions, and show you the ROI within 15 minutes.