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.
