Qualify every lead automatically. Route the best to the right person.
One configurable agent takes every lead from the first message to a consultation or appointment. You set the questions, the rules and the routes. The agent does the asking.
How it runs
- Lead captured
- Greeting in chat
- The AI asks
- Stored and scored
- Booking link
- Handoff
- Sources
- Ad lead forms, search lead forms, click-to-chat ads and website forms
- Qualifies on
- Questions and scoring rules you define
- Routes to
- Salespeople in chat, by industry or campaign
- Books with
- Your calendar or a booking link
What it does
Every capability below is configured for your business and runs without manual effort.
One place for every source
Ad, search and website leads enter one sheet with a fixed structure.
Duplicate protection
A matching phone or email updates the record. It never creates a second record or a second greeting.
Structured qualification
The AI asks about industry and need, then returns structured data. The workflow decides what happens next.
Scoring
Hot, warm and cold scores configured per client.
Routing
Qualified leads go to the salesperson for that industry or campaign. Unqualified leads are kept in their own list.
Booking
A booking link or a calendar slot is offered, and the booking updates the lead.
Agent notification
Your team is alerted in chat the moment a booking or a hot lead arrives.
Guardrails
The agent cannot quote prices, discounts, guarantees or services outside your fixed list.
How it runs
From the first trigger to the finished action.
Lead captured
An ad lead form, search lead form, chat message or website form triggers a workflow.
Greeting in chat
The lead receives a first message within seconds.
The AI asks
Industry first, then the service they need from a fixed list of your services.
Stored and scored
The record is written to your sheet with its score.
Booking link
A booking link or calendar slot goes to qualified leads.
Handoff
A booking confirmation updates the lead and notifies your team.
Where it is used
Industry systems built around this product.
Real estate
Never lose a buyer to the broker who replied first.
Explore this systemEducation
From first enquiry to counselling session, with no missed follow-up.
Explore this system Early accessHospitality and short-stay rentals
Every guest message answered. Every booking captured.
Explore this systemService businesses and agencies
Spend sales hours only on leads that are ready to buy.
Explore this systemFits into what you already use
- Ad lead forms
- Search lead forms
- Website forms
- Your business chat number
- Your CRM
- Calendars
- Spreadsheets
Questions
Can I change the questions?
Yes. The questions, scores and routes are configuration, not code.
What about leads who do not reply?
Follow-ups run on your rules, then the lead moves to a nurture list.
Guides on this topic
Short, practical reading on the same problem.
Add AI Lead Qualification and Routing to your business.
Book a free automation audit. We will scope it against your channels, tools and process.
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