The Decision Layer Behind "Is This Lead Ready?"
Not a chat window — the scoring and routing logic that turns a set of answers into a ready/not-ready call and sends the lead to the right place. It can sit inside a sales agent, a support agent, or a plain form with no conversation at all.
Logic, Not a Conversation
A sales agent is one way a lead's answers reach this logic. It isn't the only way, and it isn't required. The qualification rules are a standalone decision layer that any front door can call.
From a Sales Conversation
A visitor chats with your AI sales agent; their answers get scored and, if ready, routed to a rep with the transcript attached.
From a Support Interaction
A ticket handled by your support agent reveals expansion interest; the same scoring logic decides whether to loop in sales.
From a Plain Web Form
No chat interface at all — a demo-request or contact form submits straight into the same scoring rules and routing destinations.
Built From How Your Team Already Qualifies
We don't ship a generic scorecard. The criteria come from a conversation with whoever currently decides which leads are worth a rep's time — typically some combination of the following, weighted the way your business actually weighs them.
Stated Need
Does what they're describing actually match a problem you solve, or are they asking about something adjacent?
Timeline
Evaluating now, or gathering information for a decision months out — both are valid, but they route differently.
Authority
Whether the person can decide, influence, or is asking on someone else's behalf with no visibility into budget.
Fit
Company size, industry, or use case against the profile your best customers actually share.
Where a Lead Goes, By Outcome
Straight to a Rep
Score clears the bar you set. Routed immediately with the full answer set attached, no re-asking required.
Nurture Path
Genuine interest, wrong timing or missing authority. Gets a useful resource and a scheduled follow-up, not silence.
Human Review
Conflicting or thin signal. Flagged for a person to make the call rather than the logic guessing either way.
Politely Declined
Clearly outside what you sell or serve. Told honestly rather than passed to a rep who can't help them.
What a Good Brief Looks Like
How your best rep currently qualifies a lead
In their own words — the questions they ask and the answers that make them lean in or move on.
Where the logic needs to plug in
A sales agent conversation, a support handoff, a form, or more than one of those at once.
Who gets a ready lead, and how
A specific rep, a round-robin, a territory rule — whatever your team uses today.
What a clearly poor-fit lead should hear
An honest no is often better for both sides than a rep's time spent on a lead that was never going to close.
Lead Qualification Questions
Is this the same thing as the sales agent?
No, and that distinction matters. AI Sales Agent is the conversation a lead has — the chat window, the questions asked out loud. This page is the decision logic underneath it: the rules that turn a set of answers into a ready/not-ready call and a routing destination. The logic doesn't need a chat interface at all.
Where else can this logic run besides a sales agent?
Behind a plain contact or demo-request form, inside a support agent when a ticket reveals expansion or upsell interest, or triggered from a CRM the moment a new record is created. Same rules, different trigger point.
What actually goes into the score?
Whatever your sales team already weighs when they decide a lead is worth their time — typically some mix of stated need, timeline, authority to decide, and fit against your ideal customer profile. We build the criteria from how your team actually qualifies today, not a generic template.
What happens to a lead that isn't ready yet?
It doesn't vanish and it doesn't get a hard sales push either. A not-yet-ready lead typically gets a useful next step — more information, a lower-commitment resource, or a later follow-up — rather than either silence or a rep's time spent on a bad fit.
Can the routing rules change as our team changes?
Yes — scoring criteria and routing destinations are configuration, not something hard-coded once and left alone. Adjusting them as your team, territories or ideal customer profile shift is part of ongoing support.
Tell Us How Your Team Qualifies a Lead Today
We'll show you plainly where the logic fits, and where it should stay a human's call.