Qualification that uses your criteria, not a generic script
The questions, the scoring, and the routing logic — all configured on how your business actually decides fit, not a one-size-fits-all bot.
Why "is this a real lead" is a harder question than it sounds
Not every inquiry is equally worth your team's time. Some are ready to buy, some are early research, and some were never going to be a fit at all. Treating all three the same way — either ignoring the noise or chasing every single one manually — wastes time either direction. Qualification exists to sort that out automatically, before a human has to.
What defines "qualified" for your business specifically
There's no universal definition. Qualification criteria are set based on your actual business — typical budget range, timeline expectations, the specific signals that separate your best clients from a poor fit. We define this with you during setup; the AI applies it consistently afterward, on every single inquiry, at any hour.
How scoring and routing work
Each inquiry is scored against your criteria based on how it answers a short set of qualifying questions. A high-fit lead gets flagged for your team immediately, with the qualifying answers attached as context. A lead that isn't ready yet gets a clear next step instead of silence — a resource, a calendar link, or a note that follow-up will continue on a schedule.
What happens to leads that don't qualify
They're not discarded. An honest "this isn't currently a fit" message, or a redirect to the right resource, is better for your brand than silence — and it means your team's time is spent only on the inquiries scored as genuinely worth a conversation.
Where this fits in the wider system
Qualification is the layer between Instant Lead Response (getting a fast reply out) and your CRM (where a qualified lead gets logged with full context). It's one part of what AI Sales Manager does end to end — this page focuses specifically on how the qualification logic itself works.
Questions
Who decides what counts as a qualified lead?+
You do — the criteria are set based on your business during setup, not a generic industry default.
Can qualification criteria change over time?+
Yes — as you learn more about which leads convert best, the criteria can be adjusted without rebuilding the whole setup.
Does this work across website, WhatsApp and email equally?+
Yes — the same qualification logic applies regardless of which channel the inquiry arrives on.
Is this a separate product from AI Sales Manager?+
No — it's the qualification logic inside AI Sales Manager, described here in more depth for how the scoring specifically works.