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Sales Intermediate 20 min read

Lead Qualification Playbook

Score leads automatically based on chat content, set up routing rules, hand off hot leads to humans.

Why automate qualification

Manual lead qualification doesn't scale. AI can read every chat, score the lead and route it appropriately, instantly.

Set up scoring criteria

Define what makes a lead 'hot', budget mentioned, timeline urgent, decision-maker, specific pain point. The AI looks for these signals in chat.