What does an AI lead qualification agent do?#
It reads each new lead and tells you who to call first. The Lead Qualifier template runs three steps: the lead comes in, a Claude step scores it 1 to 10 on fit and intent, and the result goes out as JSON with score, reason and next. A CRM Webhook step sits after the scoring step so every qualification lands in your CRM.
| Field | What it holds | How your team uses it |
|---|---|---|
score | A number from 1 to 10 for fit and intent | Sort the queue so the best leads get the first call |
reason | One sentence explaining the score | See the logic and override it when you know more |
next | The recommended action | Book a call, send a case study, or move the lead to nurture |
How do I build a lead qualification agent?#
Start from the template, teach it your ideal customer, and test it with the sample lead that ships loaded. The first dry run works on the first click.
Launch your lead qualifier
Step 1: Open the Lead Qualifier template
The canvas opens with the sample lead, the scoring step and the CRM delivery step already wired.Open the templateStep 2: Write your ideal customer into the prompt
Click the LLM (Claude) step and add who buys from you: industry, size, budget signals, and the phrases that mean someone is ready. Keep the JSON output line so every score comes back in the same shape.Step 3: Dry-run it free
Press Run test. Every step runs in order and you see each result. Swap the sample lead for three real ones from last month and check the scores against what actually closed.Step 4: Connect delivery
Bind a webhook Connection on the CRM Webhook step so each qualification posts to your CRM or automation tool.Open ConnectionsStep 5: Launch and watch the first runs
Press Launch, send real leads, and open Runs to see every score with its reason and cost.Open Runs
How do I send hot leads straight to my team?#
Put the scoring inside a CRM workflow and act on the score. In Automations, start a workflow with the Form or survey submitted or Contact created trigger, score the lead with a Claude step, then route it.
- Create Task gives a rep a call-back task due in an hour for any lead that scores high.
- Opportunity opens a deal in the right pipeline stage, so the lead shows up on your board.
- Add Note pins the reason to the contact's timeline, so whoever calls knows why the lead matters.
- Send Email or Send Text replies to every lead within a minute, including the ones you nurture.
How do I make the scores match how I sell?#
Feed it the same facts your best rep uses. Put your ideal customer profile in the System prompt and the scoring rules in the Prompt, and ask for the same JSON shape every time.
Score higher when the lead names a service you offer, lives in your service area, and wants the job done this week. Score lower for quotes with no address or a job type you refer out.
Score higher for companies in your target size range, a named budget, and a decision maker's title. Score lower for students, job seekers and vendors pitching you.
Score higher for new patients or students asking about a service you have open slots for. Route existing clients to scheduling instead of sales.