Lead Qualification
Tell the Agent what information it should get—like customer needs and budget—and the Agent does the rest while you stay in control.
How It Works
Not every lead is ready to book. The Agent Helps You Find Out.
After QuickReplies sends your first reply, turn on the Agent and describe what you need to learn. It continues the conversation, asks the right follow-up questions, and stops when your criteria are met—or when you take over.
1Set Up The First Reply
- In a pipeline or campaign action, write the first email or text QuickReplies should send automatically.
- The Agent handles follow-up messages—it does not replace that first outbound reply.
2Tell The Agent What To Learn
- Enable the Agent on that action and describe the information you need—needs, budget, timeline, location, or anything else.
- Add limits on what the Agent should not say and when it should stop.
3Review And Take Over
- Open Chats to see active conversations and what the Agent has collected so far.
- Tap Take over anytime to reply yourself once a lead is qualified or needs a personal touch.
What You'll Be Able To Do
- 1Define Your Criteria — tell the Agent exactly what information qualifies a lead.
- 2Stay In Control by reviewing threads in Chats and taking over when you want.
- 3Works After Email Or SMS once QuickReplies has sent the first message in the thread.
Qualify Leads Automatically
Create a free account, connect your email, and turn on the Agent on your next pipeline.
Create a free accountHave a question? Contact us.