AI Lead Qualification at Scale

Replace manual SDR qualification calls with AI. This guide sets up a system that calls leads, asks qualifying questions, scores engagement, creates deals for hot prospects, and nurtures undecided contacts automatically.

The System You'll Build

Step 1: Create the Qualification Agent

Go to Agents → New Agent:

Enable tools: CRM Lookup, Update CRM, Create Deal, Book Appointment, Schedule Callback, Send SMS.

Step 2: Create the Campaign

Step 1 of wizard: What & Who

• Name: "Inbound Lead Qualification - August"
• AI Objective: "Qualify inbound leads using BANT criteria. Book demos for qualified leads."
• Opening: "Hi {{name}}, this is Alex from [Company]. You recently signed up on our website — I wanted to check if you have a couple of minutes to chat about what you're looking for?"
• Qualifying criteria: "Budget above $5k", "Decision maker or can connect to one", "Need identified", "Timeline within 6 months"
• Interest keywords: "yes, book it, let's schedule, sounds great, interested"

Step 2: AI & Handler + CRM

• Agent: Select your qualification agent
• Pipeline: Your sales pipeline → Stage: "Qualified"
• Interested → SQL lifecycle
• Fields to collect: Budget, Timeline, Decision Maker, Company Size, Current Solution
• Channel: Voice | Number: your outbound number

Step 3: Delivery

• Schedule: 10:00–18:00, Mon–Fri
• Concurrent: 3 calls
• Max attempts: 3
• Pacing: Adaptive
• Voicemail: AMD enabled, action = "drop message"
• Goal: Stop at 50 interested (or whatever your monthly target is)

Step 3: Set Up Campaign Chaining

For contacts who are undecided (score 40–70), automatically feed them into a nurture campaign that runs 2 weeks later with a different approach:

• Create a second campaign: "Lead Nurture - Follow Up"
• Different AI objective: "You spoke with this person 2 weeks ago. They were interested but not ready. Check if anything has changed. Share a case study or offer."
• On your main campaign, set Chain Config → On Undecided → Campaign: "Lead Nurture" → Delay: 14 days

Step 4: Set Up Speed-to-Lead (Optional)

For maximum conversion, dial new leads within seconds of form submission:

• In your campaign, go to the API/Trigger section
• Get the trigger URL: POST /api/v1/campaigns/:id/trigger
• Connect your form/CRM to send a webhook when a new lead comes in:

The contact is added with highest priority and dialed within seconds — not waiting for the next batch cycle.

Step 5: Monitor & Iterate

During the campaign

• Watch the health score — if it drops below 50, your script may need adjustment
• Check engagement scores: if most contacts are 40–55, the pitch isn't landing — try a different angle
• If answer rate is low (<20%), try Local Presence caller ID or adjust schedule hours

After completion

• Read the AI Report → Key findings section tells you what patterns emerged
• Check Objections: what did people push back on? Adjust the script.
• Look at score distribution: healthy campaigns have a bell curve centered around 50–60, not clustered at 0–20.

Key Metrics to Track