Automated Lead Qualification

​

What We’ll Build

• Captures leads from conversations
• Enriches leads with additional contact and company data
• Scores against your ICP
• Syncs qualified leads to CRM

​

Step 1: Configure Lead Capture

​

Enable on Your Agent

1. Open your voice or chat agent
2. Go to Overview tab
3. Enable Lead Capture

​

Configure Fields

​

Add to System Prompt

## Lead Qualification

During conversations with interested prospects, collect:

### Required Information
1. **Full Name**: "May I have your name?"
2. **Email**: "What's the best email for follow-up?"
3. **Company**: "What company are you with?"

### Qualifying Questions
Ask to understand their needs:
- "What type of materials are you looking for?"
- "What's your project timeline?"
- "Approximately how much quantity do you need?"
- "Are you the decision-maker for this purchase?"

### Collection Approach
- Be conversational, not interrogative
- Explain why you're asking ("So I can send you relevant information...")
- Don't pressure if they decline

​

Step 2: Set Up Lead Enrichment

​

Connect Lead Enrichment

1. Go to Settings → Integrations → Enrichment
2. Connect your enrichment account
3. Click Connect

​

Configure Auto-Enrichment

​

Step 3: Define Your ICP

​

Access ICP Settings

1. Go to Settings → Leads → ICP Configuration

​

Define Criteria

​

Company Criteria

​

Role Criteria

​

Set Intent Signals

​

Step 4: Configure Scoring Thresholds

​

Score Tiers

​

Automated Actions

​

Step 5: Connect CRM

​

Set Up Integration

1. Go to Settings → Integrations → CRM
2. Click Connect CRM
3. Select your CRM
4. Authorize access

​

Configure Sync Rules

​

Step 6: Test the Flow

​

Test Lead Capture

1. Open agent test panel
2. Simulate a conversation:

Agent: "Hi, thanks for calling! How can I help?"
You: "I'm interested in getting a quote for steel beams"
Agent: "I'd be happy to help. May I have your name?"
You: "John Smith"
Agent: "And what company are you with, John?"
You: "Acme Manufacturing"
Agent: "Great! What's the best email to send quote info?"
You: "john@acme-mfg.com"

3. Verify lead appears in Leads list

​

Verify Enrichment

1. Open the captured lead
2. Check enrichment status
3. Verify fields populated:
   • Title
   • Company size
   • Industry

​

Check ICP Score

1. View lead detail
2. Check ICP Score breakdown:
   • Company fit
   • Role fit
   • Intent signals

​

Verify CRM Sync

1. Check lead has CRM ID
2. Open your CRM
3. Verify contact/company created
4. Check note with conversation summary

​

Step 7: Monitor & Optimize

​

Track Metrics

​

Optimize ICP

1. Export closed/won deals
2. Analyze common traits
3. Adjust ICP weights
4. Re-evaluate scores

​

What’s Next?