Lead qualifier
Understand a prospect’s needs and capture useful sales context.
Your template, version and language follow you into agent setup.
THE CONVERSATION DESIGN
Useful from the first draft.
- 01
welcome
Collect the details needed for the next step and handle incomplete answers.
- 02
assist
Use your business instructions and context to handle the conversation, with clear limits and a human fallback.
- 03
reply
Set a clear expectation and guide the caller to a useful next step.
- 04
next
Collect the details needed for the next step and handle incomplete answers.
- 05
handoff
Pass the request and relevant context to your configured human destination.
CHALLENGE IT BEFORE YOU LAUNCH
Start with these tests.
A useful workflow includes the difficult conversations, too.
- Prospect is not a fit
- Pricing unknown
- Contact consent declined
Experience the conversation first.
Explore the relevant demonstration, then return to the same workflow and language.