Qualify leads
This page guides you through creating flexible, logic-based lead qualification playbooks using natural language and AI tools to streamline customer insights collection.
✨ What is Lead Qualification?
The Lead Qualification feature lets you design custom workflows that guide your AI agent in asking the right questions to identify high-quality leads.
Unlike rigid form builders, this system gives you the freedom to write logic-driven playbooks in natural, human-readable language—including conditional flows (if, else, etc.)—combined with special tools like @ask_question.
How to Build Your Playbook
1️⃣ Start with Human-Readable Logic
Write out your flow using simple instructions, like:
If the visitor mentions they're from a design team,
@ask_question: "What design tools do you use?"
Else if they are in marketing,
@ask_question: "What's your current campaign goal?"You are not limited to step-by-step sequences. You can create logic trees, conditions, and branching scenarios—all in plain English.
2️⃣ Use Tools to Take Action
You can plug in tools using @<tool_name> in your instructions to trigger powerful AI behaviors.
@ask_question
Ask a follow-up question to collect more info from the visitor
@ask_question: "What's your biggest pain point?"
@show_contact_form
Display a contact form to collect name, email, and other lead info
@show_contact_form
@stop_playbook
End the current playbook execution
@stop_playbook
@enhance_response
Improve the AI’s reply with more context or tailored language
@enhance_response
These tools appear in the right-hand panel of your interface for easy reference.
3️⃣ Refine with AI Rewrite
Once you write your playbook, click the AI Rewrite button to make it easier for our model to process.
This step is optional, but highly encouraged for best results.
4️⃣ Save Your Playbook
After making changes, click the Save button in the top right to make your playbook live.
Example Playbook
This is an example of a sales pipeline playbook which uses branches to ask questions and show contact form.
1. @ask_question : "What is your company size (number of employees)?"
- If response is SMB (1–200), proceed to Step 2.
- If response is Mid-Market (201–1,000), proceed to Step 3.
- If response is Enterprise (1,000+), proceed to Step 4.
2. @show_contact_form
3. (For Mid-Market) @ask_question: "What business problem are you trying to solve?"
- If the problem is clear and urgent, proceed to Step 5.
- If the problem is vague or future-oriented, mark as early-stage lead. Proceed to Step 8.
4. (For Enterprise) @ask_question: "Who is leading the evaluation or RFP process?"
- If an evaluator is identified, proceed to Step 5.
- If not yet defined, offer help shaping requirements. Proceed to Step 8.
5. @ask_question: "What is your timeline for making a decision?"
- If less than 1 month, fast-track to proposal. Proceed to Step 6.
- If 1–3 months, enter active nurture. Proceed to Step 6.
- If more than 3 months, add to long-term nurture. Proceed to Step 6.
6. @ask_question: "Are you the final decision maker for this purchase?"
- If Yes, confirm the buying process. Proceed to Step 7.
- If No, ask to include the decision maker in the next call. Proceed to Step 7.
7. @stop_playbookLast updated