Lead qualification
Outcome: Website or WhatsApp visitors are guided through qualifying questions; good-fit leads are captured and pushed to your CRM or notify sales.
Architecture (business view)
- Customer AI workspace with product/pricing knowledge.
- Flow or structured prompts collect company size, use case, timeline.
- Business Tool creates/updates HubSpot (or other CRM) lead/contact.
- Optional approval or human handoff for enterprise tier.
- Optional event from marketing site form → same flow via event-driven triggers.
Prerequisites
- Workspace + knowledge for accurate product answers
- CRM tool (HubSpot integration or custom SDK tool) — HubSpot
- Clear definition of qualified vs disqualified
- Channel: widget and/or WhatsApp
Operator checklist
Lead qualification pilot
- Define qualify fields — What sales actually needs.
- Script the conversation — Instructions + optional flow.
- Connect CRM tool — Engineering registers write tool.
- Test end-to-end — Fake lead → CRM row.
- Go live on one page — Measure handoff quality.
Troubleshooting
| Issue | Direction |
|---|---|
| Leads missing in CRM | Tool logs; field mapping; auth |
| Low quality leads | Tighten questions; add disqualify paths |
| Spam | Rate limits, challenge, or human review step |