Outcomes · WIN
Lead Qualification
From new lead to a verdict your reps can act on in ~50 seconds.
~50s
per lead
8 / wake
by default
5 checks
weighted
free
re-runs
The flow
How it runs, step by step.
1
Wake on heartbeat
Every 15 min the agent scans configured pipeline stages for new untriaged leads.
2
Pull full context
Contact, opportunity, recent conversation — Instagram DMs, WhatsApp, SMS, email.
3
Evaluate five checks
Identity sanity, contactability, intent, fit, duplicate — weighted into a 0–100 score.
4
Write verdict to CRM
Four structured custom fields: disposition, conversion score, lead nature, confidence.
5
Audit-trail note
One CRM note with named-check reasoning — every decision is human-auditable.
6
Tag and move on
Tags the lead so it isn't re-evaluated. Force a re-run anytime, free of charge.
Inside the result
5 weighted checks. Every score explainable.
Identity sanity
weight 35
A real person — recognisable name in any script, not gibberish or a bot.
Contactability
weight 35
A channel we can actually reach them on — phone, email, or social.
Intent signal
weight 15
Real need expressed in the conversation — pricing, timeline, booking.
Fit
weight 10
Asking about something we serve, in a place we operate.
Duplicate
weight 5
Same contact already in your CRM, surfaced for de-duplication.
Our promise
What we commit to.
Every result runs against locked principles you can hold us to.
Borderline calls lean toward INCLUDE — false negatives cost more than false positives.
Non-Latin script names recognised; social-only Instagram leads evaluated fairly.
Never contacts the customer — annotates the CRM only.
Idempotent on (agent, opportunity) — you're never billed twice for the same lead.
Every score explainable — per-check reasoning lives in the CRM note.
FAQ
Common questions.
A lead was marked FAKE / UNQUALIFIED. How do I challenge it?
Open the opportunity in your CRM and read the agent's note — it has per-check reasoning and the score breakdown. If the verdict is wrong, click ↻ Reprocess from the Activity or Dashboard tab. The agent ignores its own previous verdict on re-evaluation.
Can I tune what counts as a good lead for my business?
Yes. Upload a qualification guide in onboarding step 4 or via the agent's Settings → Knowledge. The agent layers your business rules on top of the locked foundation — the weights and dispositions stay the same; your guide adds per-business context for intent + fit.
Why doesn't my GENUINE lead get a perfect 100/100?
Each check has a weight. Some checks may not be evaluable from the available data — e.g. intent_signal is NA when there's no conversation yet. NA contributes 0. The score is the sum of PASS weights out of 100; confidence tells you how much data the agent had.
What if the same lead is classified more than once?
Same agent reprocessing the same lead is free — billing is idempotent on (agent_id, opportunity_id). History dedups by opportunity and shows the latest verdict; activity keeps every per-wake row for audit.
Try Lead Qualification on your CRM.
Starter credit on signup. No card required.