Interaction agent
Lead Qualification
Engages new enquiries, gathers the information sales needs and routes each opportunity appropriately.
What it does
The Lead Qualification agent responds to incoming interest with a consistent first conversation. It collects important details, answers initial questions and distinguishes a ready opportunity from an enquiry needing more time or a different route.
Sales teams receive structured context instead of a bare name and phone number, so the first human interaction can start further into the conversation.
How it works
Qualification criteria are defined by the business: questions to ask, information required and conditions for routing or escalation. The agent follows that framework and records answers in the shared customer record.
It does not replace the commercial decision. Ambiguous, high-value or sensitive enquiries can go directly to a salesperson for review.
Where it fits
Website enquiries
Respond immediately and capture useful context.
Campaign follow-up
Continue the conversation from marketing into sales.
CRM workflows
Create qualified records and route them to the right owner.
Put Lead Qualification to work
Tell us where this workflow lives in your business. We’ll help you understand how it can fit your operating system and your team’s approval process.
Talk to ECT