AI lead qualification that keeps leads warm
The agent calls your leads, asks the right questions about budget, needs and timing, and records every answer. Your sales team only talks to people ready for a quote or a site visit.
SunRoof Energy
AI assistant · with Mark Davies
AI assistant Hi Mark, I'm the virtual assistant at SunRoof Energy, calling about the quote you requested online.
Yes, it's for a detached house. I'm after solar panels with a home battery.
AI assistant Great. Do you have a timeline in mind, and a rough budget for the project?
Ideally before spring, somewhere around fifteen thousand.
WhatsApp confirmation
SunRoof Energy
Business account
SunRoof Energy: thanks for your time, Mark. One of our engineers will call you to arrange the site survey.
15:42
Why so many leads never become customers
- 01
The follow-up comes too late
Anyone who fills in a form asks other companies for quotes too. Call back two days later and they may already have booked a survey with a competitor.
- 02
Only the obvious leads get called
With a packed diary, reps pick who to call on gut feeling. The rest of the list goes stale in the CRM, and nobody knows if it was worth chasing.
- 03
Incomplete CRM notes
After the call something is always missing: budget, timing, who decides. Whoever picks up the lead next starts again with the same questions.
How AI qualifies your leads over the phone
An outbound agent built on the sales qualifier template: it asks your questions in the order you choose and turns every answer into usable data.
Campaigns on your lead lists
Upload the list and start the campaign: the agent calls with multiple attempts, only on permitted days and hours, in the right time zone.
Your qualification criteria
Budget, property type, timeline, decision maker: you choose the criteria. The agent asks naturally and digs deeper when answers are vague.
Extracted data and outcome
After each call, AI analysis fills in the fields you defined and assigns an outcome, so you can filter hot leads without replaying anything.
HubSpot updated during the call
Connect HubSpot through Composio and the agent updates the contact while talking to the lead, keeping properties and notes in sync.
Rotating numbers and retries
Campaigns rotate caller numbers and retry anyone who didn't answer. If an answering machine picks up, the agent hangs up and tries later.
Instant calls via API
Want to call a lead seconds after they submit a form? Our REST API makes it possible, but you'll need a developer or integrator to connect it.
Hot leads go straight to sales
When post-call analysis marks a lead as ready, the rep gets an alert and the lead gets a WhatsApp recap with the next steps.
- 1
Define your ideal lead
Write the questions and criteria that make a lead worth pursuing. The AI assistant turns them into agent instructions and fields to extract.
- 2
Upload the list and set the rules
Import contacts, pick days and time windows, number of attempts and concurrent calls, then schedule the start date.
- 3
Hand sales-ready leads to your team
Qualified leads reach your reps with a summary and data. The rest stay on the list with their outcome, ready for the next campaign.
Lead qualification
Trigger
Campaign call
Qualifier agent, outcome: answered
Step 1
Extract budget and timing
Budget, needs and timeline from the call
Step 2
Hot lead?
Short timeline and budget stated
Step 3
Alert the sales rep
Email with summary and contact details
Step 4
Recap for the lead
Template with next steps
Frequently asked questions
What is AI lead qualification?
It's a voice agent that calls your leads and asks the questions a sales rep would normally ask on a first call. The answers become structured data with an outcome, so your team can focus on leads ready for a quote or a meeting.
Can I call a lead as soon as they fill in my website form?
Yes, with a technical connection: your website or CRM sends the lead to our REST API and the call starts right away. This needs a developer or integrator. Without it, you can collect leads in a list and call them with scheduled campaigns.
Does it integrate with my CRM?
HubSpot connects through Composio, and the agent can update it during the call. Salesforce, Pipedrive and Zoho are available on request, also through Composio. For other systems you can use webhooks and the REST API.
What happens if a lead doesn't answer?
The campaign retries based on the attempts and intervals you set, rotating caller numbers if you choose. If voicemail picks up, the agent hangs up without leaving a message. With an automation you can send a WhatsApp to anyone you couldn't reach.
Is it legal to call leads with an AI agent?
You can call people who gave you their details and agreed to be contacted. Replicer records consent on each contact and restricts calls to the days and hours you set; checking your lists and legal basis remains your responsibility.
Call your leads back before a competitor does
See how to set up a qualification campaign and what your sales team receives after every call.
Guided setup · Human support when you need it