Introduction

This is an AI that asks qualifying questions to leads as soon as they show interest (message in). Once all qualifying questions are answered, the AI hands off to a human representative (assigns in app + disables AI + visual ‘agent stopped’ notification).

Inputs

• Company:

• Company overview:

• Qualification data point 1:

• Qualification data point 2:

• Qualification data point 3:

• Qualification data point 1 description:

• Qualification data point 2 description:

• Qualification data point 3 description:

Outputs

• AI instantly converses with the lead.

• Asks three qualification questions in a conversational and contextual manner.

• Extracts key qualification data.

• Once qualification data is extracted, concludes the conversation and hands off to a human to take over.

Logic

Basic logic

Detailed logic

Template

Bank Demo

Here’s a demo of this template for HSBC bank. I want to qualify leads for a mortgage by getting their name, house price and credit score. Once the AI extracts this data, the lead is handed off to one of the sales reps.

This is super helpful. Why? Unqualified leads are identified without any human resource drain. Human resources can now fully focus their effort on qualified leads.

Inputs

• Company: HSBC

• Company overview: HSBC is a leading global banking and financial services institution that offers a range of mortgage products tailored to meet the needs of diverse clients, including first-time homebuyers, property investors, and those looking to remortgage. Operating in key markets such as the UK, Hong Kong, and other international hubs, HSBC provides competitive fixed-rate, variable-rate, and buy-to-let mortgages, supported by digital tools for streamlined application and management. Known for its stability and customer-centric approach, HSBC emphasizes personalized service, flexible solutions, and transparent processes, helping clients navigate homeownership or property investment with confidence. As an employee, you’ll contribute to a brand recognized for trust, innovation, and global reach in the mortgage sector.

• Qualification data point 1: Full name

• Qualification data point 2: House price

• Qualification data point 3: Credit score

• Qualification data point 1 description: The lead’s full name.

• Qualification data point 2 description: The price of the house the lead wants a mortgage for.

• Qualification data point 3 description: The lead’s credit score.

Output

JSON code for demo