Intro

This builds on the qualification agent. This is an AI that asks 3 qualifying questions to your top of funnel leads. If they drop off at any point during this qualification sequence, up to 3 follow ups are sent to the lead to engage them and finish the qualification sequence.

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:
Follow up schedule:

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.
If the lead drops off at any point during the qualification sequence, follow ups are sent to the lead at a schedule you determine.
Contextually-relevant follow ups. AI reads the conversation history and generates a follow up message based off that.

Template

v 1.0

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. If the lead stops responding during the qualification flow, a follow up sequence starts to re-engage the lead and get all qualification data on them.

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. Follow ups are key, only 2% of sales leads actually convert after an initial conversation, following up is what closes the deal.

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.
Follow up schedule: 5 minutes, 10 minutes, 30 minutes.

Flow in action

Notice the lead didn’t reply and the AI followed up, causing the lead to reply.

Plus it hands off to human once the qualification flow is complete.

JSON code to copy for demo

If you want to copy this exact HSBC demo, here is the template:

v 1.0

Clerk Chat Help Center

Clerk Chat Overview

Features

Partners & Resellers

Integrations

Security & Compliance

Contacts

Telephony

Settings