AI lead qualification uses an automated agent to ask new enquiries a consistent set of questions, record the answers and sort leads by fit and urgency, so your team spends time on the right people.
What gets qualified
Qualification is about fit, not judgement. Typical criteria include what the person needs, where they are, when they need it, and any constraints such as budget or service type. You decide the criteria and what each answer should trigger.
How the process works
The agent asks questions conversationally by phone or chat. Answers are stored as structured data, the contact is tagged, and the pipeline stage updates. Qualified leads are offered a booking, unclear ones go to a person, and poor-fit ones receive a polite response.
Conditional questions keep it short: the next question depends on the last answer.
What to avoid
Too many questions cause drop-off. Start with the two or three that matter most, and review real conversations to refine them.
Example
A law firm handles family and property matters only. The agent asks the type of matter first. A property enquiry is booked in; an employment enquiry gets a polite explanation.
Benefits
- Consistent questions every time
- Serious prospects reach your team first
- Structured records instead of free-text notes
- Less time on poor-fit calls
Questions
Does qualification put people off?
Not when it’s brief and conversational. A few relevant questions feel like good service.
Who sets the criteria?
You do, and you can adjust them over time.
Where Taskera fits
Taskera builds this as part of a connected system, not a standalone tool.