AI Qualify: Focus Every Texting Conversation on the Right Leads

Automatically qualify contacts in real time using AI and integration data, trigger the right actions, and help your agents spend more time on leads that matter.

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Guide agents with clear and dedicated qualification instructions

Use the qualification step to write custom AI instructions to determine whether a contact meets your criteria after field collection, ensuring consistent and accurate qualification across conversations.

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Qualify contacts using any properties

Qualify contacts by referencing both collected conversation data and existing properties from your connected CRM Integration, allowing AI agents to evaluate fit even when certain fields are not collected during the conversation.

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Automatically stop conversations with disqualified contacts to save agent time

Automatically conclude conversations with disqualified contacts by sending a final message and ending the session, helping teams save time and keep agent workflows focused on qualified leads.

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Trigger tailored actions for all outcomes

Configure separate action flows for qualified and disqualified outcomes, allowing qualified contacts to continue through the normal agent process while applying defined actions before disqualified conversations conclude.

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Apply consistent qualification flows across all texting agents

Apply consistent qualification rules and actions across every AI texting agent by enabling qualification at the template level, ensuring predictable behavior, clean reporting, and a unified experience.

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