Hi everyone. We've just rolled out an awesome new feature that makes your sales message AI agents even better. Say hello to AI Qualify.
Up to this point, you could use AI agents to book appointments, answer frequently asked questions, collect information, and much more. But sometimes those agents would end up chatting with customers you are not actually best suited to serve. That is where AI Qualify comes in.
With AI Qualify, you simply describe using plain language what makes a lead qualified and what does not. And the best part is that you can use merge fields from Sales Message or HubSpot directly in your qualification criteria. If the agent does not have the information, it will automatically ask for it during the conversation.
For example, let us say you are a recruiter and you want to focus only on candidates who have a high school diploma and a valid driver’s license. You can reference those fields and clearly describe your criteria.
From there, you can set up optional actions for qualified leads, such as automatically applying a tag or leaving a contact note. And for disqualified leads, you have a powerful option. The agent can politely conclude the conversation, saving you time and credits while still delivering a great experience.
In our example, let us say the candidate does have a high school diploma but no valid driver’s license. The agent will thank the candidate and gracefully conclude the conversation.
Finally, once your agents are up and running, you will have detailed stats showing how many leads your agent has qualified, disqualified, or is still in the process of qualifying.
That is it for AI Qualify. Give it a try today and qualify more leads with ease. And thanks for watching.
