How to use your AI Employee for lead qualification

    CategoryAI Employee
    Article typeDocumentation
    Estimated reading time 5 min
    Last reviewedRecently reviewed
    Applies toGEVADE CRM accounts where the feature is enabled
    Access requiredAccess may depend on your user permissions
    Plan/configuration noteFeature availability may depend on your selected plan and account configuration

    Summary

    Configure the AI to ask specific qualifying questions (e.g., budget, timeline, service needed) before offering a calendar link or handing off to sales.

    Who this article is for

    This article is for sales managers and marketers looking to improve the quality of leads reaching their sales team.

    Overview

    The AI Employee excels at saving your sales team time by filtering out unqualified leads. By setting up a conversational qualification flow, the AI gathers essential information upfront.

    Before you begin

    • Define your ideal customer profile
    • List 2-4 essential qualifying questions
    • Determine the outcome for qualified vs. unqualified leads

    Step 1: Step 1: Define Qualifying Questions

    Determine the critical pieces of information you need. Common examples include: 'What is your estimated budget?', 'When are you looking to start?', or 'Which specific service are you interested in?'

    Step 2: Step 2: Add Questions to AI Knowledge/Rules

    In the AI Employee settings, configure your business rules to instruct the AI to ask these questions early in the conversation when a new lead expresses interest.

    Step 3: Step 3: Define Acceptable Answers

    Train the AI on what constitutes a 'qualified' answer. For example, if your minimum budget is $1,000, instruct the AI on how to handle leads who say their budget is $500.

    Step 4: Step 4: Set the Qualified Outcome

    If the lead meets your criteria, instruct the AI on the next step. Usually, this is offering a calendar link to book a discovery call or immediately alerting a sales rep.

    Step 5: Step 5: Set the Unqualified Outcome

    If the lead is not a fit, configure a polite rejection or alternative path. Example: 'Based on your budget, our self-serve course might be a better fit. Here is the link.' The AI should then pause the conversation.

    Configuration note

    We do not guarantee AI accuracy, lead conversion, bookings, customer satisfaction, response quality, revenue, support resolution, or business outcomes. The AI Employee does not fully replace human staff. AI behaviour depends on knowledge sources, instructions, handoff rules, enabled features, connected channels, permissions, configuration, testing, and ongoing monitoring. AI-generated responses should be reviewed before relying on them for sensitive, urgent, legal, financial, medical, billing, or policy matters. The AI Employee may need human handoff for these situations. Knowledge sources must be reviewed, updated, and tested regularly. Usage charges, feature access, fair use rules, or add-on requirements may apply depending on your account setup. Always test before going live. Contact support if an option is not visible. Keep qualification natural. The AI should weave these questions into a conversational flow, not interrogate the lead like a rigid form.

    Important clarification

    Asking too many qualifying questions (more than 3 or 4) via chat can cause leads to abandon the conversation. Keep it brief and focused on the absolute essentials.

    Resolution guidance

    Why is the AI booking unqualified leads?

    Review your business rules. Ensure the instruction to ask qualifying questions is prioritized *above* the instruction to offer the booking calendar.

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    Need account-specific help?

    If your question requires account access, billing review, workflow inspection, message delivery diagnosis, AI response review, or private configuration review, submit a support request with examples and screenshots.