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QualiBot
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AI lead qualification

Qualify the conversation before it reaches sales

Brain gathers the information your sales process needs through natural conversation, then hands the thread to the appropriate team.

Qualification run

The category is instructed, not predicted. Sales sees the full thread and can change it.

Fields

Build qualification around your process

Ten possible fields. Use only the ones your sales process actually acts on — Brain asks for them in natural conversation, not as a form.

Need or use caseBudgetTimelineLocationProduct or service preferenceCompany sizeUrgencyLanguageExisting customer status
Requested next step
Classification

Model-based classification, not statistical prediction

Brain can apply instructed categories. The category is a routing signal your team defines — nothing more.

What this means

Every lead lands in a clear, instructed category your team acts on immediately.

Ready for sales
Requires more information
Researching
Support request
Human escalation
Storage

Store the result where the team can use it

Four destinations, in increasing order of integration work.

In the conversation

The captured requirements stay readable in the thread the agent receives.

As a note or label

Added through platform tools so saved views and automation can act on it.

In custom attributes

Stored on the QualiBot contact record through a custom tool.

In your external CRM

Written through MCP or API integration when the connector exposes the action.

Qualification FAQ

Flexibility and correction

Can Brain ask different questions by use case?

Yes, through separate assistants, scenarios and instructions.

Can a human correct the result?

Yes. Agents can continue the conversation and update the relevant platform or external system.

Can qualification route to different teams?

Yes, when the result is represented in labels, attributes or other conditions used by assignment or automation.

Next step

Define what a qualified conversation means for your business