Lead Qualification
An AI lead qualification chatbot that asks your questions. Every lead arrives scored.
For small sales teams and service businesses. ZynfoAI answers the visitor's question, asks what your team needs to know, and saves the lead with a score and a status, so the first call starts with the details in hand.
How qualification works
Your first sales questions, asked before anyone picks up the phone.
- 01
Write your questions
In the agent's instructions, list what your team asks first. "After answering, ask for postcode and budget" is enough.
- 02
Choose the form fields
Name, email, phone, or your own text, number and website fields. Keep only the ones that change what happens next.
- 03
The AI asks in chat
It answers the visitor's question from your content first, then asks yours and shows the form.
- 04
Work the list
Each lead arrives with a score, a status and the conversation. Move it from New to Converted.
In the chat
It answers the visitor first, then asks what your team needs.
Visitors came with a question, so the AI answers it from your content. Then it asks your qualifying questions in plain conversation and shows a short form for contact details.
The answers are saved with the lead and the full chat. The lead capture chatbot guide has questions and fields to copy, and AI SDR for inbound leads shows the full setup.
Lead score
A score you can explain in one line.
Every lead gets a score out of 100 from the same fixed rules: which contact details the visitor gave, whether they showed interest in something you sell, and how clear their intent was.
The rules aren't configurable. Your qualifying answers sit next to the score, so your team can rank on budget, location or timing as well.
After the chat
Hot leads reach a person. Every lead reaches Freshsales.
Tell the agent which leads deserve a person now, such as a large order or a start date this month. During your working hours it brings in a rep through human handoff. Outside them, the lead is saved and your team follows up.
If you use Freshsales, each new lead is sent there automatically. HubSpot and Zoho CRM aren't available yet. See the Freshsales integration.
What's in lead qualification
Questions, scores and a lead list in one plan.
- Channels
- Website chat widget and WhatsApp
- Form fields
- Text, Email, Phone, Number and Website URL
- Score
- Out of 100 from fixed rules: contact details, interest and intent
- Statuses
- New, Contacted, Qualified, Converted, Lost
- Priority
- Low, Medium, High, Urgent
- Saved
- Contact, company, source, interest, notes and the full conversation
- History
- Activity Timeline with status changes, notes and CRM syncs
- List
- Search, filter by status, priority and source, bulk sync or delete
- CRM
- Freshsales: new leads sent automatically. HubSpot and Zoho CRM not yet
- Plan
- Included in the $99/month plan
Common Questions
About lead qualification in ZynfoAI.
How does an AI lead qualification chatbot work?
You write the questions your team asks first, such as budget, timeline or location, into the agent's instructions, and choose the fields for the in-chat form. The agent answers the visitor's question, asks yours in conversation, and saves the answers as a lead with a score.
How are leads scored?
Each lead gets a score out of 100 from fixed rules: 25 points for an email, 20 for a phone number, 15 for a name, 20 for showing interest in a product or service, and up to 20 for how clear their intent was. The rules can't be changed. Your qualifying answers are saved alongside, so your team can judge what matters to you.
Can qualified leads go straight to our CRM?
Yes, if you use Freshsales. Connect it and each new lead is sent there automatically. You can also sync leads one at a time or in bulk from the Leads page. HubSpot and Zoho CRM aren't available yet.
Can the chatbot book meetings?
The agent can collect a demo request with the times that suit the lead, and your team confirms it. During your working hours it can also bring a rep into the chat. It doesn't connect to Calendly or other calendar tools.
Is this a lead management chatbot too?
Partly. Each lead has a status (New, Contacted, Qualified, Converted or Lost), a score, a source and an activity timeline in ZynfoAI. If your team runs its pipeline in Freshsales, new leads are sent there.
More features. All in one plan.
All featuresLet ZynfoAI take the first reply.
Answers on your website and WhatsApp from your own content, with your team one click away. Free for 7 days, then $99/month.