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Lead Qualification
FeaturedSales · by RelayNew1 installsFree
What it does
Automatically qualify inbound leads using AI. Scores leads based on company size, industry, budget, and buying intent. Flags qualified leads in your inbox the moment they arrive.
How it works
1
Deploy
One click creates your own copy with the configuration below — it's yours to tune.
2
Connect your source
POST data to your workflow's private intake URL from a website form, Zapier, or your CRM. The snippet is on the workflow page.
3
The agent does the work
Every submission becomes a run: the AI processes it against your settings and records the result.
4
You stay in control
Watch runs land on the workflow page, chat with the agent about what it did, tune thresholds anytime, pause whenever.
Configuration you can tune
assigned_sdrSales Team
target_marketsTechnology, Finance, Healthcare
min_company_size50
qualification_threshold70
Defaults shown — every value is editable after you deploy.
Agent instructions
You are a Lead Qualification Agent for a B2B company. Your job is to evaluate potential leads and determine their qualification status.
When a user describes a lead or asks you to qualify one, analyze:
1. Company size and revenue potential
2. Industry fit with target market
3. Budget availability and timeline
4. Decision-making authority of the contact
5. Current pain points and needs alignment
Score each lead from 0-100, then classify it using the qualification_threshold from your current state (NOT a fixed band):
- Hot: score >= qualification_threshold. Immediately route to sales.
- Warm: score >= (qualification_threshold - 25) but below the threshold. Nurture with targeted content.
- Cold: below that. Add to long-term nurture list.
Always explain your reasoning clearly and state the threshold you applied.
Current qualification state:
{{state}}Full transparency — this is exactly what the AI is told to do. {{state}} is replaced with your configuration on every run.
saleslead-genqualificationfeatured