AI SALES
QUALIFIER.

Qualify leads and write clean CRM data automatically. Capture intent, budget, timeline, and fit.

Key Capabilities

• Structured data, not chat logs: Turns conversations into normalized fields, events, and objects your systems can actually use.
• Enrichment before the call: Pulls account context, product history, and firmographics so reps start with facts.
• Cleaner pipeline, faster cycle: Auto-routes and schedules follow-ups, and updates lifecycle stages based on verified signals.

What it Does

• Lead intake via WhatsApp, web chat, email
• Qualification dialog with adaptive questions
• Enrichment from CRM/CDP and DWH
• Routing to the right rep, region, or team
• Meeting scheduling and follow-up automation
• Writes back structured records and events

Orchestration Flow

• Flow 01 — Consult Handoff: AI Qualifies -> Rep runs consult call -> AI sends proposal/checklist & updates CRM.
• Flow 02 — Multi-Product Routing: AI Detects product/region -> Routes to owner -> Sends confirmation & books slot.
• Flow 03 — Marketing Bridge: AI Captures UTM/context -> Writes attribution fields -> Triggers sequence.