Workflow templates / Sales & leads
Score new leads with AI
Every new lead gets a 0 to 100 score, and hot leads are flagged.
Works with: Any channel
How it works
- Someone messages you for the first time
- The AI scores how ready they are to buy
- The score is saved as lead_score
- 70 and up are tagged hot-lead, marked qualified and noted
Steps in the workflow: Trigger, AI, End, Set contact field, Condition, Add tag, Change stage, Internal note.
Who it is for
Sales teams that want to call the best leads first.
Good to know
- Does it reply?
- No. It only scores, tags and notes.
- Can I change the hot score?
- Yes. Edit the number on the condition card.
- What are the channel limits?
- On WhatsApp, a business can message first only with an approved template (needs a WhatsApp Business account); free-form replies work within 24 hours of the customer's last message. It sends one message per recipient per run, and replies need a separate trigger.