Workflow templates / Sales & leads
Qualify new leads with an AI-drafted question
New leads are asked for goal, budget and timeline before a rep spends time on them.
Works with: Any channel, Knowledge for AI to read
How it works
- A new lead messages you for the first time
- The contact is marked engaged
- The AI writes one qualifying question
Steps in the workflow: Trigger, Change stage, AI.
Who it is for
Sales teams that qualify inbound leads in chat.
Good to know
- Does the AI send on its own?
- Yes, while this automation is on. It answers from your knowledge, and if it can't it tells the customer the team will reply and waits for a person.
- 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.