Engage visitors with an AI bot that intelligently asks qualifying questions (budget, interest, timeline) and automatically updates contact stages, with optional human intervention when needed.
This guide walks you through installing and configuring your Lead Qualification AI Chatbot.
Step-by-Step Setup Guide
Go to the Automation MenuOpen your dashboard
Navigate to Automation
Click Add Rule
This is where you install and manage AI chatbot rules.
Install the Lead Qualification AI BotLocate Lead Qualification GPT for Your Business – AI Chatbot
Click Install
You can install it for:
Messenger
Telegram
Live Chat
Each channel follows the same setup process.
Configure the Lead Qualification Bot RuleAfter installation, open the rule:
lead-qualification-ai-bot
Scroll to the Action section to configure the bot.
1. Customize the PromptA default qualification prompt is provided.
You should customize it to:
Match your product or service
Define qualification criteria
Specify tone (professional, friendly, consultative)
Clarify when to transfer to human
Example qualification structure:
Ask what service they’re interested in
Ask their budget range
Ask their timeline
Determine readiness level
Update contact stage accordingly
2. Configure Model SettingsAdjust the AI configuration:
Model selection
Temperature (lower for structured conversations)
Max tokens
Memory settings
For lead qualification, structured and focused responses are recommended.
3. Enable Built-In ToolsAllow the AI to:
Update contact data
Add tags
Change pipeline stages
Add internal notes
Perform real-time search (if needed)
This enables automatic lead scoring and CRM updates.
4. Add Custom API Functions (Optional)For advanced use cases, connect APIs to:
Fetch pricing
Check availability
Book appointments
Create CRM records
Send data to external systems
Provide:
Endpoint URL
HTTP method
Headers
Schema
This turns your bot into an actionable lead qualification engine.
5. Use the Playground to TestBefore going live:
Simulate real lead conversations
Verify qualification logic works
Confirm contact updates happen correctly
Test human transfer trigger
Testing prevents live conversation issues.
6. Load Your Business DataGo to Embedding Config and upload:
Product/service descriptions
Pricing guides
FAQs
Sales scripts
This improves the AI’s understanding of your offering.
7. Save the RuleOnce configuration is complete:
Click Save
Confirm rule is active
8. Enable AI-to-Human TransferMake sure the:
ai-to-human-transfer
rule is active.
This ensures:
Leads can request a human
High-value prospects are escalated
Complex queries are handled properly
How Lead Qualification WorksWhen properly configured, the AI will:
Greet the visitor
Ask qualifying questions
Analyze responses
Tag or update the contact stage
Transfer to sales when qualified
This helps your team focus only on high-intent leads.
Best PracticesKeep qualification questions short and clear
Avoid asking too many questions upfront
Define clear qualification thresholds
Always provide human fallback
Review and optimize regularly