How to Set Up Lead Qualification AI Chatbot

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 Menu

• Open your dashboard

• Navigate to Automation

• Click Add Rule

This is where you install and manage AI chatbot rules.

Install the Lead Qualification AI Bot

• Locate Lead Qualification GPT for Your Business – AI Chatbot

• Click Install

You can install it for:

• WhatsApp

• Instagram

• Messenger

• Telegram

• Live Chat

Each channel follows the same setup process.

Configure the Lead Qualification Bot Rule

After installation, open the rule:

lead-qualification-ai-bot

Scroll to the Action section to configure the bot.

1. Customize the Prompt

A 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 Settings

Adjust 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 Tools

Allow 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 Test

Before 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 Data

Go 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 Rule

Once configuration is complete:

• Click Save

• Confirm rule is active

8. Enable AI-to-Human Transfer

Make 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 Works

When properly configured, the AI will:

1. Greet the visitor

2. Ask qualifying questions

3. Analyze responses

4. Tag or update the contact stage

5. Transfer to sales when qualified

This helps your team focus only on high-intent leads.

Best Practices

• Keep qualification questions short and clear

• Avoid asking too many questions upfront

• Define clear qualification thresholds

• Always provide human fallback

• Review and optimize regularly