AI lead qualification

Open Tools > Lead qualification

Contacts appear in three columns: Hot leads with high purchase intent, Warm leads with moderate interest and Cold leads with low engagement. Cards show name, number, last message and AI analysis.

✓ Leads appear in the three columns with the AI's reasoning for each classification.

Click Refresh with AI to reassess all leads

'Refresh with AI' analyzes recent conversations and updates classifications. Use it each morning or after a busy period of conversations.

✓ AI processes the conversations and redistributes leads. Leads move as their interest increases or decreases.

Click View conversation to open the lead's chat

'View conversation' opens the full history. Read it to understand the context before contacting the lead.

✓ The conversation panel opens with the complete history.

Click Contact to open the conversation for messaging

You can open a conversation and send a message directly from a qualification card. Identify a hot lead, open it and send a proposal.

✓ The conversation opens, ready for your reply.

Use Reclassify to correct a classification manually

If AI gets a classification wrong, such as marking a known hot lead as Cold, click Reclassify and select the correct category. This also informs the system's learning.

✓ The lead moves to the correct category.