Lead Qualifier (Inquiry Qualifier)

What it does

Quickly replies to your website form submissions via email, qualifies leads based on their answers, and escalates them to you when needed.

How it Works

After a form (get a quote) is submitted on your website the agent (your Inquiry Qualifier) gets notified to engage with the submitter via email to try to qualify them and understand the scope of their inquiry. This means that you do not need to take any manual action on the initial inquiries you receive-this will be fully managed by the Inquiry Qualifier.

You can monitor this process from the Revscale platform within the Inquiry Qualifier tab as well as the CRM tab.

Throughout this process, there will be 3 status categories to be aware of:

• In Progress- The agent is working to qualify the Inquiry
• **Qualified- **The agent has qualified the Inquiry and has handed this off.
• Unable to qualify handed off- The agent was unable to qualify the Inquiry and has handed it off. This will happen after 2 days with no response or if the responses do not satisfy the requirements.

You can provide this agent with additional resources and instructions in the Train Your Agents tab, and manage your qualification questions, connected email account, signature, and handoff emails in the Preferences tab.

Here’s an outline of the process flow:

Qualified Lead Flow:

mail added during your setup process informing you of the qualified lead.

Unable to Qualify Lead Flow:

Submits the Get a Quote form → Submission goes to Gorilla Dash → Inquiry Qualifier reaches out → If we are unable to qualify the lead → Send a handoff email to the email added during your setup process informing you that the lead was unable to be qualified → Don’t send additional info to Gorilla Dash.

What does it integrate with?

Each Get a quote form submission will automatically appear in Gorilla Dash. Each email sent by the agent will also be forwarded to a designated CC’d contact, which you can specify during your onboarding process. Once the agent qualifies a lead—or determines that the lead cannot be qualified—it will be handed off to the email address you identified as the designated handoff recipient as well as sent back into Gorilla Dash.

At this point someone from your team can pick up the conversation.

Note: Please check your spam as some emails may get sent there.

What does it require me to set up?

You will need to complete the Revscale onboarding process, which includes connecting an email account to the Inquiry Qualifier. There are default settings for the Inquiry qualifier that you will see in your onboarding process- these are based on your organization's best practices. You can modify these during the onboarding or anytime afterwards.

Chatbot (Sign Bot)

What it does

Works to qualify anyone that engages in conversation with it.

How it Works

The chatbot comes pre-installed on your website, fully trained on Signarama best practices, and is accessible to all visitors. There is no set up or configuration required- this is fully operational for your location out of the box- its default settings are centrally managed (such as the questions it asks to qualify a lead), however you can provide it with additional resources and instructions in the Train your agents tab.

The name (Sign Bot) is pre-set and applies to all Signarama locations and cannot be changed. When someone engages with it, the chatbot leads them through a brief conversation to understand the type of project they’re looking to complete and determine whether they’re a qualified lead—all within the chat window.

Once a lead is qualified, their information is automatically synced with both the Revscale platform and Gorilla Dash. You can also choose to receive an email notification each time a lead is qualified.

• In Revscale you can see the information in the Sign Bot Dashboard as well as the CRM tab.
• In Gorilla Dash this will be added as an inquiry and attributed to Revscale.

You can monitor and manage this process in detail through the Revscale platform from the Chatbot tab, or access a high-level summary of activity in Gorilla Dash. 

No additional setup is required.

Here’s an outline of the process flow:

Qualified Lead Flow:

User engages with the chatbot (Sign Bot) → Chatbot qualifies the lead → Qualified lead is sent to Gorilla Dash as an Inquiry.

Unqualified Lead Flow:

User engages with the chatbot (Sign Bot) → Chatbot marks the lead as unqualified → Information is sent to Gorilla Dash as an Inquiry.

What does it integrate with?

All chatbot conversations will be sent directly to Gorilla Dash with an identifier as to whether they are qualified or not.

What does it require me to set up?

Set up is only necessary to view your Chatbot's data in the Revscale interface, otherwise activity can be tracked within Gorilla Dash or via the weekly reports.

Web Pixel

What it does

Automatically identifies anonymous website visitors, tracks their on-site behavior, and converts them into leads—enabling you to follow up with targeted email campaigns.

How it Works

This feature comes pre-configured for your account—no additional setup required. As leads visit your website, they are automatically identified by the Pixel and surfaced within the Revscale platform.

Each identified visitor is added to your Revscale CRM for easy tracking and follow-up. Additionally, you’ll receive a weekly report summarizing the number of visitors identified over the past seven days.

What does it integrate with?

These leads are not sent directly to Gorilla Dash, however you will receive a weekly report with the latest activity, and you can view a summary of this information within the Revscale section of Gorilla Dash.

What does it require me to set up?

Set up is necessary to view the lead information in the Revscale interface, otherwise activity can be tracked within the Revscale interface in Gorilla Dash or via the weekly reports.

Web Pixel Campaigns

What it does

Engages the visitors identified by your Web Pixel Agent via email based on their derived intent.

How it Works

Visitors identified from your website will have their activity and the web pages they have visited tracked to derive intent. When you start Pixel outreach, this will be taken into consideration when generating outreach messaging. Each visitor enrolled in these campaigns will receive one personalized outreach message.

*Note: You can use the same email address to connect to your Web Pixel Agent and your Inquiry Qualifier Agent.

To start a Web Pixel Campaign follow these steps

1. Navigate to the Web Pixel Agent Tab and click on Preferences
2. Connect your email account that will be used by the Web Pixel agent for outreach
3. Click the enable outreach toggle
4. Click Save
5. The leads identified by your agent will now start receiving outreach. You will be able to view which of your Web Pixel leads have been messaged and which have responded from the status column. To view the messages and any responses, you can click on each lead in the table.

This activity will also be included in your weekly report.

What does it integrate with?

You will need to complete your Revscale onboarding and follow the steps mentioned above to start your campaign.

Training and Rules

What it does

Think of this as a set of knowledge and rules that you would provide to a new employee, i.e what documents should they reference, how should they format their responses to inquiries?

The information added her will be used to help guide the way that the different agents above respond on your behalf.

How it Works

Documents and rules that get added to this section will be used to train your agents (like you would train your employees) so they have a better sense of your business context and communication style.

Reports

Each week you should receive a report which breaks down the activity for your Inquiry Qualifier, Chatbot and Web Pixel.

Updated on: 16/11/2025