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 (Contact Us) is submitted on your website, the submission gets sent and stored in Gorilla Dash as an Inquiry (this is not attributed to Revscale at this point).

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 or view a high level summary of the activity within Gorilla Dash. 

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.

Here’s an outline of the process flow:

Qualified Lead Flow:

User submits the Contact Us form → Submission goes to Gorilla Dash → Inquiry Qualifier reaches out → We qualify the lead → Send the lead back to Gorilla Dash as an inquiry → Send an email to the CC email added during your setup process informing you of the qualified lead.

Unable to Qualify Lead Flow:

User submits the Contact Us 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 Contact Us 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?

All settings and configurations have been pre-configured for you. To enable the agent, you must complete the Revscale platform onboarding and connect an email account.

Chatbot (Exit 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 Exit Factor 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).

The name (Exit Bot) is pre-set and applies to all Exit Factor 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 Exit 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 (Exit Bot) → Chatbot qualifies the lead → Qualified lead is sent to Gorilla Dash as an Inquiry.

Unqualified Lead Flow:

User engages with the chatbot (Exit 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.

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