Lead Qualifier (Inquiry Qualifier)

Note: If Gorilla Dash is not applicable for your setup, please disregard this portion of the guide.

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 designated form 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. By default, this agent is active 24/7; however, this can be updated from your agent preferences.

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 several status categories to be aware of:

• In Progress – The agent is currently working to qualify the inquiry.
• Qualified – The agent has qualified the inquiry and passed it along to you.
• Partially Qualified – The agent has received some of the answers to your qualification questions but not all. Whenever this status is reached, it will be updated on the lead. After 24 hours in this status (without moving to fully qualified), you will receive a handoff email with this lead. It is not currently sent back to Gorilla Dash.
• Unable to Qualify (Handed Off) – The agent could not obtain the necessary information and has handed the inquiry off. This occurs after two days with no response or if the responses do not meet your qualification requirements.
• Hand Off – The agent reached the maximum number of follow-ups you set, or the lead came in outside of the agent’s active hours. The agent will not reach out again.
• Handled Manually – A team member manually took over the conversation by clicking the Take Over Conversation button. The agent will not reach out again.

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.

Process flow with Gorilla Dash integration

Qualified lead flow

User submits a form → Submission appears in Gorilla Dash → Inquiry Qualifier reaches out → Lead is qualified → Lead is sent back to Gorilla Dash as an inquiry → A notification email is sent to the CC address configured during setup.

Unable to qualify lead flow

User submits a form → Submission appears in Gorilla Dash → Inquiry Qualifier reaches out → Lead cannot be qualified → A handoff email is sent to your designated recipient → No additional information is sent to Gorilla Dash.

Partially qualified lead flow

User submits a form → Submission appears in Gorilla Dash → Inquiry Qualifier reaches out → Lead answers some but not all qualification questions → Lead is NOT sent back to Gorilla Dash as an inquiry → A notification email is sent to the CC address configured during setup.

Process flow without Gorilla Dash integration

Qualified lead flow

User submits a form → Inquiry Qualifier reaches out → Lead is qualified → A notification email is sent to the CC address configured during setup.

Unable to qualify lead flow

User submits a form → Inquiry Qualifier reaches out → Lead cannot be qualified → A handoff email is sent to your designated recipient.

Partially qualified lead flow

User submits a form → Inquiry Qualifier reaches out → Lead answers some but not all qualification questions → A notification email is sent to the CC address configured during setup.

Agent activity and reply settings

By default, the Inquiry Qualifier operates at all times once your email account is connected. This means it can send initial outreach and follow-up messages 24 hours a day, seven days a week, allowing inquiries to be addressed as quickly as possible.

If you want the agent to operate only during specific days or business hours, you may adjust these settings in the Preferences tab. There, you can:

• Choose which days of the week the agent is active.
• Set specific time windows when outreach is allowed.
• Decide whether follow-up replies should follow the schedule or be sent at any time.
• Set the maximum number of follow-up attempts before the inquiry is handed off.

If an inquiry arrives outside your selected hours, the agent will wait until the next active window before sending the initial message. Once a conversation has begun, follow-up behavior will follow the rules you set. When the follow-up limit is reached, the inquiry will be handed off.

How to pause or stop automated outreach

The Inquiry Qualifier automatically defers to human intervention. Outreach will stop anytime you or your team takes over the conversation. The ways to do this include:

1. Replying directly in the email thread

If you or anyone on your team replies directly to the email thread with the lead, the agent will immediately stop sending outreach for that conversation. Any subsequent follow-ups from the agent are halted to avoid duplicate or conflicting replies.

2. Using “Take Over Conversation” in the Revscale portal

Within the Inquiry Qualifier dashboard in Revscale, you can manually take control of any active conversation. When you select Take Over Conversation:

• A confirmation message appears.
• Once confirmed, the agent stops all outreach.
• The conversation is marked as being handled manually.

3. Turning it off completely

Inside Revscale in the preferences for your Inquiry Qualifier agent, there is a toggle labeled "Turn on Agent."

When you toggle it off:

• All outreach by this agent on your behalf will stop.

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 folder, 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 afterward.

Chatbot

Note: If Gorilla Dash is not applicable for your setup, please disregard this portion of the guide.

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 your organization’s best practices, and is accessible to all visitors. There is no setup 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 is pre-set, applies to all of your franchise locations, and cannot be changed. When someone engages with it, the chatbot guides them through a brief conversation to understand what they’re looking for 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 Chatbot 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.

Process flow with Gorilla Dash

Qualified lead flow

User engages with the chatbot → Chatbot qualifies the lead → Qualified lead is sent to Gorilla Dash as an inquiry and added to the dashboard in Revscale.

Unqualified lead flow

User engages with the chatbot → Chatbot marks the lead as not qualified → Lead is sent to Gorilla Dash but is added to your dashboard in Revscale as Not Qualified.

Process flow without Gorilla Dash

Qualified lead flow

User engages with the chatbot → Chatbot qualifies the lead → Qualified lead is added to the dashboard in Revscale and marked as qualified.

Unqualified lead flow

User engages with the chatbot → Chatbot marks the lead as not qualified → Lead is added to the dashboard in Revscale and marked as Not Qualified.

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?

Setup 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 is 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?

Setup 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 Outreach

What it does

Sends personalized outreach emails to visitors identified by your Web Pixel based on their on-site activity and intent.

How it works

Visitors’ activity and page behavior are used to determine their intent. Once you enable pixel outreach, each identified visitor may receive one personalized outreach message.

Note: You may use the same email account for both the Web Pixel agent and the Inquiry Qualifier agent.

To start a Web Pixel Outreach

1. Navigate to the Web Pixel Agent tab and click Preferences.
2. Connect an email account for outreach.
3. Enable outreach.
4. Save your settings.

You can then view which leads were messaged or responded via the status column. Individual messages and responses are accessible by clicking on each lead. This activity is included in your weekly report.

What does it integrate with?

You must complete Revscale onboarding and follow the steps above to begin your campaign.

Knowledge Base and Agent Rules

What it does

Acts as a knowledge base and rule set for your agents, similar to how you would train a new employee. This includes what documents they should reference and how they should format responses.

How it works

Documents and rules you add are used to train your agents so they better understand your business and communication style. Agents will refer to these when drafting responses on your behalf.

Reports

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

Updated on: 22/03/2026