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Lead Qualifier (Inquiry Qualifier)

What it does

The Inquiry Qualifier 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

When a visitor submits the “Get a Quote” form on your website, the submission is sent to Gorilla Dash as an Inquiry. At this point, it is not attributed to Revscale.

The Inquiry Qualifier is then notified to reach out to the submitter via email and begin qualifying the inquiry. You do not need to take any manual action at this stage—the agent fully manages the initial outreach and qualification attempt.

You can monitor this activity within the Inquiry Qualifier tab or the CRM tab in Revscale, or view a high-level summary of activity in Gorilla Dash.

Inquiry Statuses

You will see inquiries categorized in the following ways:

• In Progress – The agent is currently working to qualify the inquiry.
• Qualified – The agent has qualified the inquiry and passed it along to you.
• 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.

You can provide the agent with additional resources in the Train Your Agents tab and manage your qualification questions, email connection, signature, and handoff settings in the Preferences tab.

Process Flow

Qualified Lead Flow

User submits the Get a Quote 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 the Get a Quote 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.

Agent Activity & 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 as Unable to Qualify.

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. Using the “Take Over” Button in the Gorilla Dash Iframe

Inside Gorilla Dash, a Take Over button appears next to inquiries under the Agent Activity section.

When you click it:

• A confirmation modal opens within the iframe
• Confirming stops all automated outreach for that lead
• The button is replaced with a “Taken Over” indicator

This option allows team members who primarily work within Gorilla Dash to stop automation without switching tools.

What does it integrate with?

All Get a Quote submissions appear in Gorilla Dash. Every message the agent sends is also forwarded to your designated CC email, which you configure during onboarding. Once the agent qualifies or cannot qualify a lead, it is handed off via email to your chosen recipient and also sent to Gorilla Dash (for qualified leads).

A team member can then pick up the conversation.

Note: Some emails may route to spam, so it is recommended to check regularly.

What does it require me to set up?

You must complete the Revscale onboarding process, which includes connecting an email account for the Inquiry Qualifier. Default settings are provided based on organizational best practices, and you may modify these during onboarding or at any time afterward.

Chatbot (Sign Bot)

What it does

Works to qualify anyone who engages with it through a conversation on your website.

How it Works

The chatbot comes pre-installed on your website, trained on Signarama best practices, and accessible to all visitors. No setup is required—the default settings are centrally managed. You may provide additional resources and instructions in the Train Your Agents tab.

The chatbot guides visitors through a brief conversation to understand the type of project they want and determine qualification—all within the chat window.

Once a visitor is qualified, their information syncs automatically with both Revscale and Gorilla Dash, attributed to Revscale. You may choose to receive an email notification each time a lead is qualified.

You can view the information in the Sign Bot Dashboard or the CRM tab in Revscale, and in Gorilla Dash as an Inquiry.

Process Flow

Qualified Lead Flow:

User engages with Sign Bot → Chatbot qualifies the lead → Lead is sent to Gorilla Dash as an Inquiry.

Unqualified Lead Flow:

User engages with Sign Bot → Chatbot marks them as unqualified → Information is sent to Gorilla Dash as an Inquiry.

What does it integrate with?

All chatbot conversations are sent directly to Gorilla Dash with an identifier showing whether they were qualified.

What does it require me to set up?

Setup is only required if you wish to view chatbot data within Revscale; otherwise, all activity is available in Gorilla Dash or in weekly reports.

Web Pixel

What it does

Automatically identifies anonymous website visitors, tracks their behavior, and converts them into leads, enabling targeted email follow-up.

How it Works

The Pixel is pre-configured and requires no setup. As visitors interact with your site, the Pixel identifies them and adds them to your Revscale CRM.

You will also receive a weekly report summarizing visitor identification activity for the previous seven days.

What does it integrate with?

These leads are not sent directly to Gorilla Dash. Weekly reports and Revscale’s internal Pixel data provide insight into visitor activity.

What does it require me to set up?

Setup is required only if you want to view Pixel lead information inside the Revscale interface. Otherwise, activity is visible in Gorilla Dash or through weekly reports.

Web Pixel Campaigns

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 Campaign

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.

Training and 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.

Reports

Each week, you will receive a report summarizing activity across your Inquiry Qualifier, Chatbot, and Web Pixel agents.

Updated on: 21/11/2025