Setting Up The Inquiry Qualifier Agent

Overview

The Inquiry Qualifier Agent instantly follows up with new website inquiries, qualifies each lead through intelligent conversation, and surfaces the most sales-ready opportunities, so you can prioritize what matters and close faster.

It helps you:

• Respond instantly to new inquiries
• Ask the right qualifying questions
• Identify high-quality vs. low-quality leads
• Ensure hot opportunities don’t slip through

How It Works

• Triggered when a form is submitted (e.g., contact, quote, application)
• Engages leads via email
• Collects key qualification details
• Routes qualified leads to your team

Setup & Onboarding

Step 1: Define Qualification Questions

• Set the questions you need answered (e.g., budget, timeline, needs)
• Keep them clear and concise

Step 2: Add Contact & Trigger Settings

• Define notification contacts for handoff
• Enter your Inbound Trigger Email
• • This is the email that receives form submissions
  • The agent uses this to detect and respond to new leads

Step 3: (Optional) Add Booking Link

• Include your scheduling link
• The agent can share it when appropriate

Step 4: Connect Your Email

• Integrate Google or Microsoft email
• Required for sending follow-ups

Final Configuration

Data Fields

Define what info to collect:

• Email (recommended: required)
• Name
• Phone number (optional)

Qualification Criteria

• Review/edit criteria like budget, timeline, etc.
• Fully customizable anytime

CRM Routing

• Send all leads or qualified leads only to your CRM

Notifications

• Assign who gets notified when:
• • A lead is qualified
  • A lead needs handoff

Scheduling

Control when the agent is active:

• 24/7
• After hours (recommended)
• Weekends or custom schedule

Follow-Up Attempts

• Set how many times the agent follows up
• Example: 1–3 attempts before handoff

Dashboard Overview

Track performance at a glance:

• Total form submissions
• Qualified leads
• Active conversations

View individual leads to see:

• Contact details
• Responses
• Full conversation history

Conversation Statuses

• In Progress → Agent is actively qualifying
• Handled by Team → You took over the conversation
• Got Some Answers → Partial info collected (handoff soon)
• Could Not Qualify → Not enough info gathered
• Qualified → All required info collected, ready for next step

Taking Over Conversations

• You can jump in at any time
• The agent will automatically step back
• Status updates to reflect team ownership

Best Practices

• Keep qualification questions simple and relevant
• Mark key fields (like email) as required
• Use after-hours scheduling to support your team
• Respond quickly to qualified leads
• Regularly review conversations for insights

Updated on: 29/04/2026