Sales lead qualifier
Capture and qualify leads around the clock
Visitors land on your pricing page at all hours. Without someone to talk to, they leave and you never know they were interested. A sales qualifier assistant engages visitors with relevant questions, works out what they need and captures their details when the timing's right. It doesn't push. It asks about their use case, team size and timeline, then either books a demo or routes them to the right sales rep. Every interaction is logged with the qualification data attached so your sales team can pick up warm leads in the morning.
How it works
Here's what a real conversation with your Sales Scout assistant looks like.
Sales Scout
AI assistant
What you get
Lead capture with qualification fields built in
Meeting booking integrated directly into the conversation
Typed actions for CRM updates and email notifications
Analytics showing leads captured, demos booked and conversion funnel
Forms for structured data collection when chat isn't enough
The outcome
You capture leads that would otherwise bounce. Sales reps start their day with qualified prospects and the context they need to close.
Set it up in 5 steps
Create an assistant focused on your product and pricing
Upload pricing docs, case studies and product comparison pages
Enable lead capture and meeting booking tools
Set up email notifications for new qualified leads
Deploy on your pricing page and homepage
How each feature helps
These are the platform features that make this use case work. Each one plays a specific role in delivering results.
Actions
Actions let your assistant do things in the real world. Send an email, create a support ticket, update a CRM record or call any webhook. You decide which actions need human approval before they run.
Forms
Sometimes a structured form works better than a free-text conversation. You build the form once with the fields you need and it works everywhere: in the chat widget, on a standalone page and in email follow-ups. Submissions feed into your inbox and can trigger actions.
Outcome analytics
Don't just count messages. Track what actually matters: leads captured, meetings booked, issues resolved, handoffs avoided and cost per outcome. You'll see which assistants drive results and which need attention.
Human handoff
When the assistant can't help or the customer asks for a person, it hands the conversation over to your team. The handoff includes the full transcript, a summary and a suggested next step so your team can pick up without asking the customer to repeat themselves.