Qualification Criteria

Qualification Criteria

Essential steps for setting up your agent's lead scoring and data capture process.

1. Core Qualification Questions

These questions form the foundational criteria for determining if a lead is ready for sales handoff.

Lead Qualification Criteria interface showing qualification questions setup with Add and Remove buttons

Question Management

  • Questions are asked sequentially in the order listed.
  • Use clear, simple language; the agent handles the conversational timing.
  • A lead is fully qualified only when all designated questions have been answered successfully.

Prompt Integration

  • Questions are automatically embedded into the agent's System Prompt for context.
  • Ensure questions are not leading to maintain data integrity.
  • Remove outdated questions to keep the prompt efficient and focused.

2. Custom Data Collection Fields

Define structured variables that the AI must extract from the conversation, regardless of whether they are directly asked.

Data Collection Configuration interface showing field name, type, description, and action columns with Add Fields button

Field Configuration

  • Define the **Field Name** (e.g., `company_size`) for CRM mapping.
  • Select the correct **Data Type** (Text, Number, Date, Boolean) for validation.
  • Set required fields as **MANDATORY** for automated lead scoring.

Data Extraction

  • The agent uses the field's description to guide its extraction logic.
  • AI extracts information even if a question is implied, not explicitly asked.
  • Collected data is immediately linked to the call record.

3. Analytics & Export

Collected qualification data automatically flows into your campaign analytics dashboard for immediate insight.

Post Call Analytics dashboard showing data collection fields, qualification questions, and user responses from call summaries

Reporting Metrics

  • Track the **Qualification Rate** (successful outcomes vs. total calls).
  • Analyze **Field Completion** to identify weak or unclear questions.
  • Metrics are updated in real-time as calls complete.

Integration & Download

  • Export all collected data in CSV or JSON format for bulk processing.
  • Field names defined in Step 2 are used as column headers in the export file.
  • Ensure webhooks are configured to automatically push qualified leads to your CRM.

4. Qualification Best Practices

Follow these guidelines to maximize your agent\'s success rate and data reliability.

Optimize Questions

  • Keep the list of MANDATORY questions as short as possible.
  • Use open-ended questions when probing for complex customer context.
  • Run A/B tests on questions with low completion rates.

Data Integrity

  • Verify that your defined data types match the expected customer response format.
  • Regularly check the call logs to ensure the AI is extracting data correctly.
  • Avoid vague or overly broad field definitions.