AI lead qualification agent
An AI agent that answers new inquiries straight away, works out what each person needs, and puts the right ones on your calendar.
Good leads usually get lost the same way. An inquiry arrives after hours or on a busy day, and by the time someone replies, the person has moved on. Or someone on the team spends every morning reading inquiries and deciding who deserves a call back.
A lead qualification agent takes that job on. It talks to each new lead the moment they get in touch, asks the questions you would ask on a first call, and only books the people you want to talk to.
What it does
- Answers a new inquiry right away, on your website or from your contact form
- Asks your first-call questions in plain conversation, and answers theirs from your own documents
- Saves every answer as a lead, in your CRM or a spreadsheet, so nothing sits in one person’s inbox
- Checks each lead against your rules, written in code rather than in the prompt, so nobody can talk it into a meeting
- Offers open times from your calendar and books the call
- Hands anything unclear or unusual to a person
One I built for myself
Finn, the assistant in the corner of this page, is a lead qualification agent. It answers questions about my work from my own documents, asks for a name, an email and a line on what you want, and offers times on my calendar. The booking rules live in plain code. A second model checks each reply against my documents before it goes out, and every conversation is saved as a lead. How I built Finn →
Who it suits
Businesses where inquiries arrive faster than anyone can answer them: agencies, professional-services firms, clinics, contractors and real estate teams. If someone on your team spends part of every day sorting inquiries and deciding who to call back, that is the job this agent does.
Where it fits by industry: AI agents for law firms, AI agents for real estate offices, AI agents for accounting and bookkeeping firms, AI agents for agencies and consultancies.
How we start
A 30-minute discovery call. You tell me where your leads come from and what happens to them today, and I tell you honestly whether an agent fits and what it would take.