AI Lead Qualification Assistant Setup

Service Scope

AI Lead Qualification Assistant Setup is a fixed-scope service for one lead-intake assistant, one existing entry channel, and one existing destination pipeline.

Collect the information needed to qualify a new inquiry and give your sales team a clear, structured starting point.

Define the Qualification Questions

We agree on up to six inquiry fields and up to five qualification rules, such as service interest, location, timing, or project requirements. The client defines what qualifies an inquiry.

• Up to 6 intake fields
• Up to 5 qualification rules
• 1 approved sales conversation
• Fallback for incomplete answers

Configure the Lead Assistant

We configure one assistant in one existing supported chat or messaging channel. Up to 20 approved service FAQ entries support the conversation, together with up to 15 operating instructions.

• 1 lead-intake assistant
• 1 existing entry channel
• Up to 20 approved FAQ entries
• Up to 15 operating instructions

Hand Off the Qualified Inquiry

We map the captured information into one existing native or standard connected pipeline. Up to three supported actions may create or update a contact, create an opportunity, or notify the assigned team owner.

• 1 existing destination pipeline
• Up to 3 supported follow-up actions
• Captured inquiry summary
• 1 sales-team notification route

Testing and Quality Review

We review the delivered configuration or materials against the approved scope and representative examples.

• Up to 15 lead-intake scenarios
• Qualified, incomplete, and out-of-scope inquiries
• Verify field mapping and sales notifications

What's Included

• 1 lead-qualification assistant
• 1 existing entry channel
• Up to 6 intake fields
• Up to 5 qualification rules
• Up to 20 approved FAQ entries
• Up to 15 operating instructions
• 1 existing pipeline handoff
• Up to 3 supported follow-up actions
• Up to 15 test scenarios
• 1 handoff session of up to 60 minutes
• 1 consolidated correction round
• 14 calendar days of setup support

Client Requirements

Before work begins, the client must provide the information, access, and approvals required for the selected service.

• Final approved business information, source material, and required wording
• Permission to use the supplied material and appropriate access to the selected accounts
• A named business owner for approvals and consolidated feedback
• Access to the existing channel and compatible CRM or pipeline
• Final approved qualification questions and rules
• Approved service information and customer-facing wording
• A named sales owner and follow-up process

Delivery and Revisions

Standard delivery is 7–10 business days after all required content, access, account capabilities, and approvals are received. External account, carrier, or vendor approval delays are outside this delivery window.

One consolidated correction round is included. Corrections cover the approved role, sources, and quantities. New use cases, changed requirements, additional integrations, or replacement source material are separately scoped.

The package includes 14 calendar days of setup support after client acceptance for questions and minor corrections within the delivered scope. This support does not include continuous monitoring or new functionality.

Important Scope Boundaries

The following items are not included unless specifically stated:

• Outbound prospecting or a new lead database
• A full CRM implementation or advanced lead scoring
• Multiple pipelines, channels, or custom-coded CRM connections
• Software subscriptions, AI model or API usage, hosting, telephony, and paid connector fees
• Additional languages, channels, sources, or work beyond the stated quantities
• Ongoing monitoring, maintenance, or content updates after the included support period

AI-generated answers, classifications, and extracted information may be incorrect. The client’s responsible team member reviews outputs and approves sensitive actions. This service does not promise error-free or fully autonomous operation.