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Overview

The Lead Qualification Expert template helps you build assistants that focus on identifying high-quality prospects, gathering critical business context, and seamlessly handing off to human sales teams.

What this template does

  • Initiates conversations with a friendly, consultative tone.
  • Asks targeted questions to understand the prospect’s needs and challenges.
  • Identifies key qualification criteria (e.g., budget, decision timeline, company size).
  • Offers relevant information or solutions to nurture interest.
  • Transfers qualified leads to appropriate human sales representatives or schedules follow-up actions.

Agent Prompt

Set the first message and system prompt for your assistant. First message:
System prompt:
Once configured, test your assistant in the dashboard or using the API to ensure tone, flow, and escalation paths work as intended.