AI Lead Qualification Tool
An AI-assisted lead qualification workspace for scoring enquiries, summarising needs and routing opportunities to the appropriate sales team.
Project overview
An AI-assisted lead qualification workspace for scoring enquiries, summarising needs and routing opportunities to the appropriate sales team. The engagement covered users, decisions, information flows, integrations and the operational constraints of the business before implementation.
The problem
Property enquiries arrive from multiple campaigns with inconsistent information, making response prioritisation and agent assignment difficult.
Proposed solution
Capture lead context, classify intent, identify missing information, calculate transparent priority signals and create follow-up actions for sales staff.
Challenges
Important delivery considerations
Avoid opaque or unfair scoring Keep agent decisions reviewable Handle incomplete enquiry data
Outcomes
What the work delivered
consistent lead triage clearer agent hand-offs visible qualification reasons
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