Ask prospects about their needs, budget, and timing before your team takes a meeting. Your website agent follows a questionnaire you approve, scores fixed answers consistently, and offers the next step for each result. Scored qualification and connected-calendar booking are included on Pro and Max; basic contact capture is available on every plan.
Illustrative criteria for a project-based service, not a customer result or a universal scoring recommendation. Adjust the questions and bands to your business.
Example bands: 0–2: share relevant service information; 3–4: collect details for a team review; 5–6: offer a meeting if a calendar is connected, or a callback if it is not. A prospect outside your service area should go to a separate unsuitable outcome regardless of their total. Review that rule in the questionnaire before enabling it.
Example conversation: “What kind of project are you planning?” → “When would you like to start?” → “Which budget range fits?” → show the next step and ask for contact details. Same answers, same score. Your team reviews the captured enquiry and transcript; a score alone does not prove a sale.
Use appointment booking for the meeting branch, compare Pro and Max, or scope a custom workflow if records must be written into your CRM. Standard lead capture saves enquiries in Ageontic; a CRM connection needs its own agreed scope.
Lead qualification fails in two predictable ways. It's too slow — the lead who enquired at 9pm gets a call two days later, long after their intent peaked. And it's inconsistent — every rep asks slightly different questions and applies slightly different standards, so your pipeline data means less than it should.
An AI qualification agent fixes both. It engages every prospect instantly, 24/7, on your website or on the phone. And it runs the exact same questionnaire with the exact same scoring every single time. Ageontic's assessment engine is deterministic by design: questions, answer options, points, and result bands are defined by you in a visual builder — the AI conducts the conversation, but the scoring is pure logic. Same answers, same score, every time.
That determinism matters. It means your "qualified" band actually means something, your conversion data is comparable across months, and a compliance reviewer can trace exactly why a prospect was routed the way they were.
You don't need to design the assessment yourself. Tell the built-in Setup Copilot what you're qualifying for — "screen enquiries for our commercial fit-out service: budget, timeline, decision authority" — and it drafts the full questionnaire: questions, weighted options, result bands, and the agent instructions that act on each band. Review it in the visual builder, tweak the wording or points, and enable it.
The same engine powers more than sales screening: teams use it for suitability questionnaires in financial services, intake triage for legal and healthcare enquiries, and training checks for staff — any flow where structured questions plus consistent scoring beat freeform chat.
The highest-value qualification often happens on the phone. Ageontic AI phone agents qualify callers during live conversations — on inbound enquiries and on outbound campaigns where the agent works your list and surfaces the prospects worth a rep's time. Hot leads get routed to the right person or booked directly; every call produces a transcript and an outcome.
Combine channels and the funnel compounds: the website agent qualifies and captures around the clock, the phone agent follows up the promising ones within minutes, and your closers only ever see leads that earned the meeting. See how booking works end to end on the AI appointment booking page.
Start a free trial and build your scored questionnaire in minutes — or book a consultation to see qualification running by phone and chat.