Agents and leads
How your agent answers and qualifies leads 24/7
Every lead gets an instant reply in its channel, with the right questions to gauge intent and what they want.
When a lead comes in -via WhatsApp, email or a form-, your agent replies in seconds, at any hour. It does more than greet: it asks questions to understand what they want, their budget and how urgent they are.
From those answers, the agent qualifies the lead and gives it a score, so your team knows who to call first.
What your agent does with each lead
- 1Replies instantly and opens the conversation, in the tone and instructions you gave it.
- 2Asks what it needs to qualify: what they want, area, budget and timing.
- 3Checks the company brain to share real data about your listings, without making things up.
- 4Scores the lead and leaves it ready in Conversations and in Contacts for follow-up.
- 5When the lead needs a human -booking a viewing, for example-, it escalates to your team.
The clearer the agent’s instructions and knowledge, the better it qualifies. If replies feel weak, review its Identity and the company brain.
Related articles
- The leads inbox: conversations, review and reply approvalIn Conversations you see every chat with your leads and decide what your agent sends: approve, edit or dismiss its replies.
- Your agent’s brain: knowledge, judgment and supervisionAn agent answers well when it knows how to behave, what information to use and when you should review it.
- Automatic follow-ups: revive cold leads with no manual workLet your agents and workflows revive unresponsive leads on their own, with reminders and messages spaced out over time.
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