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Overview

Not every lead deserves a slot in your calendar. Lead qualification lets your agent work your criteria into the conversation and hold back the booking until the lead clears them. You describe the criteria in plain language inside the prompt script. Available on every plan. If you don’t add any, nothing changes — your agent behaves exactly as before.

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Adding criteria

Open your agent’s Settings → Prompt and add one or both of these sections to the script. There’s an Insert qualification section button that adds them for you.
One bullet per requirement. The sentence above the bullets is guidance for the agent — only bullets become criteria. Empty bullets are ignored, so an untouched inserted section switches nothing on.
Below the editor you’ll see which criteria were detected, split into must-haves and deal breakers. If your list doesn’t appear there, the agent isn’t using it — check the heading spelling.

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The two lists do different jobs

That second row is the point of having two lists: nobody should be asked to prove they aren’t a competitor. It also means you can write deal breakers positively instead of as “is not a…”, which agents handle far more reliably. Add (optional) after a must-have to make it nice-to-have rather than required. Deal breakers are never optional. Both English and German headings work, whatever language your agent is set to — ## Qualifikationskriterien and ## Ausschlusskriterien do the same thing.

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What happens in the conversation

While the lead is unqualified, the agent cannot offer times or book. It works your must-haves into the script naturally rather than firing them off as a questionnaire, and every verdict it records has to quote what the lead actually said. If it can’t point to their words, the criterion stays open and it asks again. A lead becomes:
  • Qualified once every required must-have is met.
  • Not qualified if a deal breaker applies, or a required must-have clearly isn’t met.
  • Qualifying while anything is still open.
If you only write deal breakers, your agent books freely and stops only when one is triggered — there is nothing for the lead to prove. Those conversations stay at Qualifying, which is why the dashboard’s Leads Qualified panel only appears once must-haves are in play.
Once an appointment is booked, assessment stops. The gate exists to protect your calendar, and a late verdict on a meeting that’s already scheduled helps nobody.

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Reviewing and overruling

Open Conversations and pick a chat. The Qualification panel shows the verdict, each criterion, and the lead’s own words behind it — so you can see what the agent based its decision on, not just the outcome. Disagree? Set it to Qualified or Not qualified yourself. Your decision sticks and the agent stops changing it, which is how you release a lead it judged wrongly. Changed your mind? Let the AI decide again hands the decision back. The Leads table also carries a Qualification column. It’s read-only there — the place to overrule the agent is the conversation, where your decision is recorded properly.

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Follow-ups and reporting

Leads your agent turned down are skipped by automated follow-ups. Your dashboard shows a Leads Qualified count once there’s something to report. Playground conversations don’t count towards it.

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Tips

  • Keep each bullet to a single requirement. “Has budget and is the decision maker” is two criteria wearing one hat.
  • Write what the lead has to be, not what the agent should ask. The agent works out the phrasing.
  • Test in the Playground before publishing — you’ll see a banner the moment the agent reaches a verdict.
  • Fewer, sharper criteria beat a long list. Every open must-have is another round the lead has to sit through before they can book.