Use cases / Automate lead qualification

Automate lead qualification

Build an agent that lives on your website, engages visitors in natural conversation, qualifies them based on your criteria, and sends hot leads directly to your CRM via API.

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Author
Torki AI
Category
Business
Feature
Agents
Model
Cosmos
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1

Define ICP criteria

Tell Torki what makes a qualified lead. Company size, industry, budget, timeline, pain points, decision-making authority — define the signals that indicate a hot lead.

Create a lead qualification agent with these criteria: - Hot lead: Company 50+ employees, IT budget decision maker, active project in next 30 days - Warm lead: Right company size, interested but no immediate timeline - Cold lead: < 20 employees OR just researching for future Route hot leads to Slack #sales-hot and create HubSpot contact.

2

Build conversational flow

The agent qualifies leads through natural conversation, not forms. It asks questions, responds to objections, and guides visitors toward booking a call — all while gathering qualification data.

3

Connect CRM via MCP

Use MCP integrations to push qualified leads directly to your CRM. Create contacts in HubSpot, Salesforce, or Pipedrive automatically with all qualification data attached.

4

Deploy on your website

Embed your agent with a simple script tag. It appears as a chat widget on your site, engaging visitors 24/7 and qualifying leads even when your sales team is asleep.

Lead Qualification Agent
🔥 HOT LEAD
Acme Corp, 200 employees, active project

Ready to try for yourself?

Define your ideal customer profile. Deploy your qualification agent.

Try in Torki