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Lead Qualifier

Ask the right questions, qualify prospects, and capture details for follow-up.

Demo scenario: Meridian Consulting, a B2B consultancy

New to this? See what an AI agent is or how it differs from a chatbot.

Asks about needs, timeline, and budget — consultatively, not pushy
Filters out unqualified enquiries before they reach your team
Captures contact details for every qualified lead
Works while your sales team sleeps

Create your own lead qualifier agent View pricing

Live demo

Try describing a business problem you'd want help solving.

How it works

It asks consultative questions about need, timeline, and budget — the same qualifying criteria a salesperson would use — and scores the conversation so your team spends time on the enquiries that are actually ready to talk.

Setup in 3 steps

1Define the qualifying questions that matter for your business.
2Set what counts as a qualified lead for your team.
3Embed it on your site — every qualified lead's details are captured automatically.

Security & data isolation

Lead data is isolated per business with row-level security. The agent never fabricates a lead score — it only reports what the conversation actually established.

Full security & governance details →

By industry

Trades Professional services

Pricing

Included on every plan; Growth and Pro add more monthly messages and knowledge documents as enquiry volume grows.

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FAQ

Can it hand off to my CRM?

Qualified lead details are captured in your Holistic Agent dashboard; CRM integration is on the roadmap rather than live today — we won't claim an integration that doesn't exist yet.