Today
Can leads be qualified on WhatsApp without me answering each one?
The supervisor spotted a new inquiry and routed it to the lead qualification agent
Yes. I ask your qualifying questions, score the lead and save the answers in the CRM. A hot lead goes straight to your salesperson.
The lead qualification agent answers every new inquiry on WhatsApp, asks the questions you set (budget, area, timing, type of service), and writes the answers into fields in your CRM or HubSpot. Following your rules, it adds the lead to a pipeline, opens a task for the salesperson, and hands the chat over when the lead is hot.
A lead from an ad. Two questions, a score, and sales on the line.
Hi, I saw your ad. How much does a kitchen renovation cost?
Hi! It depends on size and materials, so a few quick questions so we can quote properly. Which city is the apartment in, when would you like to start, and roughly what budget?
Holon. In about a month, budget up to ₪60,000
Lead scored hot · moved to "Measurement visit" in the pipeline · task created for Avi
Hi, Avi here. I can come to measure on Tuesday at 17:00 or Wednesday at 09:00. What suits you?
What the agent does with every lead
- Answers right awayEvery inquiry gets a reply the moment it arrives, nights and weekends included.
- Asks your questionsYou decide what matters: budget, area, timing, type of service. The agent asks in a natural conversation, not a form.
- Scores by your rulesThe agent writes the score to a CRM field, such as hot, warm or cold, following the definition you gave it.
- Moves it through the pipelineA qualified lead enters the pipeline and moves to the next stage, with a note explaining why.
- Hands hot leads to a personWhen a lead meets your criteria, the chat goes to your salesperson, who is notified with the context.
- Works with HubSpot tooThe agent creates and updates HubSpot contacts, assigns an owner and opens tasks.
Leads from every direction
- Campaign repliesAnyone who replies to a WhatsApp campaign gets an answer from the agent and goes through the same qualification. WhatsApp campaigns
- Missed callsA caller who got no answer receives a WhatsApp message, and the agent continues qualifying from there. Automations
- A summary for every leadAt the end of the chat, a summary lands on the customer's record with suggested next tasks.
- Leads that go quietA lead who stops replying passes to the follow-up agent, which checks back at the time you set. Follow-up agent
Set up a lead qualification agent
1Define a good lead
Write which questions to ask, and what makes a lead hot, warm or cold.
2Connect the CRM
Choose fields and a pipeline in the built-in CRM, or connect HubSpot. Integrations
3Choose who gets hot leads
Set who receives hot leads and how they are notified, on WhatsApp or by email.
4Test and go live
Run sample conversations with hot and cold leads, then switch it on. Agent evaluations
Questions about lead qualification
What is AI lead qualification?
An AI agent runs the first conversation with a lead, asks your qualifying questions, and decides by your rules whether to pass it to sales, add it to a pipeline, or leave it for follow-up.
How does the agent decide a lead is hot?
By the definition you write in its instructions, for example a budget above a certain amount and a start date in the coming months. The score is written to a CRM field, so you can always see why a lead was rated that way.
Are leads saved in our CRM?
Yes. In the built-in CRM, in HubSpot, or in Homely for real estate offices. Built-in CRM
Can the agent book a meeting too?
Yes, when Google Calendar is connected. It offers open times and books on the salesperson's calendar. Appointment scheduling agent
What happens with a lead who doesn't reply?
The follow-up agent checks back with an approved WhatsApp template at the time you set, and continues qualifying when they answer. Follow-up agent
Let's talk
Hi, this is the RealOffice.AI agent. Leave your details and we'll get back to you with a demo built around your business.
Prefer to talk now? 053-5908627 · sales@realoffice.ai