Qualify leads and automate next steps more easily

Until now, you set up lead qualification mostly from individual customer details, while the funnel numbers lived in Reports. The new Qualification page in Settings brings it together.

See your funnel

The page shows how many visitors, leads and qualified leads you had last week. A visitor is anyone who lands on your website. A lead is a visitor you can contact again, with an email or phone number.

Define a qualified lead

Pick the customer details a lead needs before it counts as qualified, like budget or company size. Add or edit fields right on the page. A preview shows how they’ll look on the customer card your team sees in a chat.

Collect the details

The page shows how those details get collected: with your AI Agent, custom forms or by your team during chats. It links to the AI Agent and to the forms that collect them.

Automate the next step

Select Setup on Create a ticket to open a ready-made skill that creates a ticket for every new qualified lead. Need another action? Build a custom skill.

Available now

Try in Qualification.