Let's talk
Back to AI Agent & Chatbot

B2B & project sales teams · 03 / 12

Lead qualification agent

Every lead from ads and the website gets a conversation within the first minute, and sales only receive the ones with a budget, a need and a call time booked.

Talk to an engineer about this
A sales director in a suit looks over Bangkok at dusk from a glass room, beside the words Ready to Buy and a short checklist. B2B & project sales teams
“Sales lose half a day on people who were only curious, while the ones ready to buy wait in the queue.”

The problem

Leads arrive from ads all day as names and phone numbers in a Google Sheet the sales team splits between them. Half don’t pick up, another group say they were only looking, and the one who meant it and messaged at 8 pm gets a call the next day, after talking to a competitor.

So the sales team is measured on calls made instead of deals closed, and nobody can say which channel’s leads are worth the ad money, because what was said on the phone never reaches the CRM.

How we solve it

We set up an agent that replies to every lead the moment it arrives, on LINE or Messenger depending on where the customer came from. It asks the questions your sales team already asks: what budget, when they need it, whether they decide alone or present to someone, and scores the answers against your criteria. No lead waits more than a minute.

For leads that pass, the agent logs the full answers to the CRM, books a call-back slot in a free rep’s calendar and sends the rep a short brief before the call. Leads that are not ready yet get followed up at intervals with the material they asked about, and the rep is alerted the moment they reply.

The agent qualifies and queues. Quoting and closing stay with sales, and the scoring criteria can be changed any time from the dashboard without touching code.

How it runs

Work comes in from
  • Facebook and TikTok Lead Ads
  • Website forms
  • LINE OA
  • Leads from events
What the AI does
  1. Reply within the first minute
  2. Ask budget, needs and timing
  3. Score against your criteria
  4. Book a call-back with a free rep
Where it lands
  • Ready leads in the CRM with a brief
  • Call booked in the rep’s calendar
  • Not-ready leads followed up by the agent
  • Dashboard of leads per channel

Before and after

Before
After
Sales call every lead; half were only browsing
Sales get only leads with a clear budget and timing, with a brief before the call
A lead who messaged at 8 pm gets a call the next day
Every lead gets a conversation within a minute, whatever the hour
Nobody knows which channel’s leads actually close
The dashboard shows which channel sends the leads that become deals

What you get

  1. 01

    An agent that replies to every lead from Facebook Lead Ads, website forms and LINE OA within the first minute, day or night

  2. 02

    Budget, needs, location and decision timeline asked in the order your sales team already uses

  3. 03

    Leads scored against your criteria, answers logged to the CRM, and ready leads assigned to a free rep with a call-back slot booked

  4. 04

    Leads that are not ready followed up at intervals with the information they asked about, with sales alerted when they reply

  5. 05

    A dashboard of which channels produce leads that actually close, and which reps are slow to call back

Who gets what

Business owner

Every baht of ad spend gets a follow-up within the first minute, and you can see which channel produces deals and which only produces clicks.

IT director

Connected to the CRM you already run through its official API. Lead data stays in your system, every conversation is kept, and retention periods can be set to match PDPA.

The team using it every day

Reps stop chasing people who never pick up and start each day with a list of people ready to talk about buying.

Who this fits

Real estateCars & insuranceSolar & energyB2B softwareSchools & tutoringClinics & aesthetics

Connects with what you already run

Facebook Lead AdsLINE OAHubSpotSalesforceZoho CRMGoogle Calendar

Development process

  1. 1

    Discover

    Requirements, users and success metrics, with scope and price fixed before we start.

  2. 2

    Design

    UX and system architecture; the prototype is approved before anything is built.

  3. 3

    Build

    AI-accelerated sprints with a demo every week, reviewed by senior engineers.

  4. 4

    Test

    QA, security and performance verified against the agreed scope.

  5. 5

    Launch & care

    Production deploy, team training, and a monthly care plan.

Turn your business problem into a system that works for you

Tell us today — get an executive-ready proposal with the plan and budget.

Talk to an engineer about this

More solutions in AI Agent & Chatbot

See the whole service
Sales teams & page admins Sales chat agent Customer support teams After-sales support agent Online shops & wholesalers Order and status tracking agent HR & IT departments HR and IT helpdesk agent Accounts & collections Payment reminder agent Hotels & resorts Room booking agent on LINE and web Restaurants & cafés Ordering and table booking agent Clinics & hospitals Appointment and first-contact agent Schools & institutes Admissions and parent agent Real estate Lead qualification and viewing agent Car dealers & service centres Test drive and service booking agent