From conversation to opportunity

Qualify leads without losing the context sales needs

Ask consistent questions, capture relevant signals, and prepare a reviewable handoff so the team can choose the next step.

Concrete capabilities with visible boundaries

Each block describes work the flow can support without turning automation into an absolute promise.

Define questions and signals around your process without treating automation as a perfect decision-maker.

Preserve answers, channel, and stage to reduce repeated manual entry.

Summarize the conversation while the commercial decision stays with the team.

Set the minimum information and directional criteria used for prioritization.

The agent asks progressively and stores the permitted context.

Sales validates the summary, updates the stage, and chooses the next action.

Final availability depends on the configured plan, permissions, and providers.

Does scoring decide who will buy?

No. It helps organize signals; commercial decisions remain with the team.

Can I customize the questions?

Yes. The flow should match your product, market, and the data you actually need.

Is conversation history preserved?

Context can be associated with the contact and conversation according to configuration and permissions.