ChatAgent
Use Case: Qualification

Qualify Leads Inside the Conversation

Not every chat is a lead. ChatAgent asks the questions your best salesperson would ask, records the answers and ranks prospects so your team starts with the ones most likely to buy.

Your criteria You define the questions and what counts as qualified
In the chat Answers are collected naturally, not through a form
Ranked Prospects are ordered by buying signals, urgency and fit
Recorded Every answer stays on the customer profile
Before ChatAgent

The situation before automation

Reps spend equal time on unequal leads

Without a ranking, effort follows who messaged last rather than who is closest to buying.

Qualification depends on who answers

One rep asks about budget and timeline, another does not. The pipeline reflects habits, not facts.

Good answers get lost in long chats

The budget mentioned on day one is buried by day ten. Nobody scrolls back to find it.

After ChatAgent

What changed with automation

Consistent questions every time

Every new prospect is asked the same core questions in the same tone.

Answers saved as structured details

Budget, timeline, location and preference are stored on the profile and visible to the whole team.

Priority list for the day

Prospects with strong signals rise to the top of each salesperson's list, with the reason shown.

How It Works

Simple to start. Runs automatically.

01

Define what qualified means

Pick the questions and the answers that matter for your sales process.

02

AI asks inside the chat

The conversation collects the answers and records them against the lead.

03

Reps work the ranked list

Your team starts each day with the prospects most worth contacting.

Frequently Asked Questions

Can I change the qualification questions later?

Yes. You control the questions and can adjust them as you learn what separates buyers from browsers.

What happens to leads that are not ready?

They stay on file with their answers and are surfaced for follow-up when their timeline or signals change.

Is a lead ever discarded automatically?

Ranking only decides who your team contacts first. A lower-ranked prospect is never deleted, and your team can always open the chat.

See ChatAgent in action

15 minutes with the founder. Real talk about your WhatsApp challenges and honest answers about whether ChatAgent fits your business.

You talk to the founder, not a salesperson.

Remember every customer. Prioritize every relationship. Know what to do next.

Start For Free

Open calendar

Pick a time. It loads here.

Ready to build your own before-and-after story?

ChatAgent handles orders, follow-up, and retention automatically — so you can focus on your product and the customers who love it.

No credit card required