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AI lead qualification agent: it qualifies before you get there
It asks what you would ask, gives the prices you publish and hands the hot lead to your sales rep with all the context logged. The 9:40 pm enquiry no longer waits until tomorrow.
Included from Business
What it does, step by step
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It greets the enquiry
Call or WhatsApp, outside your opening hours too: when the prospect has the impulse, not when the office opens.
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It qualifies with your questions
It asks what they need, by when and their budget, and logs every answer. You set the criteria for moving stage in the agent's pipeline.
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It quotes from your rates
It gives the prices you publish. What needs a custom quote it doesn't invent: it leaves it prepared for your team.
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It hands over the hot lead
If they meet your criteria, your sales rep gets the lead with full context, not a phone number on a scrap of paper.
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It doesn't drop the rest
What doesn't close stays in the pipeline for follow-up; with outbound (from the Business plan), the agent also returns calls.
What gets connected
- The UTIO CRM
- The pipeline with assignment lives inside the fee: every lead lands on a specific sales rep.
- Google Calendar
- If the next step is a meeting, it books the slot in the connected calendar (from the Business plan).
What happens in the CRM on every event
A lead that isn't logged is a lead that doesn't exist. This is what the agent writes on every event.
- New enquiry
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It writes: ContactLead
They're added as a contact with their answers logged and join the pipeline according to your routing rules.
- Hot lead
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It writes: AssignmentTask
The pipeline assigns it to a sales rep and creates the contact task. Nobody keeps it on a post-it.
- Quote requested
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It writes: Record
What they asked for and what they were told stays on the record: the next conversation starts where the last one ended.
- Meeting closed
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It writes: Appointment
It goes into the CRM calendar and your Google Calendar, if connected.
- Cold lead
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It writes: Pipeline
It isn't deleted: it stays at its pipeline stage with the context, ready for follow-up.
What it costs
Included from the Business plan
On voice, with the Business plan (€349/mo: qualification and outbound). On WhatsApp, with the Business plan (€129/mo: pipeline with assignment).
Stand-alone configuration outside an implementation: €290, once — your qualification questions, your hot-lead criteria and the CRM defined for every event.
Questions about this vertical
How does the agent know a lead is hot?
Because the criteria are yours: the agent asks what they need, by when and their budget, and you set the criteria for moving stage in the agent's pipeline. The agent doesn't improvise sales judgement.
Can it give prices and produce quotes?
It gives the indicative prices you provide and, if asked for a formal quote, logs it with what's needed and passes it to your business software or sales rep. It doesn't give firm prices or discounts.
How does the lead reach the sales rep?
Through the CRM pipeline, with assignment: the lead lands on a specific rep, with a task created and the full context of the conversation.
How are leads shared between sales reps?
Through the CRM's routing: every lead has an owner, the rep is alerted right away and you set what counts as a hot lead.
Ready to transform your customer service?
Tell us what you want to solve and our team will get back to you as soon as possible, usually within one working day.
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+34 951 047 200 - Email
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