Qualify strict-fit quote requests automatically
When projects must meet narrow criteria (location, size, timeline), AI agents qualify fast and connect non-fit leads to the right option.
When this use case fits
Some initiatives only accept projects that match a narrow window (size, location, timing).
Agents can qualify quickly, provide the correct guidance/package for qualified leads, and connect the rest to the right channel.
Narrow eligibility
Only some requests qualify. Responding fast prevents wasted back-and-forth.
High intent, incomplete info
Leads want a quote, but lack key details needed to determine fit.
Handoff matters
Non-fit leads should be connected to certified partners instead of dropped or handled incorrectly.
Typical fit criteria
You define the gates; agents enforce them and record outcomes.
Location
Within supported areas only.
Project size
Within the small-project threshold.
Timeline
Within a time window you can serve.
Surface / scope
Matches what the program can deliver.
Budget expectations
Aligns with a defined package or floor.
Decision readiness
Clarify next steps and escalate to a human when ready.
Workflow
Qualify fast, respond accurately, escalate cleanly.
Collect required fields
Ask for location, scope, size, and timing through email/WhatsApp.
Apply strict criteria
Confirm fit quickly and log pass/fail with reason codes.
Guide or connect
Qualified leads get the correct package guidance; non-fit leads are connected to a partner when appropriate.
Update CRM
Record the conversation and handoff outcome in HubSpot/Pipedrive.
What the team gets
More speed and consistency on strict-fit inbound.
Faster response times
Higher contact rate on inbound inquiries without additional headcount.
Consistent gate enforcement
No more ad-hoc decisions; criteria are applied the same way every time.
Correct escalation
Qualified leads get the right path; non-fit leads are redirected appropriately.
Send us your lead qualification gates
Copy/paste your disqualifiers, required fields, and escalation rules. We'll reply with clear next steps and a proposed qualification workflow.