AI SMS lead qualifier

Put an AI agent on lead-qualification duty. When a lead submits your form, the agent opens an SMS conversation, asks your qualifying questions and, once the conversation completes, moves the contact to the pipeline stage you choose — so your reps only ever talk to qualified leads.

How it works

1. Form submitted — a new lead arrives.
2. Resolve contact — matches or creates the contact for the conversation.
3. AI conversation (SMS) — the agent chats with the lead using the objective you configure (questions, tone, goal).
4. Update pipeline stage — moves qualified leads to your chosen stage.

Setup after installing

• Pick the trigger form.
• Open the conversation step and write the agent's objective: what to ask, what counts as qualified, and how it should sound.
• Choose the pipeline and target stage in the last step.
• Make sure a phone/SMS channel is configured for your workspace.