Lead qualification · Alebex
Solutions / Use cases

Qualify every lead the same way, inside the conversation.

Qualification is a filter, and a filter is only worth having if it runs on everything. The agent reaches the whole list, asks the criteria you approved in the order you approved them, and writes the answers to the record as it goes.

Status Illustrative walkthrough The sequence below describes how an agent would run this workflow.
On this page How it runs Where it stops Related walkthroughs Live demo
How the workflow runs

One filter, every lead

From a raw list to a filtered one, without a person reading a transcript.

One filter, every lead
01 Agentic core
The list enters

Every lead on it, in whatever order you set.

02 Voice
Reached on the channel that answers

Voice first, then SMS and email — the same thread, the same memory.

03 Agentic core
Asked your criteria

The questions you approved, asked the same way for every lead.

04 Agentic core
Written to the record

As fields, so the qualified set can be filtered rather than re-read.

One thread, whichever lane a step sits in.

Where the agent stops

In scope, out of scope

In scope
The agent handles
Reaching every lead across voice, SMS and email.
Asking the approved criteria in a fixed order.
Capturing answers as fields on the record.
Passing a qualified lead on with the thread attached.
Honouring an opt-out immediately, on every channel.
Out of scope
The agent hands off
The judgement call on a borderline lead.
Anything outside the approved answers and workflows.
Anyone who asks to speak to a person.

The agent produces the shortlist. It does not decide what happens to it.

The shortlist

A consistent filter produces context, not a verdict.

The agent gathers the approved answers and carries them forward. The decision about what happens next stays with your team.

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