Artificial intelligence

Lead pre-qualification with AI agents

See how an AI agent that answers, qualifies and books (on WhatsApp, email and social, 24 hours a day) turns the budget you already spend into revenue you do not yet have.

Your marketing generates leads. Your process loses them.

It is 22:47. A lead writes: “Good evening, I would like more information.” Most companies answer the next morning. Or never. The competitor who answered in 30 seconds got the client.

21x

more likely to qualify a lead by answering in under 5 minutes

78%

of buyers close with the first company that answers

42h

the average B2B response time the agent replaces with seconds

What is lead pre-qualification with AI agents?

Lead pre-qualification with AI agents is the practice of using an intelligent conversational agent to answer every new commercial contact immediately, hold a natural qualifying conversation (budget, urgency, profile, need) and hand the sales team only the leads with real potential — already scored, in context and logged in the CRM. It runs 24 hours a day on channels such as WhatsApp, email, web chat and Instagram.

It is worth being clear about what this is not: it is not a menu chatbot with buttons that annoys everybody. It is not an autoresponder saying “thank you for getting in touch”. It is an agent parameterised to your business, which talks in your brand's tone, knows what it may and may not answer, and knows when to hand the conversation to a human.


What this does for your business

No lead left unanswered

Answered in seconds, 24/7, including the 40% that arrive outside working hours.

Only qualified leads reach the team

The agent filters the merely curious and applies your commercial criteria.

Meetings booked inside the conversation

No back-and-forth of emails and missed calls.

Everything in the CRM, automatically

Score, data and history for every contact, with no manual work.

A businesswoman walking down Avenida da Liberdade, in Lisbon, reading her phone.
Quality over quantity

How it works: from click to CRM in five steps

  1. Omnichannel capture

    The lead arrives through a click-to-WhatsApp ad, a site form, a portal, email or an Instagram DM. Every channel converges on the same agent: one queue, zero contacts lost.

  2. Immediate reply and qualifying conversation

    The agent answers in seconds, in the brand's tone of voice, and asks 4 to 8 natural questions that adapt to the answers — not a form disguised as a conversation.

  3. Scoring and classification

    Each lead gets a score and a category (hot, warm, out of profile) from explicit business rules, defined with you — auditable and adjustable.

  4. Routing and booking

    Hot leads go straight to the right salesperson, with a summary of the conversation. Where it makes sense, the agent books the meeting, viewing or appointment directly in the team's calendar.

  5. CRM synchronisation

    Every interaction feeds the CRM: qualifying data, score, campaign source and transcript. Management gets to see the whole funnel on one dashboard.

Watch your business grow

From here the system works for you: every month, real conversations sharpen the questions, the flows and the scoring — the agent improves with use. Response time stays in seconds, contact rate stays at 100%, and your team spends its days in the only place where it makes money: selling.

And the leads that never reply?

The same system follows up in context within 24–48h and puts the warm ones into nurturing until they are ready. Qualification is not a moment. It is a continuous process.

Some of the verticals we support

Real estate: speed is worth (literally) houses

In a test on the 74 largest North American agencies, 41% never answered the leads from their own site — and only 9% answered inside the critical 5 minutes. The agent qualifies intent, budget, financing, area and property type, and books viewings straight into the right agent's calendar.

A client sitting in a café shows a conversation with the agent on her phone.

Clinics and healthcare: from question to booked appointment

Reception is the bottleneck of any clinic: the phone rings while someone is being served at the desk, and the Friday-night request only gets an answer on Monday. The agent replies with information the clinic has approved, does administrative triage, books in the real calendar, sends reminders that cut no-shows and reactivates dormant patients.

A clinic's reception, with the corridor of consulting rooms beyond.

B2B and services: fewer wasted meetings, a cleaner pipeline

In B2B the cost is not only the lead you lose — it is the 45-minute meeting with someone who could never have bought. The agent applies your qualifying framework (BANT or a tailored variant) before any human invests time, books the discovery call with the right salesperson and keeps the “not yet” in nurturing.

Someone working on a laptop, with data panels projected alongside.

Your sector: what changes is the vocabulary, not the machine

Real estate, healthcare and B2B are three examples, not a closed list. What carries from one sector to the next is the mechanism: answering in seconds, asking what separates the merely curious from a buyer, and handing the conversation to the person who sells already qualified. What changes is the sector's vocabulary, the questions that qualify, and the rules of what the agent may and may not answer. That gets written at kickoff, with the people who know the business: you.

Your sector goes here.

Talk to us

Want to know where AI can make a real difference to your business?

We help you find out.

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Everything you need to know

Will AI agents replace my sales team?

No. It will replace the worst part of its work. Repetitive triage moves to the agent; the relationship and the close stay human, with more time and better context.

What if the agent says something absurd to a client?

The agent answers only from information you have approved, and escalates to a human when it leaves that perimeter. Every conversation is logged and auditable.

Don't my clients prefer talking to people?

They prefer talking to whoever answers. The real alternative is not a person available 24/7, it is silence until Monday. And when the client asks for a human, the agent hands over the conversation at once.

Does it work with my current CRM?

Yes. We integrate with the main CRMs on the market. And if you do not have a CRM yet, we set one up as part of the project.

How long does it take to implement an AI agent?

A typical project goes from kickoff to go-live in 4 to 6 weeks: diagnosis and design, parameterisation and integration, supervised testing and a phased launch.

Which languages does it work in?

Any of them. To start with, Portuguese, English and whichever languages matter to your market, detecting the lead's language automatically.

How much does implementing an AI agent cost?

It depends on channels, integrations and conversation volume. The investment is structured as an implementation project plus monthly optimisation, sized in a proposal after the free diagnosis.