How an AI sales agent qualifies a lead, one turn at a time
In short
An AI sales agent qualifies a lead the way a good salesperson does on a first call: it answers the visitor’s question first, then asks about the need, the size of the project and the timing, shows a price range, and only then asks for contact details and proposes a next step. Below is one conversation broken down turn by turn, with what the agent records at each step.
Turn 1: answer first
Visitor: "Do you install heat pumps in older houses?" The agent answers from the company’s pages (yes, with the conditions listed there) instead of asking for an email. Recorded: interest = heat pump; context = older house.
Turn 2: the question that sizes the project
Agent: "What’s the floor area, roughly, and how is the house heated today?" Visitor: "About 1,500 sq ft, oil boiler." Recorded: size and current system, the two variables that move the price most.
Turn 3: give a number
The agent shows the range the company set for that size and system, and says what changes it (insulation, radiators). Visitors who stay after seeing a range are far more serious than those who leave; the range does the first filtering.
Turn 4: timing and decision
Agent: "When would you like it done, and is anyone else deciding with you?" Recorded: timeline and decision-makers. A lead for next month and a lead for next year are not the same lead.
Turn 5: the next step
Agent: "I can book a free home visit; here are this week’s slots." Only now does it ask for a name and phone number. The visitor already got value, so they give it more willingly.
What you receive
A lead card with the contact and a summary, for example:
- Need: heat pump replacing an oil boiler
- Size: about 1,500 sq ft, older house
- Range shown and accepted
- Timeline: within 2 months; decides with spouse
- Next step: home visit booked Thursday 5pm
FAQ
Why not ask for the email first?
Because visitors give details when they get something back. Answering and showing a range first keeps more of them in the conversation.
Can I change the questions?
Yes. Brift.ai suggests the questions for your business; you edit them in the studio.
What if the project is not a fit?
The agent says so politely and, if you have one, offers an alternative or a resource.
How much does Brift.ai cost?
$79 per month after a 7-day free trial, with unlimited conversations.