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Qualifier. Your questions, asked.

The Qualifier talks with every lead, inbound or outbound: it asks the questions you choose and takes a name and a way to reach them.

With every lead, inbound or outbound.

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ExampleA travel enquiry

A travel agency

Hi, do you have business class fares to Singapore in March?

We do. Will you fly from London, and how many of you are travelling?

ExampleThe lead, from the travel chat

Route
London to Singapore
Dates
March, ten days
Travellers
2 adults, return
Name
Hannah Cole
Phone
+44 7700 900123

Sent to your CRM

The Qualifier at work. Your questions in, a lead out.

What goes in

  • The questions you would ask before calling someone back.
  • The details you mark as required.

What comes out

  • A lead with a name and a phone number or email, and the answers to your questions.
  • With conversation analysis on, a short summary of each conversation.
ExampleA lead, from a travel agency chat

Lead

Route
London to Singapore
Dates
March, ten days
Travellers
2 adults, return
Name
Hannah Cole
Phone
+44 7700 900123

Summary, with conversation analysis on

Return business class for two, London to Singapore in March for ten days. Wants fares by phone today.

Sent to your CRM

You decide

  • Which questions it asks.
  • When a lead is sent: as soon as there is a phone number or email, or once every detail you mark as required is in.

Where it stops

Once there is a way to reach them, the lead goes to the CRM or system you connect, and your team takes it from there.

Questions about the Qualifier.

More in the FAQ, or write to hello@brightshoal.si

Will it make things up?

It answers from the knowledge and instructions you give it, and you decide what it says when it does not know, such as offering a callback or a person. Every conversation is saved, so you can check what it said.

Where do the leads go?

To the CRM or system you connect. A lead is sent once the agent has a way to reach the customer, a phone number or email. If you prefer, it can wait until every detail you mark as required is in.

Next in the stack. Meet the Handover, or the whole team.