Universal
Lead Qualifier
by Katexs
Scores the lead before a human touches it. Only hot leads get through.
Want this agent running in your business?
- Handles
- 5 tasks
- Channels
- Voice · Chat · SMS
- Connects
- 4 integrations
- Build time
- 48 hours
- Complexity
- Standard
Overview
Not every inquiry is worth your time. This agent scores every lead on budget, timeline, authority, and need — passing only hot prospects to your sales team and nurturing the rest on autopilot. It protects your closers from tire-kickers and ensures every conversation is with a buyer who can actually buy.
What it handles
- Scores every inbound lead on BANT criteria in under 3 minutes
- Asks qualifying questions by voice, chat, or SMS
- Routes hot leads to sales with a full scorecard
- Nurtures cold leads with automated follow-up sequences
- Updates the CRM with lead score and conversation notes
Channels
VoiceChatSMS
Integrations
HubSpotSalesforceGoogle SheetsZapier
Workflow
- 01
Lead Inbound
Inquiry comes in from ads, website, or referral.
- 02
Qualify
Agent runs BANT qualification by the lead's preferred channel.
- 03
Score & Route
Hot leads routed to sales; cold leads enter nurture sequence.
- 04
Nurture or Close
Nurture sequence runs automatically; sales gets alerts on engagement spikes.
What you'll need
- CRM with lead routing rules
- Qualification script and scoring rubric
- Sales team calendar for hot lead handoffs