Use case · Lead qualification
AI agents for lead qualification
An AI lead qualification agent contacts each new lead on WhatsApp or by phone as soon as it arrives, asks the questions you define (need, budget, timing, authority), records the answers in your CRM and books a meeting with your sales team for the leads that qualify. With Jelliu you set it up without code.
By Jelliu
Manual qualification vs an AI agent
What does an AI lead qualification agent do?
- Reaches new leads from forms, ads or your CRM by message or call.
- Asks your qualifying questions and records each answer.
- Marks the lead as qualified or not according to your rules.
- Books a meeting with sales or hands the lead to a person.
- Follows up with leads who did not answer, within the limits you set.
How to set it up with Jelliu
- Write your qualifying questions and what "qualified" means.
- Connect your CRM and calendar, or send leads in through the API or webhooks.
- Choose the channel order: WhatsApp first, call, or both.
- Test with simulated conversations, then launch it as a campaign.
Channels, languages and price
Jelliu agents work on WhatsApp, voice calls, email and web chat, in English, Spanish and Portuguese, and you can manage them from the dashboard or from a WhatsApp chat. For selling directly in the chat, see AI agents for WhatsApp sales. Plans start at $79/month — see pricing.
Frequently asked questions
Launch your lead qualification agent
No code. Plans from $79/month.