Tangensys • Plan, deliver, measure
AI lead qualification
Use clear qualification rules to help sales prioritise inbound enquiries. Keep the rules understandable so people can review why a lead was routed or held.
The work to plan together
A scope shaped around this requirement.
- Qualification questionsScope
- Scoring rulesReview
- Routing to CRM and WhatsAppCheck
- Approved informationWhat the tool is allowed to use
- Routine stepHandled automatically
- Human hand-overYour team takes over when needed
- Regular reviewOutputs checked and corrected
In short
What does AI lead qualification involve?
AI lead qualification agents ask new leads a few questions, score them and route the best to your sales team quickly.
When AI lead qualification is a useful fit
Teams with many inbound leads
Apply approved qualification questions consistently and preserve the prospect’s original request.
Real estate and education
Route enquiries by genuine suitability rather than letting an agent invent eligibility or availability.
B2B sales
Keep long-cycle opportunities connected to an accountable salesperson and CRM record.
Problems worth addressing first
Use these situations to identify the work that deserves attention before expanding the scope.
- Sales chases poor leads
- Good leads wait too long
A practical example
An enquiry can be sorted by service, location and buying timeframe, with uncertain answers sent to staff instead of being rejected automatically.
This is an illustrative scenario to explain the approach, not a claimed client project.
The work we can include
The final quote identifies the deliverables, quantities, approvals and exclusions. Select the work that serves your goal rather than assuming every item is required.
- Qualification questions
- Scoring rules
- Routing to CRM and WhatsApp
- Reporting
Where we usually begin
Qualification criteria and data permissions are approved by your team. The system does not promise to close deals or replace human judgement on borderline leads.
Practical detail
Qualification with room for uncertainty
An illustrative assistant asks which service a prospect needs and routes the request. It should support sales decisions without rejecting uncertain prospects as if a score were infallible.
| Part of the work | Example output | How to review it |
|---|---|---|
| Approved questions | Service need, genuine coverage and suitable contact route | Questions match the offer and avoid unnecessary sensitive data. |
| Clear fit | A prospect meets the agreed routing criteria | The request reaches the appropriate owner with the source context. |
| Uncertain fit | An incomplete or contradictory answer | The prospect is marked for staff review rather than silently discarded. |
| Evaluation | Routing errors, missed suitable prospects and staff corrections | False rejection is reviewed alongside successful qualification. |
Sales scripts, scoring criteria and permitted actions need approval. A useful pilot compares assistant decisions with staff-reviewed examples before increasing its authority.
Keep commercial authority explicit
An AI sales assistant can support initial questions, qualification and handover. It should not invent discounts, contractual terms or product capabilities. The approved offer and the authority to make commitments need a clear owner.
Start with a small, clearly defined enquiry path and the information staff actually need. Ask only relevant questions, provide a way to speak to a person and stop the sequence when the request is no longer active. CRM and messaging integrations affect what can be observed reliably.
Test unsuitable requests, uncertain answers and staff takeover. Review qualified handovers and error cases alongside message volume. A conversation is not a sale, and sales claims depend on the business’s confirmed records.
Free AI project review
Start with a clear scope and a practical next step.
Tell us what you want to improve and share the relevant website or project details. We will review the starting point, recommend a suitable scope and provide a custom quote.
The initial review is free. Delivery, third-party charges and ongoing support are quoted separately.
Process
How the work is delivered
Review the starting point
Review the current setup, examples of the problem and the information needed to agree the work.
Agree scope and sign-off
We start with real examples of the task and approved information. A small, clearly defined pilot tests usefulness, failure cases and the level of human oversight before wider rollout.
Deliver and review
Evaluation includes inaccurate answers, unavailable tools and uncertain requests. Provider charges, monitoring and updates are defined separately; the business keeps an accountable human owner.
Hand over the next steps
Review the agreed outputs together. Confirm what your team maintains and what needs a separate ongoing arrangement.
What progress should mean
Measures that match the work
Measure routing accuracy, useful conversations and response time. Check false rejections and duplicate enquiries, not only the number of leads assigned.
A record of delivery
See what was completed, reviewed and still dependent on access or approvals. Project delivery and business results are reported separately.
Clear limits in the data
We explain what can be verified and where a result is only an estimate. Contact clicks, conversations and sales are different actions.
Scope and responsibilities
You keep ownership of your business accounts and approved deliverables under the agreed contract. Any third-party licences, subscriptions or usage fees are identified before you commit.
Can an AI agent negotiate prices?
Only a specifically approved, supported process could allow limited actions, and the boundaries must be explicit. A safer starting point is explaining approved pricing information and routing custom quotes to staff. No commercial authority should be inferred from the agent label.
Can an AI score tell us which leads will buy?
It is an estimate based on the agreed inputs and rules. Review it against real outcomes and do not confuse a high score with a guaranteed sale.
Can it send proposals automatically?
Only if explicitly authorised and technically supported. Pricing, terms and commitments often need a staff approval step.
Does this replace salespeople?
No. It sorts and routes leads so people spend time on the best ones.
How is AI lead qualification priced?
We quote against your goals, current setup and agreed scope. The quote separates delivery from third-party costs and ongoing support. You receive a custom quote within 2 working days.
How long does the work take?
The timeline follows the size of the agreed scope, access, content and approvals. We confirm milestones in the quote; a simple change and a full implementation need different schedules.
How will we communicate?
Your point of contact agrees a review rhythm with you. We use email, WhatsApp and scheduled calls, with decisions and scope changes recorded clearly.
What do you need to get started?
Share your current website or system, your main goal and examples of what is not working. We then agree the access and information needed for discovery.
Is everything included in the free review?
No. The free initial review helps define the next step. Detailed research, design, implementation and ongoing support are included only when stated in your quote.
Explore the related services
Let’s agree the right next step.
Tell us your goals and current setup. We’ll recommend a practical starting point and provide a custom quote.
Custom quote within 2 working days