HowtheAIlayerdecidesaleadissales-ready,andwhatacleanhandofftoahumanlookslike.
Qualification is the step between "someone showed interest" and "this is worth a person's time." The AI asks a short set of questions relevant to your business. The specifics vary by industry, but the goal is always the same: confirm the lead is real, roughly understand what they need, and gauge how ready they are to move forward.
What counts as "qualified" is defined per business, not assumed. A qualified lead for a property management company looks different from a qualified lead for a legal practice, so the qualifying questions and the bar for handoff are set up around your actual sales process, not a generic template.
When a lead clears that bar, the handoff to a human happens immediately, with the full conversation and every answer already captured in the CRM. Nobody on your team has to re-ask what the AI already found out. They open the record and already know why this lead is worth a call.
Leads who don't clear the bar yet aren't discarded. They move into a nurture sequence instead, so "not ready today" doesn't mean "never contacted again."
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