Lead qualification

AI lead qualification

Automate lead qualification and surface real opportunities with AI, so your team works only high-intent prospects.

What does an AI agent for lead qualification do?

An AI agent for lead qualification talks to every prospect who writes to you, including those who arrive from an ad, and asks the questions you define: what they need, by when and on what budget. With the answers it fills in the contact’s fields in the CRM, your custom ones included, and gives it a score from 0 to 100 with the reason written out. The ready ones go to your team with the full context; the rest get automatic follow-up within 24 hours and, on WhatsApp, after that too, with a template approved by Meta.

Lead qualification Met at a glance

What it does: Talks to every new prospect, including the ones who arrive from an ad, asks the questions you define, fills in the CRM and gives each one a score from 0 to 100 with the reason written out.
Systems it works on: Meteor CRM (24 tools)
Microsoft Dynamics 365 (8 tools)
Google Workspace (32 tools)

In total, 64 real tools across those connectors, counted from the public capability registry. It uses the ones from the systems you connect.
What triggers it: A new prospect writing in, including from an ad.
AI level: You choose each Met’s level: Ágil, Brillante or Genio. All three come with every plan and their usage is billed as Energy. How billing works
What it does not do: It does not invent the criteria: it qualifies with the rules you write, such as budget, timeline or city.
More than 24 hours after the person’s last message, follow-up only continues on WhatsApp with a template approved by Meta; on Instagram and Messenger it waits for the person to write again.
It does not close or collect: a ready lead goes to your team with the conversation, the fields it filled in and its score.
Price: From US$99 a month + Energy

The problem

Is your team burning hours on leads that will not buy?

Reps spend hours chasing cold prospects while the hot leads go cold waiting for a reply.

The solution

Turn on AI lead qualification

Your Met identifies and prepares the best prospects for your sales team, 24/7.

Before and after

From the same old bottlenecks to a real advantage

Reps waste time on cold leads.

AI qualifies leads in minutes.

Hot leads go cold waiting to be contacted.

Immediate reply and qualification, at any hour.

Inconsistent qualification criteria.

Buying-intent scoring with an explicit reason, on the criteria you define.

Leads that arrive after hours are lost.

24/7 qualification: no lead goes unattended.

No follow-up on leads that are not ready yet.

Automatic follow-up for those not ready yet: within 24 hours on any channel and, after that, on WhatsApp with an approved template.

What it does

Ready for the routine work and the hard cases

Capture and qualify 24/7

Engages prospects instantly
Answers baseline questions
Applies first-pass filters
Never loses a lead to the clock

Consistent qualification

Scores intent on the criteria you define
Assigns a score to every lead
Flags high-intent prospects
Keeps the evaluation consistent

Handoff and follow-up

Hands qualified leads to the team
Provides the full context
Keeps following up on leads that are not ready yet
Keeps interest alive through to conversion

Tasks this Met runs

Tasks the lead qualification Met handles end to end

Each one with its steps, the tools it uses at every step and what it does not do.

Sales and quoting

Qualify a new lead and hand it to the right rep

How do I get every new lead to the right rep already qualified?

Sales

Starts:: when the customer writes
Steps:: 6, with 14 real tools
Needs:: Meteor CRM

Sales and quoting

Create or update a Dynamics 365 lead from WhatsApp

How do I create or update a WhatsApp lead in Dynamics 365 without duplicating it?

Sales

Starts:: when the customer writes
Steps:: 5, with 5 real tools
Needs:: Meteor CRM · Microsoft Dynamics 365

Sales and quoting

Record WhatsApp leads in Google Sheets and leave a traceable follow-up

How do I record WhatsApp leads in Google Sheets while reducing duplicate rows and leave a clear follow-up?

Sales

Starts:: when the customer writes
Steps:: 6, with 9 real tools
Needs:: Meteor CRM · Google Workspace

See every automation

FAQ

Frequently asked questions about Lead qualification

Meteor’s lead qualification Met. It asks what you define (need, timeline, budget), stores each answer in the contact’s fields, custom ones included, and gives it a score from 0 to 100 with the reason written out. If you use Microsoft Dynamics 365 or a Google Sheets spreadsheet, it also creates or updates the lead there. It does not replace your judgment: the score comes from the rules you write, and a ready lead goes to your team with the full conversation.

With a Met that answers first. When the conversation starts from a Facebook or Instagram ad, Meteor records which ad opened it and the Met asks the qualifying questions in the same chat. The ones that meet your criteria reach the inbox with their score and, if you turn on automatic assignment, they are shared out in turns across your reps; the rest stay in the CRM with follow-up. After 24 hours, that follow-up only continues on WhatsApp with a template approved by Meta.

On the criteria you define: budget, timeline, customer type, city or whatever matters in your sale. The Met asks for them in the conversation, stores the answers in the contact’s fields and gives it a score from 0 to 100 with the reason written out, so your team can see why a lead ended up high or low.

They stay in the CRM with their score and stage, and the Met follows up. Within 24 hours of the person’s last message, the Met can write to them on any channel. After that, on WhatsApp it can only pick the conversation back up with a template approved by Meta, and on Instagram and Messenger it has to wait for the person to write again.

Yes. When the conversation starts from a Meta ad, Meteor records which ad opened it, on WhatsApp, Instagram and Messenger, and that stays on the contact so you know which campaign brings the leads who actually buy.

In Meteor’s inbox, with the full conversation, the fields the Met filled in and its score. You can turn on automatic assignment so chats are shared out in turns across a group of reps, and when a rep replies, the Met pauses in that conversation.

Every implementation includes discovery, setup and tuning during the ramp-up. After that, each Met’s quality is measured by sampling: an automated judge reviews a sample of its conversations and scores the support it gave, and the activity tab shows what each Met did, with which tool and at what cost. If something is not working the way you expected, we review it with you using that data and adjust until it is running.

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