Qualify and Route Leads Automatically with AI

AI agents handle discovery questions, assess fit, and instantly route qualified leads to the right team — so sales never misses an opportunity.

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Here are some of the top use cases:

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AI Agents for Lead Qualification & Routing

Sales teams spend too much time chasing unqualified leads. AI qualification agents automate that process — greeting prospects, asking discovery questions, and identifying whether they meet your ideal customer profile. Qualified leads are instantly routed to the right salesperson or department, while unqualified ones are logged for nurturing later. This ensures faster responses, better conversion rates, and more efficient use of your team’s time.

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Common use cases

How AI Lead Qualification Agents Work

Ask Discovery Questions Automatically

AI agents open conversations, gather details like company size, budget, and goals, and record the data for your CRM.

Score and Segment Leads

Based on your criteria, the agent classifies leads as high, medium, or low quality to prioritize sales follow-up.

Route Qualified Leads Instantly

Hot leads are transferred or sent to the right salesperson in real time for immediate outreach.

Log and Nurture the Rest

Unqualified leads are tagged and stored for future campaigns or automated nurturing workflows.

Why Voiceflow?

Voiceflow powers voice AI at scale, for businesses that can’t afford to be limited.

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Build complex logic with ease

Make API calls mid-conversation

Execute custom code on demand

Trigger actions across your entire stack

Connect to your CRM, calendar, and internal tools via API

Design, test, and deploy—all in one platform

Overview

How it works

From the first touchpoint to handoff, your AI qualification agent captures, scores, and routes leads automatically — no manual sorting required.

Describe your ideal customer and qualification flow in Voiceflow to generate a tailored agent design.
Add branching logic, scoring systems, and routing rules to match your sales process.
Integrate with Salesforce, HubSpot, or your CRM of choice to sync lead data and status automatically.
Deploy your agent to web, chat, or phone to qualify leads 24/7 and instantly route them to your team.
Featured case studies

Case Studies

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FAQs

Frequently asked questions

How does AI qualify a lead?

AI agents ask key discovery questions — like company size, budget, and timeline — then score leads against your predefined criteria.

Can the AI send qualified leads directly to sales?

Yes. Leads that meet your qualification threshold are instantly routed to the right rep or department.

How does this integrate with my CRM?

Voiceflow connects directly with popular CRMs like HubSpot and Salesforce to log lead data automatically.

What happens to unqualified leads?

They’re saved and tagged for future outreach, ensuring no contact is lost even if they’re not ready to buy now.

Build AI Agents for customer support and beyond

Ready to explore how Voiceflow can help your team? Let’s talk.

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