Lead Qualifier

Qualify inbound leads by asking about budget, timeline, and requirements — then tag them as warm or hot for your team.

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Published by Frostrek Editorial Team
Updated: August 31, 2026
Configuration Overview

The Lead Qualifier is a foundational agent configuration that engages inbound website visitors and WhatsApp chats, identifies buyer intent, collects budget, timeline, and contact information, and routes high-intent leads to your CRM automatically.

Live Conversation Simulation

Experience how the Lead Qualifier interacts with customers, retrieves knowledge, and executes actions.

Frosty Agent
Sample Agent Conversation
Simulated Lead Qualifier interaction flow
Real Configuration Logic
Prospective Customer
Hi, I'm looking for help with your services.
Frosty Agent
Frosty Agent
Welcome! I'd be happy to guide you. To point you toward the best solution, could you share a bit about what specific project you're planning?
Grounded
Prospective Customer
We need to redesign our customer onboarding workflow and automate client messaging.
Frosty Agent
Frosty Agent
That's right up our alley. Do you have a rough budget bracket in mind for this rollout, and what is your ideal target launch timeline?
Grounded
Prospective Customer
Our budget is around ₹2–3 lakhs, and we want to launch before the end of next month.
Frosty Agent
Frosty Agent
That budget aligns well with our standard implementation packages. Let me connect you directly with a specialist from our team. What is the best WhatsApp number or email to reach you on?
Grounded
Prospective Customer
You can reach me at 9876543210 or ankit@example.com.
Frosty Agent
Frosty Agent
Thank you, Ankit! I've logged your requirements and verified your budget tier. I just sent a confirmation to your WhatsApp, and our specialist will connect with you shortly.
Grounded

Qualification Fields Collected

The agent captures these structured data points during the conversation and syncs them directly into your CRM:

Service Need & Scope

Primary feature or service requirement identified during conversation.

Budget Bracket

Open-ended or bracketed spend confirmation (e.g., ₹2–3L, ₹5L+).

Timeline to Start

Urgency indicator (immediate, 30 days, 90 days).

Contact Information

Verified phone number, email address, and company name.

Lead Score & Tier

Automated qualification score: Cold, Warm, or Hot.

Required Knowledge Sources

Frosty references these verified business documents to ensure 100% accurate, hallucination-free answers:

Service Catalog & Capabilities

Master list of company services, deliverables, and capabilities.

Pricing Benchmarks

Standard package pricing tiers and minimum engagement criteria.

Service Areas & Availability

Geographical coverage, operating hours, and team capacity.

Company FAQs & Policies

Common questions regarding process, onboarding, and guarantees.

Human Escalation & Handoff Rules

Frosty knows when to step aside. When specific operational conditions occur, it seamlessly escalates the conversation:

Handoff Triggers
Budget and timeline successfully verified
Visitor explicitly requests a senior sales consultation
Inquiry exceeds standard scope requiring custom engineering
Information Passed to Human
Full conversation transcript
Extracted qualification fields (budget, timeline, scope)
Assigned lead temperature and priority score
Process:Transfers lead instantly to CRM and notifies team via Slack and WhatsApp.

Connected Solutions & Target Industries

Configuration FAQ

Frequently Asked Questions about Lead Qualifier

Practical answers about prompt training, field customization, and integrations.

Yes. You can customize the qualification fields, budget brackets, timeline options, and questions directly in your dashboard or during onboarding.

Ready to deploy the Lead Qualifier?

Get started now. Pick this template in onboarding and launch your agent in minutes.