AI lead qualification agent for forms, email and WhatsApp
Scores every inbound lead. Routes Hot/Warm/Cold to your CRM. No phone calls. No voice. Text channels only.
Forms · Email · WhatsApp · Instagram DMs · Free plan · BYOK
- 1
- hot
- 2
- warm
- 1
- cold
- 0
- phone calls
Reads leads from
What your lead qualification agent does
Scores every inbound lead
Reads form submissions, inbound emails, WhatsApp messages, and Instagram DMs. Scores each lead Hot / Warm / Cold based on criteria you define: budget mentioned, urgency signals, company size, industry fit, buying language.
Routes to your CRM
Hot leads go straight to your sales pipeline with the score and summary attached. Warm leads get a nurture tag. Cold leads get filed, not deleted. Every lead gets a reason for the score.
Drafts first responses
For Hot and Warm leads, the agent drafts a response within seconds. You approve before it sends. Cold leads get an automated acknowledgement.
Books calls automatically
If a Hot lead's message includes scheduling intent ("can we talk this week"), the agent proposes times from your calendar and books the call on approval. No back-and-forth.
10:00Wed
14:30Thu
11:00
Here is what your agent sends after qualifying a batch
One message in Slack, Telegram or email. Every lead scored with the signals that drove the score, every draft one click from sent, every lead already in your CRM.
- Score plus the specific signals behind it
- Source channel on every lead
- CRM stage confirmed inline, so nothing lands silently
6 new leads scored since yesterday:
- 1.HOTPriya Sharma, TechScalepriya@techscale.ioSource: website formScore: 92/100Signals: "need this running by end of month", budget mentioned ($5K–10K range), 45-person team→Draft reply ready: meeting link + product overview→Added to HubSpot pipeline as "Hot — Immediate"
- 2.WARMJames Liujames.liu@startup.coSource: Instagram DMSignals: asked about pricing, no timeline mentioned→Draft reply ready: pricing page link + "when are you looking to start?"→Added to HubSpot as "Warm — Nurture"
- 3.WARMContact form submission, no company nameSource: website formSignals: technical question about Slack integration→Draft reply ready: Slack setup guide link→Added to HubSpot as "Warm — Technical"
- 4.COLD3 leads(newsletter signups, no buying signals)→Auto-acknowledged, filed in HubSpot as "Cold — Monitor"
How the agent scores a lead
You define the criteria. The agent applies them consistently to every lead, regardless of channel or time of day.
You add, remove, or reweight criteria from the dashboard. The agent re-scores historical leads when you change the rules.
Every text channel your leads already use
Qualifying leads from website forms
Connect your form provider (Typeform, Tally, Google Forms, or a webhook from your custom form). The agent reads submissions as they arrive.
Qualifying leads from email
Connect Gmail or Outlook. The agent reads inbound emails to your sales@ or info@ address, filters out noise, and scores genuine enquiries.
Qualifying leads from WhatsApp and Instagram
Connect your WhatsApp Business or Instagram account. The agent reads inbound DMs, scores them, and drafts a response. For Instagram, it handles Story replies and DM requests too.
Works with HubSpot, Salesforce, and your CRM
HubSpot
Scored leads land in your HubSpot pipeline with the score, source, signals, and draft response attached. Hot leads create deals automatically. Warm leads enter your nurture workflow.
Salesforce
Same flow. Leads land as Salesforce leads with the qualification score mapped to a custom field.
Other CRMs
Any CRM with a webhook or Zapier integration works. CSV export is available for manual import.
- Contact
- Priya Sharma
- Company
- TechScale
- Pipeline stage
- Hot — Immediate
- Lead score
- 92 / 100
- Source
- Website form
- Signals
- Budget, timeline, 45-person team
Cost
What lead qualification costs per lead
Each lead qualification consumes approximately 1,500–2,500 tokens on Claude Sonnet 5. Model cost is billed by your provider directly. BYOK, zero markup.
- Per lead
- ~$0.02–0.04
- Model cost / month
- ~$30–60
Estimates based on the template's average token usage. Actual cost depends on message length and how many signals the agent has to check.
This is not an AI SDR
AI SDRs do cold outreach: they find prospects, write cold emails, and follow up automatically. That's a different product for a different buyer.
An AI SDR (outbound)
- Prospects and finds people who have not contacted you
- Writes and sends cold emails
- Follows up automatically, often by phone
If you need outbound, you need a different tool.
This template (inbound)
- Leads come to you: website, email, WhatsApp, Instagram
- Scores them and routes them to your CRM
- Does not prospect, cold-email, or make phone calls
If you need inbound scoring and routing, this is it.
Lead qualification agent: BetterClaw vs building in n8n
Building it in n8n
Hours, plus a VPSYou can build this in n8n. Each channel needs its own trigger, the scoring logic becomes a chain of conditional nodes, and every CRM field mapping is a node of its own. It works, and plenty of builders have done it. It also needs a server to run on and someone to maintain it when a channel API changes.
Deploying on BetterClaw
MinutesDeploy the template, connect your channels and CRM, adjust the scoring weights. The AI agent builder handles hosting, scheduling and secrets, and the connectors are maintained for you.
Both work. The question is whether the build time and the ongoing maintenance are worth it for your use case.
Lead Qualification Agent: Common Questions
What is AI lead qualification?
AI lead qualification is the automated scoring and routing of inbound leads. An agent reads each enquiry, checks it against criteria you define (budget, timeline, company size, buying language), assigns a score, and routes it to the right place in your CRM.
How does an AI agent score a lead?
The agent applies weighted criteria to the text of each lead. Budget mentioned adds 25 points, a timeline adds 20, decision-maker language adds 15, and so on. 70 or above is Hot, 40 to 69 is Warm, below 40 is Cold. You can change the weights and thresholds at any time.
Does it work with HubSpot?
Yes. Scored leads land in your HubSpot pipeline with the score, source, signals and draft response attached. Hot leads create deals automatically and Warm leads enter your nurture workflow. Salesforce and any webhook-capable CRM are supported too.
Can it qualify leads from WhatsApp or Instagram?
Yes. Connect your WhatsApp Business or Instagram account and the agent reads inbound DMs, scores them and drafts a response. On Instagram it also handles Story replies and DM requests.
How is this different from an AI SDR?
An AI SDR does outbound: it finds prospects, writes cold emails and follows up. This template does inbound only. Leads come to you, the agent scores and routes them. It does not prospect, cold-email or make phone calls.
Is there a free version?
BetterClaw's free plan includes 1 agent and 100 credits per month, enough to qualify about 15 to 20 leads. Pair it with a free LLM key (Gemini, Groq, OpenRouter) for $0/month total.
Can it handle real estate leads?
Yes. Real estate is one of the most common setups for this template. Typical criteria are budget range, financing status, timeline to move, and location match. Leads from property listing forms, WhatsApp and Instagram all score through the same pipeline, and Hot leads can book a viewing from your calendar on approval.
Deploy the Lead Qualification template now
Deploy this templateFree plan · Forms, email, WhatsApp, Instagram · HubSpot and Salesforce · BYOK