Lead Qualification
Qualify leads before they Reach Your Team
Interlinked asks the right qualification questions inside the conversation, records customer context in the CRM, and hands off serious opportunities when a human should continue.
Lead intake
Feature console
Signal
qualification fields
Workflow-based questions
Qualification questions can be configured during onboarding for workflows that need budget, urgency, location, service type, or other business-specific criteria.
CRM conversation context
Lead answers, channel history, and handoff status stay connected in the CRM instead of disappearing into disconnected message threads.
Human-ready handoff
When a lead is ready, unusual, or sensitive, the AI can pause and route the conversation to a team member with context intact.
AI handles the repeatable path while the team keeps visibility into context, exceptions, and handoff moments.
Capability anatomy
Qualification without another form
Use chat to collect the context your sales or service team actually needs.
Workflow-based questions
Qualification questions can be configured during onboarding for workflows that need budget, urgency, location, service type, or other business-specific criteria.
CRM conversation context
Lead answers, channel history, and handoff status stay connected in the CRM instead of disappearing into disconnected message threads.
Human-ready handoff
When a lead is ready, unusual, or sensitive, the AI can pause and route the conversation to a team member with context intact.
Lead Discovery adjacency
Lead Discovery can support prospect research before the conversation, while CRM and qualification manage the active customer thread.
Workflow sequence
How AI qualification works
01
Define qualification criteria
Add questions and rules during onboarding or AI Config so the agent knows what makes a lead ready, incomplete, or worth handoff.
02
Let the conversation collect context
The AI asks natural follow-up questions and keeps the thread tied to the contact and selected workflow.
03
Move qualified leads forward
Use CRM, Calendar, or manual handoff paths to schedule, route, or review the lead without losing the conversation history.
Feature FAQ
What to know before launch
Can qualification questions differ by workflow?
Yes. Interlinked supports workflow-specific setup, including qualification questions that fit the business model and channel.
Where does lead context live?
Conversation and customer context live in the CRM, with related workflow details available to the team when they review or take over.
Is Lead Discovery the same as lead qualification?
No. Lead Discovery supports prospecting and research before active conversations, while lead qualification handles inbound or active customer threads.