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.
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
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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.
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02
Let the conversation collect context
The AI asks natural follow-up questions and keeps the thread tied to the contact and selected workflow.
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03
Move qualified leads forward
Use CRM, Calendar, or manual handoff paths to schedule, route, or review the lead without losing the conversation history.
Qualification use cases
Good fit for inbound flows where speed matters but context still determines quality.
- B2B sales inquiries Ask about company size, timing, use case, and decision process before routing a demo request to the right owner.
- Real estate leads Collect location, budget, financing status, property type, and viewing intent before an agent schedules time.
- Service businesses Capture the service needed, preferred date, customer constraints, and whether the request should book directly or move to review.
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.
Qualify leads before they Reach Your Team
AI handles the repeatable path while the team keeps visibility into context, exceptions, and handoff moments.
Evaluation paths
Keep evaluating the fit
Use these links to validate implementation details, commercial fit, and proof before moving forward.