Qualification Fields and Scoring

Summary

Understand collected qualification fields and how scoring supports prioritization decisions.

Steps

1. Review timeline, budget, area, and motivation in conversation detail.
2. Use score labels to prioritize follow-up urgency.
3. Escalate qualified leads to human handling when appropriate.

Expected Result

Teams apply qualification context and lead scores consistently.

Screenshots

Visual reference aligned to each step with desktop and mobile variants.

Step 1

Step 2

Troubleshooting

• If scores appear inconsistent, check recent conversation input completeness.
• If fields are missing, verify conversation collection flow is active.