Sales

AI agent for lead qualification

An AI agent asks your qualification questions and collects needs, scope, timing and contact details so sales knows how to follow up.

Website

Sales receives quantity, deadline and contact in one enquiry

The AI agent clarifies what the company needs before a salesperson takes over. It saves a specific enquiry in the connected CRM without promising an unapproved price.

Forma offices Website
  1. Customer

    We need 20 office chairs in Novi Sad by November 15.

  2. Telp

    Would you like adjustable backrests, and what is your budget per chair? Please include the company name, your name and an email for the quote.

  3. Customer

    Yes, up to RSD 18,000 per chair. Primer DOO, Ana Primer, [email protected].

  4. Telp

    Ana, enquiry L-903 has been sent to sales: 20 chairs with adjustable backrests, up to RSD 18,000 each, delivery to Novi Sad by November 15. The quote will go to [email protected].

Instagram

An Instagram question becomes a complete kitchen enquiry

The AI agent collects dimensions, location and the preferred deadline in the conversation. The salesperson receives a record through the connected system without repeating the opening questions.

Linija interiors Instagram
  1. Customer

    Do you make custom kitchens in Belgrade? The space is L-shaped, 240 by 180 cm.

  2. Telp

    Yes, we make custom kitchens in Belgrade. Which month are you planning installation, and would you prefer matt or gloss fronts? Please include your name and phone number.

  3. Customer

    Matt fronts, installation in December. Ana Primer, +381 60 0000000.

  4. Telp

    Ana, enquiry L-904 has been sent to the designer: 240 by 180 cm kitchen, matt fronts, Belgrade, installation in December. They will call +381 60 0000000 to arrange a measuring visit.

The customer context

An AI agent asks your qualification questions and collects needs, scope, timing and contact details so sales knows how to follow up.

Asks the agreed qualification questions and sends sales a structured lead with context and a suggested next step.

What this workflow can cover

  • Ask a consistent set of discovery and qualification questions
  • Capture contact, need, timing, volume and current-system context
  • Prepare a lead summary for the inbox, CRM or approved workflow
  • Flag urgent, high-value or out-of-policy requests for people

Sales

How it works

  1. 1

    A prospect sends an unclear enquiry or starts from a campaign page.

  2. 2

    The agent asks only the approved questions needed to understand fit and urgency.

  3. 3

    Sales receives the source conversation, structured summary and next-step context.

What your team gets

More complete sales records

Less time spent reconstructing basic context

Faster response to serious prospects

Telp

How your team keeps control

Business rules stay explicit

Instructions, required details and allowed actions are configured for the selected workflow.

Sensitive steps can wait for confirmation

The agent can prepare a structured request while a person remains responsible for the final action.

Handoff keeps the conversation

Operators receive the customer context, collected data and the point where help is needed.

Give sales a reason to follow up, not just a phone number

The AI agent asks what the prospect needs, the scale of the work and the intended timing. Sales receives context for a first response rather than an unexplained contact. More complex purchases are covered in B2B sales enquiries.

Questions should support a decision your team actually makes. Not every visitor can state a budget immediately; understanding the need may matter more. When a customer already needs a price for specific work, continue with quote request preparation.

The customer has no budget estimate

The agent can record the purpose, scope and approximate timing. The missing budget stays visible to the team rather than becoming an invented assessment of purchasing power.

The request does not match your services

The agent explains your offering using business information. It does not promise an exception or a special contract simply to finish the conversation with a contact.

FAQ

Frequently asked questions

What does the AI agent ask a potential customer?

Questions that help sales continue: need, scope, timing and contact details. A single-product purchase and a complex service can have different intake questions.

Does it automatically decide which leads are valuable?

This workflow collects information for assessment. It does not imply automatic scoring, customer rejection or sales predictions without separately defined rules.

What if the customer will not share a phone number yet?

The agent can explain why contact details are useful and continue with available questions. Without contact details, the team has fewer options for later follow-up.

Does the enquiry automatically enter our CRM?

Writing to an external CRM requires a connection and a permitted action. A conversation alone does not mean a record was created in another system.

Can a salesperson continue where the agent stopped?

The previous transcript is available in the Telp inbox. Collected details help the first human response address the customer's specific need.

How is qualification different from a quote?

Qualification clarifies the need and next step. A quote includes prices and terms confirmed by your team or a separately connected pricing process.

Want to validate this workflow with your own examples?

Tell us the channel, current process and first result you want to improve. We will suggest a focused rollout path and the cases your team should test.