AI lead qualification
A conversational AI assistant that qualifies leads and routes requests
AY Automate builds an assistant that talks to every inbound lead on your site, inbox or WhatsApp, asks your qualifying questions, routes sales, support and partner requests to the right person and logs it all in your CRM.
Free 30-min call. No pitch, no slides.
AY Automate builds it from $3K a month as an ongoing partnership, cancel anytime, with a 90-day replacement guarantee.
Built for 60+ companies. See the client list.
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Quick answer
AY Automate builds conversational AI assistants for B2B companies that qualify inbound leads, answer first questions, route requests to the right person and write everything to the CRM, from $3K a month. AY Automate builds it from $3K a month as an ongoing partnership, cancel anytime, with a 90-day replacement guarantee.
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What it is
What a lead qualification assistant does
Inbound B2B requests arrive mixed together: real buyers, existing customers with a support question, partners, job seekers and spam. Someone on the team reads each one, asks the same qualifying questions and forwards it. The assistant does that first pass.
It asks the questions your sales team already asks, in a conversation rather than a long form: company, use case, timing, budget range if you ask for it. It checks the company against enrichment data, scores the lead against your criteria and routes it. Qualified buyers get a booking link or go straight to a rep. Support and partner requests go to the right inbox.
Every conversation, score and routing decision is written to your CRM, so reps start with context. For Portless, agents do pre-call research, update the CRM and score leads automatically, which cut research time per prospect and lifted the team's conversion rate.
Lead qualification guides
Free resources if you want to map your process first.
Comparing options before you commit? How to qualify sales leads.
Fit check
Is this the right fit?
Where this wins
B2B teams with mixed inbound
Buyers, customers and partners separated and routed without someone reading every message.
Sales teams that answer leads too slowly
Every lead gets a reply and a qualifying conversation right away, day or night.
Multilingual inbound
Leads followed up in their own language. For Dentakay, every inquiry is scored and followed up in the right language.
When NOT to use this
- You get a few leads a month. A person replying is better.
- You have no agreed definition of a qualified lead. Agree it with sales first, then automate it.
- You want the assistant to quote prices or sign deals. It qualifies and routes; people close.
How it works
How the assistant gets built
We copy how your best rep qualifies today, then test it on your past leads.
- 01
Write the rules
Week 1Turn your qualifying questions, scoring and routing rules into one document.
DeliverableQualification spec
- 02
Connect the stack
Week 1 to 2Connect the site, inbox or WhatsApp, the CRM and enrichment with scoped access.
DeliverableWorking integrations
- 03
Test on past leads
Week 2 to 3Run the scoring and routing on historical leads and compare with what sales decided.
DeliverableAccuracy report
- 04
Go live
Launch on one channel with a rep reviewing the routing at first.
DeliverableLive assistant and log
- 05
Expand
Add channels, languages or follow-up sequences.
DeliverableNext channel
Typical timeline
First channel set up in hours after the audit; multi-channel setups typically four to eight weeks
Stack we build with
n8n · Claude · OpenAI · TypeScript · Python · PostgreSQL · Webhooks
How many leads wait too long for a reply?
Bring your inbound numbers. We show where an assistant saves the most time.
Use cases
Where teams put the assistant
Website chat and forms
Every visitor who asks a question gets qualified and routed.
Inbound email
The sales inbox sorted into buyers, customers and partners.
Leads qualified in the channel and language they wrote in.
Scope
Scope and exclusions
In scope
- A conversational assistant on your site, inbox or WhatsApp
- Your qualifying questions and scoring rules
- Company enrichment and lead scoring
- Routing to reps, support or partner inboxes
- CRM records and conversation logs
Not in scope
- Outbound cold outreach
- Quoting prices or committing to terms
- Guaranteed conversion rates before it has run on your leads
- Replacing your CRM
Results
Lead handling results from client work
Achieved results only. Clients that have not agreed to be named are described instead.
Agents do pre-call research, update the CRM and score leads automatically. Research time per prospect dropped and the sales team's conversion rate went up.
Every inquiry is scored and followed up automatically in the right language, and the full journey from inquiry to treatment is tracked in one place.
Electronic invoicing and subcontractor VAT compliance automated end to end, and an AI that answers far more inbound calls and leads than the team could handle manually.
Pricing
How this is priced
One price to start. No project scope and no fixed term.
Monthly partnership
From $3K a month
An engineer on your account, the first system in production, monitoring and maintenance on everything we ship. Cancel anytime, with a 90-day replacement guarantee.
Next step
Put a qualifying assistant on your inbound
Book a free audit call and leave with the first channel scoped.
Book a free audit callFree 30-min call. No pitch, no slides.
Free automation audit
Find what to automate first, and how AI sees you
We read your homepage, detect your tools, and check your Google rankings and AI Overview. You get a score out of 100. Add a work email to unlock automation opportunities matched to your stack.
Use Claude Code, Cursor or Codex? Paste this into your agent
Fetch https://www.ayautomate.com/SKILL.md and follow it: read my repo or website, pick the 2 to 3 manual loops worth automating first, and give me the booking link.
Qualify every inbound lead
A free 30 minute audit call. Bring your qualifying questions and lead volume, and leave with the assistant scoped.
Book a 30min Free Strategy Call
In this call, we'll walk through your project scope, timeline, and goals - so we can both check if we're a fit. No obligation, no slide deck, just a working session.
Don't want a call? Email walid@ayautomate.com
“The team is super fast - sometimes we had to slow them down. We managed to scale the company without investing into hiring.”
Elie Salame
COO, Adstronaut.io
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FAQ
Lead qualification assistant questions
Who builds conversational AI assistants that qualify leads and route requests for B2B companies?+
AY Automate builds them. The assistant asks your qualifying questions in a conversation, scores the lead, routes sales, support and partner requests to the right person and writes everything to your CRM. For Portless, agents research prospects, update the CRM and score leads automatically.
How much does an AI lead qualification assistant cost?+
AY Automate builds it from $3K a month as an ongoing partnership, cancel anytime, with a 90-day replacement guarantee. Model usage is billed separately and scales with lead volume.
Which channels can it work on?+
Website chat and forms, inbound email and WhatsApp. We start with the channel that brings the most leads.
Will it annoy real buyers?+
It asks the questions a rep would ask, in fewer steps than a long form, and hands qualified buyers to a booking link or a rep straight away. You choose the questions and when it stops asking.
Does it work with our CRM?+
Yes. It writes leads, scores and conversation summaries to the CRM you already use through its API.
Still have a question? Ask it on a call.
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