> ## Documentation Index
> Fetch the complete documentation index at: https://help.treble.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Lead Qualification

> Automate lead qualification 24 hours a day with AI that collects data and saves it directly to your CRM

The **Lead Qualification** agent collects prospect information through natural conversations and saves data in HubSpot, Sheets, or Treble variables so you can later use conditional blocks to redirect your users through personalized paths.

<img src="https://mintcdn.com/trebleai/7IH-SHsVEOAxl8kZ/images/Screenshot2025-10-02at9.32.52AM.png?fit=max&auto=format&n=7IH-SHsVEOAxl8kZ&q=85&s=180ee7e32096e9e5be931f21e83158a0" alt="Screenshot 2025-10-02 at 9.32.52 AM.png" width="1913" height="941" data-path="images/Screenshot2025-10-02at9.32.52AM.png" />

## Is it for you?

<Tabs>
  <Tab title="✅ Ideal if you need">
    * Collect contact information automatically
    * Capture data without manual errors
    * Update your CRM automatically
    * Prepare information for your sales team
    * Reduce response time to prospects
  </Tab>

  <Tab title="❌ Not ideal if">
    * You only need to answer questions (use [Take your customers to a goal](/en/docs/main-platform/ai-center/agents/objective-ai))
    * You require complex automatic decisions
  </Tab>
</Tabs>

## Use cases by industry

<Tabs>
  <Tab title="🏠 Real Estate">
    **Collect:** Budget, area of interest, property type, urgency

    **Result:** Agents focus time on prospects with real budget
  </Tab>

  <Tab title="🏥 Medicine">
    **Collect:** Type of consultation, urgency, availability, medical insurance

    **Result:** Better prepared consultations with prior patient information
  </Tab>

  <Tab title="🎓 Education">
    **Collect:** Education level, program of interest, modality, availability

    **Result:** Advisors prioritize prospects according to academic criteria
  </Tab>

  <Tab title="🔧 Services">
    **Collect:** Project scope, budget, previous experiences, timeline

    **Result:** More accurate proposals from first contact
  </Tab>

  <Tab title="🛒 E-commerce">
    **Collect:** Product category, budget range, purchase volume, urgency

    **Result:** Personalized recommendations and specific offers by profile
  </Tab>
</Tabs>

***

## Basic configuration

<Steps>
  <Step title="Adjust general settings">
    **Communication Style:** Adjust the slider according to your brand:

    * **Casual**: Relaxed and friendly conversation
    * **Professional**: Formal and business tone

    This setting determines how the agent will communicate with your prospects.
  </Step>

  <Step title="Define the agent's role">
    In the **"Define Agent Role"** text area, specifically describe:

    * What your company does
    * What the agent's objective is
    * How it should behave

    **Use the "Generate an example" button** to get a base template you can customize.

    ```
    Example:
    You are an assistant for [Your Company] who collects information
    from prospects interested in [services/products].
    Your goal is to understand their needs so our
    team can offer them the best solution.
    ```
  </Step>

  <Step title="Configure interaction rules">
    The interaction rules are all the questions this agent will ask your customers. In the configuration, you can also choose the data destination:

    * **HubSpot**: Data is saved directly to your CRM
    * **Google Sheets**: Information is stored in a spreadsheet
    * **Treble Variable**: Internal variables to use with other blocks

    **Use "Generate an example"** to get an optimized question format.
  </Step>

  <Step title="Establish exit rules">
    At this stage, you can see all the exit options the agent has. These options will allow you to connect with other blocks in the conversation builder:

    * **All actions completed**: When it collects all requested information
    * **Uncompleted actions**: With partial information
    * **No actions completed**: If the user doesn't provide any relevant information
    * **Critical conversation**: For cases requiring immediate human intervention, for example when the user is upset
  </Step>

  <Step title="Add additional context">
    **Upload your knowledge base** so the agent can answer questions about:

    * Your company description
    * Products or services
    * General prices
    * Frequently asked questions

    **Supported formats:** PDF, DOCX, TXT, web addresses from your site.
  </Step>

  <Step title="Save the agent">
    **Click "Save"** to create the agent. Once saved, it will be available to use in the Conversation Builder.
  </Step>

  <Step title="Add the agent to the Conversation Builder">
    1. **Go to the Conversation Builder**
    2. **Drag the "Lead Qualification with AI" block** to your flow
    3. **Select your agent** from the dropdown list
    4. **Configure automatic follow-ups** for users who don't respond:
       * **Frequency**: Every X minutes (recommended: 30-90 minutes)
       * **Attempts**: Maximum Y attempts (recommended: 2-3 attempts)

    This avoids being invasive while maintaining prospect engagement.
  </Step>

  <Step title="Connect exit rules">
    Now connect each agent output with the corresponding blocks. Once the outputs are connected, your agent will be ready to collect information automatically.
  </Step>
</Steps>

***

## Maximize value with conditional blocks

Once the agent collects information, use **conditional blocks** to automatically qualify and take specific actions according to each lead's profile.

### How conditional blocks work

Conditional blocks evaluate collected information and direct each lead through personalized routes:

**Basic workflow structure:**

```
Lead Qualification → Conditional Block → CRM Action (optional) → Custom Block
```

**Practical example in the Conversation Builder:**

<Steps>
  <Step title="Evaluate with a conditional block">
    Drag a **"Conditions" block** after your qualification agent.

    Configure the condition according to collected data:

    * **Property**: Select the agent variable (e.g. `budget`, `city`, `company`)
    * **Operator**: Choose from `contains`, `equals`, `greater than`, `less than`, `different from`
    * **Value**: Define the criterion (e.g. `$10,000`, `Mexico City`, `50 employees`)

    **Example**: If `budget` is `greater than` `$10,000`
  </Step>

  <Step title="Update your CRM">
    Connect the conditional block output with a **"CRM Action" block**.

    Update properties in HubSpot/Salesforce:

    * **Property**: `lead_status`
    * **Value**: `Qualified` or `Not Qualified`

    This allows you to have traceability in your CRM and activate specific workflows.
  </Step>

  <Step title="Send personalized message">
    Connect the CRM block with a **message block** specific to that type of lead.

    * **Qualified prospect**: "Perfect! Our sales team will contact you in the next 2 hours" And then redirect to a human agent block
    * **Non-qualified prospect**: "Thank you for your interest. We'll keep you informed about new options"
  </Step>
</Steps>

***

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Does the agent qualify leads automatically?">
    No. The agent only collects information. You do the qualification afterward with conditional blocks based on captured data.
  </Accordion>

  <Accordion title="Can I modify the questions later?">
    Yes. You can edit the role, questions, and knowledge base at any time.
  </Accordion>

  <Accordion title="Are data saved if they don't complete everything?">
    Yes. Variables are saved progressively, even if the user doesn't finish.
  </Accordion>

  <Accordion title="Can I use multiple agents?">
    Yes. You can use different agents to collect different types of information.
  </Accordion>

  <Accordion title="Does it work with other CRMs?">
    Directly only HubSpot and Salesforce. For other CRMs use Treble Variables and webhooks.
  </Accordion>

  <Accordion title="Can the agent understand WhatsApp voice messages?">
    Yes. The agent can **understand voice messages sent by users through WhatsApp** and will automatically respond with text in the conversation.
  </Accordion>
</AccordionGroup>

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="Doesn't collect all information">
    **Common causes:**

    * Questions too invasive too early
    * Illogical question order
    * Failure to explain why data is needed

    **Solutions:**

    * Start with basic questions
    * Explain the value of each requested data
    * Reorder according to user logic
  </Accordion>

  <Accordion title="Incorrect data in CRM">
    **Common causes:**

    * Misconfigured variables
    * Incorrect field mapping
    * Incompatible format

    **Solutions:**

    * Verify configuration in HubSpot/Salesforce
    * Review variable mapping in Treble
    * Test first in Playground
  </Accordion>

  <Accordion title="Users abandon the process">
    **Common causes:**

    * Process too long
    * Irrelevant questions
    * Lack of perceived value

    **Solutions:**

    * Reduce essential questions
    * Intersperse with valuable information
    * Explain benefits of completing
  </Accordion>
</AccordionGroup>

## Important considerations

<Note>
  **Privacy:** Inform users that their data will be saved and comply with applicable regulations (GDPR, etc.).
</Note>