Set up Qualify inbound leads

What it does

The agent answers calls and texts to the attached number, asks what the person needs, then asks your qualification questions one at a time. When every required question passes, the run counts as Qualified. With Tell my team after a positive reply on, as the template sets it, your team also gets a hand-off. The agent never tells a caller they failed.

The questions work as they do for Qualify leads.

Callers who qualify

Below the questions, the Callers who qualify card holds two switches:

• Transfer callers who pass, with the number in Transfer to, written in full with its country code, such as +15550100000. When a caller passes every required question, the agent transfers the call there.
• Remember callers for 14 days, which needs transfers on. See returning callers.

Transfers happen on calls only; in a text conversation the agent cannot transfer anyone. Inbound calls are not switched on yet, so no call has been transferred for a real store.

The rest of the setup

Attach a number and set up hand-offs as in the support line guide; the same steps are hidden. Instructions offers only Guardrails and Additional instructions. Publishing needs at least one question, and one of them required.

A caller can finish five conversations with the campaign in 24 hours. The sixth is turned away.