Set up a lead qualification campaign
A Qualify leads campaign contacts people who showed interest, asks the questions you write, and tells your team about each lead who passes.
Last reviewed November 7, 2026
What it does
Qualify leads contacts people your system sends with a Custom API leads/updated event, and people you add from a file or with Enroll from your leads. A CRM can start it too, through a contact field that names the campaign (CRM lead sources). The agent asks your questions one at a time, does not sell, and never tells a lead they failed.
ACR scores the answers after each conversation. When every required question has a passing answer, the run ends as Qualified. With Tell my team after a positive reply on in General settings, as the template sets it, your team also gets a hand-off, announced as "A lead qualified". The same switch sends a hand-off whenever a lead replies positively, before the answers are in. A failed required question ends the run as Not qualified. An order from the lead does not stop the run, and nothing is credited to it.
Write the questions
The Qualification step takes the place of Offer for this objective. Press Add question for each one, up to 20. Every question has an answer format, a passing answer and an Answer is required switch, which starts on.
| Answer format | What qualifies |
|---|---|
| Yes / No | Yes, No or Any answer, under Which answer qualifies? |
| Text summary | Any answer. Up to 400 characters are kept. |
| Classified | The Labels that qualify, chosen from at least two Labels. Left empty, any label qualifies. |
| Number | A value from Qualifies from to Qualifies up to. Either end can stay open. |
What counts is optional: plain words that go to the agent with the question. Publishing needs at least one question, and at least one of them required, or no lead could ever qualify.
Where the answers show
Answers come from each call and text conversation, and the newest real answer to a question wins. The lead's run page has a Qualification card with each answer, the words it came from and its verdict, and the public API returns the same answers.
If the sequence ends before every required question has an answer, the run ends without a verdict and the card says answers are still missing.
The rest of the setup
The campaign has no Offer step and offers no discount. The recommended sequence calls within minutes, texts soon after, calls again the next day and emails the day after, then ends. A positive reply does not end the run early, because the questions decide. Calls last up to 10 minutes.