Questions for your business
Define what the team needs before handoff instead of using one universal form.
Plan and setup dependent
Lead conversion
Qualify Leads in Conversation
Collect important information inside the conversation, update customer data and route suitable cases to the team with context.
Message Pro Omni
Qualify Leads in Conversation
Capability scope
How does it work inside Message Pro?
Qualification questions, required fields and handoff criteria are defined per customer. The team or a configured AI agent can collect answers during the conversation.
Permitted customer data and attributes can be updated, agreed actions or integrations can run, and the conversation can move to a teammate when needed.
Customer data updates
Save answers in fields or attributes permitted by the configuration.
Contextual handoff
Move the lead to the team with available conversation history and data.
Workflow
A clear path from setup to follow-up
Define qualification criteria
Write questions and instructions
Map answers to customer data
Test human handoff
Availability note
Qualification rules, data and actions are not a universal preset; they are approved and tested for each customer and use case.
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Meet the brands that allowed us to show their identity as real customers, without adding unapproved outcomes or figures.
Learn moreDoes this capability fit your team's workflow?
Tell us the plan, country, channels and integrations you need, and we will document the suitable availability and scope in a clear proposal.
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