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Sendwo
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AI Lead Qualification Agent

Know which leads are ready for sales.

Let Sendwo ask the first questions, score leads against your criteria, and route each conversation to sales, booking, or a teammate with the answers already collected.

Start freeBook a lead qualification demo

WhatsApp · Instagram · Facebook Messenger · Telegram · Web Chat

From the Sendwo customer community

Turn a new message into a clear next step

Keep qualification in the conversation your prospect already started, whether it came from a WhatsApp ad or your website widget.

01

Find out what they need

Ask a relevant question based on what the lead has already told you.

02

Record what you learned

Save confirmed details and apply the score and labels you defined.

03

Send it to the right place

Transfer to a specialist, offer a booking, or bring in a teammate.

See a qualification workflow

Multi-agent routing

Send each inquiry to the right specialist.

Configure a Frontline Agent to ask the first questions, a Sales Agent to discuss fit and pricing, and a Booking Agent to offer calendar slots when the prospect is ready.

  • Choose which agent starts. Set routing rules and enable each specialist independently. Give each agent a prompt for its role.
  • Choose what happens next. Use Transfer Agent when another specialist should take over. Assign a teammate directly or route to a team role that can distribute the conversation.
Book a routing demo

AI lead scoring

Define what makes a lead ready for sales.

Give the agent your criteria for buying intent, budget, customer fit, and timing. Have it save confirmed answers and write the resulting score to a custom field.

  • Make the threshold explicit. Tell the agent which answers qualify a lead, what to ask if information is missing, and when to add or remove labels.
  • Give each result a next step. Route qualified leads to a specialist, start a follow-up sequence, or leave a reminder and a note for your team.
Start building your qualification rules

Agent setup and knowledge

Teach the agent what to ask and where to look.

In Chatbot Manager, choose a connected account, then open AI → Agents. Name the agent, set its instructions, and attach the Knowledge Set it should use.

  • Give it current business information. Use text content, URLs, files, media, Google Sheets, or an API source. Put product images in Media and reuse a Knowledge Set across specialists.
  • Choose the actions it can take. Type ## in the system prompt to select an action and its resource. The prompt defines behavior. Knowledge sources provide the facts the agent uses in replies.
Start setting up an agent

Shared Inbox and CRM

Give your sales team the answers already collected.

A teammate can open the same conversation and review the transcript, notes, and CRM fields before replying. Keep the pipeline stage, deal value, owner, lead score, source, and expected close date next to the chat.

  • Review the lead quickly. Use the AI Assistant for a summary, intent, sentiment, lead score, churn risk, customer status, and a suggested next step. Review its reply draft before sending.
  • Take over and hand back. Join the chat, leave a private note, and pause or resume bot and AI replies independently. Check the customer snapshot, opt-in, and messaging window before following up.
Explore the Shared Inbox

What your team can do after qualification

Connect the tools and define the actions your agents and teammates need for each lead.

Collect details in chat

Save answers to custom fields, manage labels and lists, or collect structured information through User Input Flows and supported WhatsApp Flows.

Schedule the next conversation

Offer available appointment times from a connected calendar, create a Google Meet link in the inbox, or schedule an internal follow-up.

Keep leads engaged

Start or stop a sequence, trigger a configured bot flow, or schedule a flow or approved template. Reach eligible segments through WhatsApp broadcasts when you have an update.

Send data to other tools

Sync lead details to Google Sheets or call a configured HTTP API. Use response data, send a fixed reply, or run the request silently. A knowledge API source supplies reference information.

Answer shopping questions

Connect a Shopify or WooCommerce store before using store actions. Use supported actions to check orders, recommend products, or update order details.

Manage the conversation queue

Mark chats solved, stay silent on irrelevant messages, block spam, or add private notes. Teammates can filter the inbox, use canned replies and attachments, translate drafts, and enable notifications in the installable inbox.

Compare Sendwo plans

How businesses use Sendwo

Customer stories from across the Sendwo platform.

Dhillon Dairy UK

Shares promotions and customer updates, and follows up with customers.

Dilbagh Singh

PamV Estates

Handles resort inquiries and booking questions with chatbot-assisted replies.

Philip Mensah, CEO

EZ35

Uses click-to-WhatsApp ads to start conversations and qualify leads.

Ingo Lederer

Aura International

Keeps students informed with class reminders and education updates.

Daren Hunt
View All Customer Case Studies

AI Lead Qualification FAQs

How is AI lead qualification different from lead generation?

Lead generation starts the conversation through channels such as Click to WhatsApp ads or your website chat widget. Qualification asks questions, records the answers, and routes the lead based on your criteria. Both can happen in the same chat.

Do I need more than one AI agent?

You can start with a Frontline Agent and send qualified leads to a teammate. Add separate Sales or Booking agents when those steps need their own prompts, knowledge, or actions.

How does the lead score get calculated?

Define the scoring rules in the prompt and save the result to a custom field. You can weigh intent, budget, fit, and timing differently. Set the point at which the agent should ask another question, tag the lead, or hand it off.

Which channels can I use?

The agent can qualify leads on connected WhatsApp, Instagram, Facebook Messenger, Telegram, and Web Chat accounts. Channel permissions and messaging rules still apply.

What happens when a lead needs a person?

Route the conversation to a teammate or team role. They can join the conversation in Shared Inbox, review the history and deal details, and pause or resume automation when needed.

Can it book a demo or follow up outside business hours?

An enabled agent can respond outside business hours when the connected channel allows it. It can offer available slots once you configure booking. Use eligible templates and respect channel messaging rules for outbound follow-ups.

Can I use the same knowledge across different agents?

Yes. Attach the same Knowledge Set to multiple specialists. Keep shared pricing, policies, and product details there, then use each agent’s prompt to define its job and actions.