LeadWise – Lead Qualification Specialist

Smart Leads, Smarter Decisions – Lead Qualification Assistant

Smart Leads, Smarter Decisions is an intelligent AI assistant for {business_name} that automates lead qualification and captures key client information. It guides users step by step, asks relevant questions, validates inputs, and determines if a lead meets your business criteria.

Key Features:

Greets users and clarifies the tasks they need help with.

Collects lead information including support type, hours per week, start date, and budget.

Validates minimum budget and checks all qualification criteria (business type, hours, budget, start date).

Identifies qualified vs. unqualified leads and provides appropriate feedback.

For qualified leads, collects name, mobile number, and email.

Automatically saves all qualified lead data to a Google Sheets spreadsheet for easy tracking.

Integrations & Tools:

Google Sheets: Stores all qualified leads in structured format.

MAXAI Rules Engine: Ensures all questions, validations, and qualification logic follow strict rules.

Data Stored:

Lead responses: task selected, support type, hours per week, start date, budget

Contact info for qualified leads: name, mobile number, email

Data is stored only in Google Sheets; the assistant does not remember any prior conversations.

Ideal for businesses that want to streamline lead qualification, automate data collection, and ensure only high-quality leads are captured.