# Real-time qualification and lead routing

**Summary:** Use a conversational assistant to qualify visitors in real time, capture structured data, apply routing rules, and send high-quality leads to the right team.

**In short:** Turn “Contact us” moments into smart conversations that qualify visitors and route them to the right team in real time.

**Published:** 2026-02-18

**Last updated:** 2026-08-10

*This recipe describes how to use a conversational assistant to turn unstructured interest into clean, routed leads.*

Forms are useful but often produce incomplete, inconsistent data. Real-time qualification converts those fields into a short conversation that feels more natural and yields better information. An AI-driven flow can then route leads immediately to the right team.

Configure a **lead-qualification Procedure** that defines variables like `company_size`, `region`, `industry`, `role`, `primary_goal`, `timeline`, and `current_tools`. The Procedure’s prompt graph should adapt its questions depending on previous answers; for example, only ask `current_tools` if `primary_goal` suggests integrations matter.

Ground the Procedure with flat **Topics** such as `Product-overview`, `Pricing-basics`, `Engagement-process`, and `Eligibility-basics`. This ensures that when visitors ask detailed questions (“Can you handle X in region Y?”), the Procedure responds from approved content instead of inventing capabilities.

Once variables are captured, a routing function can compute `target_team` and `priority_level`. Use these values to create or update a lead or contact record in your CRM, attach an AI-generated summary, and assign it accordingly. The summary should mention the primary goal, key constraints, and any special notes gathered by the Procedure.

For high-value or urgent cases (for example, `company_size` above a threshold and `timeline=urgent`), the Procedure can also create **Messages** and send **Notifications** to specific Slack channels or email groups. This avoids relying solely on dashboards and helps teams react quickly to important leads.

You can also keep these variables for **Audiences**. Visitors marked as “qualified but not contacted” can see **Notifications** prompting them to schedule a demo, download a deep-dive guide, or visit a tailored landing page. Segments such as “enterprise, new region” can receive different in-app prompts than “SMB, simple use case.”

**Conclusion**  
Real-time qualification and lead routing turns basic inbound interest into structured, actionable leads with minimal friction. By using Procedures to collect variables, grounding answers in focused Topics, and driving internal Messages and Notifications for priority signals, it reduces manual triage and supports more timely, relevant follow-up.