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Lead qualification

Spend your sales time only on leads ready to buy

Resool asks your qualifying questions in the chat, saves every answer to the contact and moves each lead to the right stage. Your salespeople get warm, well-documented conversations instead of a queue of cold hellos.

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Screenshot

PageInbox > conversation

ShowsA WhatsApp conversation where the customer taps buttons answering questions about budget and timing, with the contact panel showing the answers in custom fields and the lifecycle stage set to Hot Lead.

File: screenshots/lead-qualification-hero.png

AI-led discovery

An AI agent asks natural follow-up questions and saves budget, city or company to contact fields.

Structured question flows

Workflows ask questions with buttons, branch on the answers and act on each path.

Clear lead stages

Lifecycle stages show who is new, hot or ready to pay, each with its own inbox.

Fast hand-off to sales

Qualified leads go to the right team or teammate, with every answer already in the profile.

AI agents

Let AI ask the questions your best rep would

Start from the Sales Agent template, add the Lead qualification prompt block and tell the agent what a good lead looks like. With skills it saves the customer's answers to contact fields, tags the lead, moves it through your lifecycle stages and assigns it to sales when it qualifies, in Arabic or English.

  • Limit which stages, tags and fields the agent may change
  • Test the agent and see Would run: before a skill fires
  • Review every reply and hand-off in the Replies tab
AI agent skills

Screenshot

PageAI Agents > open an agent > AI skills

ShowsThe AI skills section with Update contact fields, Update lifecycle stage and Assign to agent or team cards, each with its rule and allowed options, and the Test panel showing Would run: Update lifecycle stage.

File: screenshots/lead-qualification-skills.png

Question flows

Build a qualifying questionnaire without code

In a workflow, the Ask a question step sends a question with up to 10 buttons, waits for the reply and saves it to a contact field. A Branch then follows the button tapped or conditions such as tag, lifecycle stage, language or working hours, and a No answer path catches leads who go quiet.

  • Save answers to name, email, phone or any custom field
  • Branch with up to 8 paths plus Else
  • Describe the flow in your own words and let AI build it
Workflow steps

Screenshot

PageWorkflows > open a workflow

ShowsA workflow with an Ask a question step (buttons: Under 10k, 10k–50k, Over 50k), a Branch splitting by button reply, and Update lifecycle, Add tag and Assign to steps on each path, plus the No answer path.

File: screenshots/lead-qualification-flow.png

Lead stages

See at a glance where every lead stands

Define your own lifecycle stages, from New Lead to Customer, plus lost stages for leads who drop out. Every stage gets an inbox, the dashboard shows how many contacts each stage gained, and moving a lead can start a workflow or report a conversion to your ads.

  • Custom stages with emojis, descriptions and lost stages
  • Segments and filters by lifecycle stage
  • Lifecycle Updated trigger to follow up automatically
Lifecycle stages

Screenshot

PageSettings > Lifecycle

ShowsThe Lifecycle settings with stages New Lead, Hot Lead, Payment and Customer, and lost stages Not interested and Chose another provider.

File: screenshots/lead-qualification-stages.png

Routing

Send qualified leads straight to the right seller

Assign qualified leads to a sales team or a specific teammate from the AI skill or a workflow step. Each channel can share new conversations by round robin or to the least busy agent, and salespeople can turn a promising chat into a deal in your sales pipeline.

  • Round robin or least busy assignment per channel
  • Internal notes so the AI or teammates brief the seller
  • Add qualified leads to Google Sheets or your own system from a workflow
Assigning conversations

Screenshot

PageInbox > conversation header

ShowsA conversation assigned to a salesperson in the Sales team, with an internal note summarizing the lead's answers and the Deals tab showing a new deal.

File: screenshots/lead-qualification-routing.png

Qualify leads in three steps

  1. 1

    Set your stages

    Define your lifecycle stages and the contact fields you want to collect.

  2. 2

    Choose AI or a flow

    Create a Sales Agent with skills, or a workflow with questions and branches.

  3. 3

    Route to sales

    Assign qualified leads to your sales team and track them as deals.

Learn more in the Help Center

AI Agent SkillsGive your AI Agent skills to assign and close conversations, update lifecycle stages, contact fields and tags, and leave comments, with clear rules and limits.Workflow StepsA reference for every Resool workflow step: messages, questions, WhatsApp templates, branches, waits, contact and conversation updates, HTTP requests and app steps.Lifecycle StagesSet up lifecycle stages to track where each contact or company is in your sales journey, with a default stage, a won stage, lost stages and an inbox per stage.Assigning ConversationsAssign Resool conversations to a teammate or an AI agent, take over from AI, add collaborators, assign in bulk, and set up automatic assignment for each channel.

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AI Agents

AI teammates that answer around the clock

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Sales Pipeline

Turn chats into tracked deals

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Contacts & CRM

One profile for every customer

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Frequently asked questions

Should I use an AI agent or a workflow to qualify leads?
Use a workflow when you want a fixed set of questions with buttons. Use an AI agent when customers write freely and you want natural follow-up questions. You can combine them: a workflow can hand the conversation to the AI agent with the AI agent step.
Where are the answers saved?
In the contact's fields: name, email, phone or any custom field you create. Workflows can also save an answer as an internal note, and the AI agent can leave internal comments for your team.
Can the AI agent qualify leads in Arabic?
Yes. AI agents reply in Arabic and English, in the customer's language, when you tick both languages.
Can I stop the AI from moving leads to the wrong stage?
Yes. In the Update lifecycle stage skill, choose the stages the agent may use and make the rule specific about when each stage applies.
Which plan do I need?
Workflows are on every plan. AI agents and deals are included in the Growth and Scale plans.

Give your sales team only warm leads

Start your free trial and set up your first qualifying flow today.

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