Lead Qualification

Qualify every lead in seconds

Deploy AI agents to qualify leads in real time, schedule meetings, and update your CRM.

Human handoff
Forms → Chat
Meeting booking
CRM updates
Chat attribution
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Bewe
+2.5× meetings
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Humana
4× vs forms
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AutosOK
+2× store visits
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More Success Cases

Not another chatbot. An AI agent that qualifies and acts.

Human-grade replies, under 3s

We answer in <3 seconds, keep context, and ask only the questions that move the lead forward.

Plugs into your stack

Easy connections to a wide variety of tools. We read/write fields and trigger your workflows.

Your rules, transparently enforced

Define what must be asked and answered, the agent gathers it in chat and then scores the lead.

Books and updates automatically

We propose slots, book the meeting, create/update the CRM record, route to a rep, and label the source for reporting.

Conversation with a potential customer
I’m interested in learning more about your AI tools. How do they help with lead management?
Great to hear! Our Lead Qualification AI asks the right questions based on your specific business needs, helps prioritize leads, and can even schedule meetings and update your CRM automatically. To get started, can I ask how many leads your business receives per month?
We typically handle around 2000 leads each month.
That's a solid number! Are you the person in charge of Marketing or handling lead management for your company?
Yes, I oversee Marketing.
Perfect! It sounds like our Lead Qualification AI could be a great fit for streamlining your process. Would you like to schedule a demo so you can see how it works?
Checking PatagonAI Knowledge Base
230ms.
Checked Patagon AI Qualification Criteria
120ms.
Yes, I oversee Marketing.
Send
See a simulated example

Ditch forms, use chat

Users convert in the apps they already use.

0.2%
4.9%

Form vs WhatsApp from website visitor to lead based on our results.

Live performance dashboard

See where the best conversations come from

Track conversations, qualified rate and booking rate by source, medium, campaign and more. Know which channels consistently deliver higher-quality conversations.

Qualified leads and bookings by source/campaign/ad

Conversation quality & engagement trends

Speed-to-lead by source

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Real-time lead data

Every conversation becomes structured data

We capture UTM/referral, answers to required questions, qualifying criteria results and sentiment, then write clean fields to your CRM.

Full profile including source and quality score

Faster follow ups, smarter calls

Fewer gaps vs. forms and better handoffs

Step in the conversation
Conversations

Auto-book meetings. Route qualified leads to Sales.

We watch every conversation in real time. When a lead crosses your qualification threshold, we book the meeting and update the CRM. If a lead hesitates, we alert the right rep with the full thread and next-best action.

Meetings booked 24/7, calendar + CRM updated

Reps jump in only when needed

Alert includes thread, quality score and source/campaign

Capture leads card example on the platform
Automatic follow-up

Revive stalled leads automatically

Cadences use last-message intent, history, and schedules to reopen conversations and move them to the next step, then stop when the user replies or disqualifies.

Timed nudges drawn from chat history

Replies tailored to each prospect

More deals rescued, less manual chase

Cold leads message
PatagonAI Dashboard
Capture leads card example on the platform
Step in the conversation
Cold leads message

Integrate Patagon AI Where You Already Work

How the traditional process works

Marketing generates lots of leads, which are routed to SDRs who then have to qualify and close as much sales as possible. This human qualification consumes time and hurts performance.

How Patagon AI works

Up and running in just 3 steps

Connect PatagonAI

Plug in WhatsApp + CRM → track UTM & referrals from the very first message.

Step 01

Get qualified leads

AI qualifies based on your rules → books meetings and syncs directly to your CRM.

Step 02

Constant Optimization

We send qualified lead + meeting events → Ads optimize for revenue, not clicks.

Step 03
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Frequently Asked Questions

Have questions about our services? Find answers to commonly asked questions here.

Can a rep step in mid-qualification?
Yes, reps can take over instantly in the same thread.
Are there limits on conversation volume or concurrency?
No. We don’t impose hard caps.
What do you update in the CRM?
Any fields you need like status, owner, source, QL score, notes/summary, and links to the conversation.
How do you book meetings?
Today we share your calendar link in chat. Direct calendar API integrations are in development.
Will the agent ask for missing information before qualifying?
Yes. It asks the required questions, fills gaps, and only marks qualified once your conditions are met.
What qualification rules can you enforce?
Any rules you use like role, region, ticket size, keywords, custom fields, disqualifiers. We can also produce a QL score (0–100) if you want.
Still have questions? Contact us for more information.
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Practical guides, data-driven insights, and tools for revenue teams.

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The Hard Truth of Sales: "Building is Easy, Selling is Hard" | Sebastián Chiriboga

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