Qualification Settings

What makes a qualified lead?

Qualification Settings (at Configuration > AI Assistant > Qualification Settings) is where you define what a "qualified lead" means for your business. Your AI assistant uses these settings to guide qualification conversations — asking the right questions, collecting the right information, and making the right call about whether a lead meets your criteria.

Getting this right is one of the highest-value things you can do in Autoch.at. A well-configured qualification setup means your sales team only spends time on leads that are actually worth pursuing.

Qualification fields

Qualification fields are the pieces of information your AI collects from a prospect during a qualification conversation. Common examples include:

• Company name and size
• Industry or vertical
• Budget range
• Timeline to purchase
• Current solution they're using
• Decision-making authority

Adding a qualification field

1. Go to AI Assistant > Qualification Settings.
2. Click Add Field.
3. Choose the field type (text, number, dropdown, yes/no).
4. Give it a label (e.g., "Budget Range") and, if it's a dropdown, add the options.
5. Mark it as Required if the AI must collect this information before the conversation can be considered complete.
6. Click Save.

Qualification criteria

Qualification criteria are the rules that determine whether a lead is "qualified" based on the information collected. For example:

• Budget is greater than $5,000/month
• Company size is more than 50 employees
• Timeline to purchase is within 6 months

Required Contact Fields

You can specify which contact details a lead must provide to be considered qualified.

• Require Email or Phone: Use this when either contact method is enough. (This option takes precedence over the individual Email/Phone checkboxes).
• Require Email: The lead must provide an email address.
• Require Phone: The lead must provide a phone number.
• Require Company: The lead must provide a company name.

Setting up criteria

1. In AI Assistant > Qualification Settings, go to the Criteria tab.
2. Click Add Criterion.
3. Select the field to evaluate, the comparison operator, and the value.
4. Add as many criteria as you need.
5. Choose whether all criteria must be met (AND) or just one (OR).

As the conversation progresses, Autoch.at evaluates the collected data against your criteria in real-time. The current qualification status and extracted data are visible directly in the Conversation Detail view.

Qualification scoring (optional)

Instead of a simple pass/fail, you can set up a scoring model that assigns points to different answers. For example:

• Budget > $10k/month: 30 points
• Company size > 100 employees: 20 points
• Timeline within 3 months: 25 points

Leads above a certain score threshold are marked as qualified. This gives you more nuance than a binary pass/fail — you can see at a glance how strong a lead is.

Viewing qualified leads

Once your qualification settings are configured, qualified leads appear in CRM > Clients with a "Qualified" badge. You can filter the client list to show only qualified leads and sort by qualification score.

If you've connected a CRM, qualified leads can also be automatically pushed to your CRM as new contacts or deals.