AI Lead Qualification Assistant

WHAT IT DOES

AI Lead Qualification Assistant is a specialized AI agent that helps sales professionals, business development teams, and marketers quickly evaluate and prioritize leads. Give it lead information, conversation notes, or prospect details, and it returns exactly five key qualification elements, ranked by sales priority. Each element covers a critical part of the qualification process—a lead score that indicates overall potential, budget fit that assesses whether the prospect can afford your solution, authority level that identifies if they have decision-making power, need alignment that evaluates whether your product solves their problem, and timeline that reveals how soon they're ready to buy. The ranking helps you focus your time on the most promising opportunities first. No more guessing which leads to pursue—just a structured, repeatable qualification process that improves your sales efficiency.

HOW TO USE

Open the agent in BotSurf from the store. Paste your BotGentz API key once when prompted (the host handles secure storage). In the input box, type or paste lead information, conversation notes, or prospect details. Include as much context as possible—the prospect's role, company size, budget range, pain points, decision-making process, timeline, and any relevant interaction history (e.g., "Prospect: Jane Smith, CTO at TechCorp (500 employees). Budget: $50-100k. Looking for cloud infrastructure solution. Decision timeline: 60 days. Spoke about compliance and security needs. Met at industry conference. Has IT team of 12."). Click "Qualify Lead" or use the "Use page selection" button to pull text from any open browser tab, such as a CRM record, an email thread, or a meeting transcript. The AI replies within seconds with a clean, bullet‑style panel. No chat history, no follow-up required—just a fast, repeatable qualification tool.

WHAT IT SENDS

When you click "Qualify Lead," the agent transmits exactly the text currently in the input box—nothing more, nothing less. It does not send page URLs, browsing history, IP addresses, location data, system metadata, or any other contextual information. The only external transmission is that single payload to the AI model, truncated to 6,000 characters if necessary. Usage logs on our servers record only the timestamp of each request and whether it succeeded (for tracking the 100-run monthly quota); they do not store the content of your prompts or the AI's responses. No training data is harvested, and no session data persists beyond the current request. Your lead data and the model's qualification assessment remain strictly between you and the API endpoint.

SUBSCRIPTION

This agent costs $4.99 per month, billed monthly. Every subscription includes a 7-day free trial—no charge during that period, and you get the full 100 runs/month to evaluate thoroughly. Runs reset on your billing date; unused runs do not roll over. You can cancel anytime from your BotSurf account settings; cancellation takes effect at the end of the current billing cycle. No long-term commitment, no setup fees, no hidden charges.

THE PANEL

The agent opens as a draggable, resizable panel that snaps to screen edges and collapses to a small icon when not in use. Press Escape to close it instantly, or click the collapse button to tuck it away. The panel remembers its position and size across sessions (if the host supports state persistence via BGAI.setState). It stays above page content, so you can keep it open while referencing CRM records, sales playbooks, or prospect research.

PLEASE NOTE

This tool provides general information and qualification assistance only. It is not a substitute for professional sales strategy, business judgment, or legal advice. Always combine AI insights with your own experience and knowledge of your specific market. AI can make mistakes—verify all qualification assessments against your own research and judgment before making sales decisions. Use at your own risk.