AI Lead Qualification Notes Writer

WHAT IT DOES

AI Lead Qualification Notes Writer helps sales professionals create structured, actionable qualification notes for leads. Provide a lead's company name, industry, role, pain points, and budget, and the agent returns a set of notes with four sections: Lead Summary (a brief overview of the lead), Qualification Assessment (a BANT analysis covering Budget, Authority, Need, and Timeline), Next Steps (proposed actions to move the lead forward), and Potential Risks (objections or red flags to watch for). The notes are clear and actionable, designed to help you prioritise leads and prepare for sales conversations.

HOW TO USE

Open the agent in BotSurf and paste your BotGentz API key once (the host stores it securely). In the input box, enter the company name, industry, the lead's role, their pain points, and their budget. Press "Write Notes" or use Ctrl+Enter (Cmd+Enter) to run. The agent returns a formatted set of qualification notes with all four sections. You can also click "Use page selection" to pull selected text from the surrounding page—such as CRM notes, research, or call summaries—directly into the input field. Regenerate as many times as you like within your monthly limit, refining your details to get more specific insights.

WHAT IT SENDS

The agent sends exactly the text you type into the input box—nothing else. It does not send browser history, cookies, page context, analytics, or any hidden metadata. The request fires only when you explicitly click the write button or press the keyboard shortcut. Usage logs record only that a request occurred and the timestamp, for billing and quota tracking; they never log the content of your lead data or the generated notes. Your sales information is not stored, shared, or used for model training. The bridge transmits a form-encoded POST payload, and the response returns directly to your panel.

SUBSCRIPTION

The agent costs $19.99 per month, with a 7-day free trial and no upfront charge. Each subscription includes 100 runs per month—sufficient for qualifying multiple leads, tracking different industries, or supporting ongoing sales operations. Unused runs do not roll over. You can cancel anytime from your BotSurf account settings. The trial converts to a paid subscription automatically unless you cancel before the seventh day. No long-term contracts, no hidden fees.

THE PANEL

The agent runs as a movable, resizable panel inside BotSurf. Drag the panel by its header to position it anywhere on screen; it snaps to the nearest edge for a tidy workspace. Click the collapse button or press the Escape key to minimize it to a small floating bubble, keeping it accessible without blocking your view. The panel remembers its position and collapsed state across sessions using the host's state API. The header shows only the title text, while the collapsed bubble displays the emoji icon for quick visual identification.

PLEASE NOTE

This agent uses a large language model to generate text based on patterns in its training data. While designed to be helpful, AI can produce inaccurate, incomplete, or overly subjective qualification notes. This tool provides a draft only and is not a substitute for professional sales training, CRM best practices, or personal judgment. Always review and validate notes with your own research and experience. For specific sales decisions, consult with qualified sales professionals.