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How to Set Up Lead Qualify

Written by Nikita Podelenko

How to Set Up Lead Qualify

Lead Qualify lets you score calls with simple pass/fail rules for the lead outcomes you care about. After each call, SkipCalls checks the transcript and returns Success, Failure, or Unknown with a short explanation.

Why use Lead Qualify?

  • Route hot leads faster: Flag callers who are ready to buy, book, or talk to your team.

  • Review results in call results: See qualification outcomes and rationale after each call.

  • Update your CRM automatically: Send qualification results into HubSpot, Salesforce, GoHighLevel, Jobber, or your own workflow.

  • Trigger Zapier and Make automations: Start follow-up workflows without reading every transcript.

  • Track lead quality: See which calls match your business rules and which need human review.

How to access Lead Qualify

  1. Go to AI Receptionists in the dashboard.

  2. Select the receptionist you want to configure.

  3. Open the Lead Qualify tab.

Add a qualification rule

  1. Click Add Rule.

  2. Name: Give the rule a clear name, like Qualified Buyer.

  3. Qualification Prompt: Define exactly what should count as Success, Failure, or Unknown.

  4. Confirm that lead qualification results will be visible in call results and included in webhook payloads.

  5. Click Add Rule to save.

Writing good qualification prompts

A strong prompt gives SkipCalls clear boundaries. Always define:

  • Success conditions: What specific words, decisions, or outcomes mean the lead qualified?

  • Failure conditions: What clearly means the caller did not qualify or was not interested?

  • Unknown conditions: When should SkipCalls stay neutral because the topic was not discussed or the outcome was unclear?

Example rules

Rule name

Qualification prompt logic

Qualified Buyer

Success: Customer agreed to pricing, requested next steps, or booked a consultation.
Failure: Customer rejected the offer, said they were not interested, or had unresolved objections.
Unknown: Interest was unclear or the buying conversation did not happen.

Budget Qualified

Success: Budget range was confirmed and fits your minimum.
Failure: Budget is below your minimum or the caller refused to discuss budget.
Unknown: Budget was mentioned but not resolved.

Appointment Set

Success: Specific date and time were confirmed.
Failure: Caller declined or only said they would think about it.
Unknown: Scheduling was discussed but not finalized.

Understanding results

After each call, each rule returns one of three statuses:

  • Success — the lead matched the rule.

  • Failure — the lead clearly did not match the rule.

  • Unknown — the call did not provide enough evidence.

Where results appear

Lead Qualify results are visible in call results after each call and are also included in webhook payloads. Use webhook payloads to update your CRM, trigger Zapier or Make automations, route leads, or alert your team.

The webhook field name is still evaluationResults so existing automations keep working.

{ "evaluationResults": [{ "name": "Qualified Buyer", "type": "SUCCESS", "rationale": "Customer agreed to $12k quote and requested next steps." }] }

Tips

  • Start small: Begin with the 2 or 3 lead outcomes that matter most.

  • Be specific: Use concrete signals like booked appointment, budget confirmed, or service area matched.

  • Keep rules separate: One clear rule is easier to automate than a broad rule that checks too many things.

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