AI sales assistant and lead qualification

An AI sales assistant turns your chat into a salesperson that works 24/7: it answers questions about your products, qualifies the lead with the right questions and registers it in your CRM with all the captured information. In Floogos you build it by connecting the chat to an agent and a few tools.

The problem it solves

• Interested visitors who leave without giving their details.
• Unqualified leads that waste the sales team’s time.
• Slow responses: someone who asks at 11pm won’t wait until tomorrow.

An agent responds on the spot, asks the qualifying questions (budget, need, urgency) naturally, and leaves the lead ready for sales to work.

How to build it

1. Trigger Chat — the chat on your landing page or site.

2. AI Agent with its Brain — converses and guides the chat toward qualification.

3. RAG — to answer accurately about your catalog, pricing and plans.

4. Tools — to create the lead in the CRM (HubSpot, Salesforce, your database), schedule a demo or send a follow-up email.

Qualify with criteria

Define in the agent’s system prompt which data you need to consider a lead “qualified” (for example BANT: budget, authority, need, timeline). The agent gathers them during the conversation and only creates the record once it has them.

What your company gains

• More captured leads: nobody leaves unattended.
• Better-qualified leads: sales gets context, not just a bare email.
• Shorter cycle: it schedules demos and sends follow-ups automatically.
• Scalable: the same agent handles 1 or 1,000 conversations at once.

Keep reading

• AI agent fundamentals.
• Customer support chatbot.
• Knowledge assistant with RAG.