AI Lead Qualification

CONVERT LEADS

Qualify leads before sales steps in.

Vida’s Lead Qualification Agent responds to every inbound lead, asks your approved questions, captures intent and fit, routes qualified opportunities, and records the full outcome in your CRM.

Get a demo

Plans from $250/month

Respond to every lead in seconds

Score fit, urgency, and intent using your criteria

Book meetings or route sales-ready leads

Forbes
Fast Company
Entrepreneur

https://cdn.prod.website-files.com/68d957b05eafae8152995809/6ac583af259470e0b1f73344_vida-home-hero.mp4

Alice - AI Lead Conversion - Hero

VIDA CUSTOMER STORY

“Vida is helping us achieve higher confirmation rates, fewer cancellations, and scalable throughput.”

Heather Krapf · Operations, VP Medicare Express

FROM INQUIRY TO QUALIFIED NEXT STEP

Every inquiry. Qualified consistently.

Cari gathers the answers, applies your rules, and gives sales a clear disposition with the context to act.

Inbound lead · Qualification
D
Dana Brooks
I’d like to learn more about your service.
Alice
Cari
Happy to help. May I ask a few quick questions to find the right next step?
D
Dana Brooks
Sure, go ahead.
Fit and intent scored · Next step routed
Lead · Qualified ›
Qualified the lead and routed the right next step.
Recording URL

CONSISTENT SCREENING. FASTER SALES RESPONSE.

More inquiries.
Fewer wasted sales conversations.

One AI qualification agent for response, discovery, scoring, routing, and CRM updates.

Responds instantly

Engage new inquiries across voice, SMS, email, and web while intent is high.

Asks approved questions

Collect need, budget, authority, timing, location, and other required details consistently.

Scores fit and intent

Apply your criteria to identify fit, urgency, readiness, and buying intent.

Applies disqualifiers

Route ineligible or incomplete leads to the correct nurture, stop, or follow-up path.

Books qualified meetings

Offer the correct calendar or meeting type only when qualification requirements are met.

Routes and documents

Send qualified leads to the right owner and record answers, disposition, and next step in your CRM.

YOUR CRITERIA. YOUR ROUTING RULES.

Your qualification agent.
Your definition of a good lead.

01

Set qualification criteria

Define required questions, fit signals, disqualifiers, scoring, and stop conditions.

02

Connect your CRM and calendar

Add owners, territories, queues, meeting types, and routing rules.

03

Go live. Review lead quality.

Launch across your channels and review qualification, routing, meetings, and downstream conversion.

Connect your CRM and calendar. Keep your approved questions. Stay in control of every routing decision.

ABOUT AI LEAD QUALIFICATION

Before you
hand over qualification.

How does Cari decide whether a lead is qualified?

Your team defines the required questions, fit signals, disqualifiers, scoring, routing rules, and stop conditions. Cari applies them consistently.

Can Cari qualify leads across multiple channels?

Yes. Cari can coordinate approved conversations across voice, SMS, email, and web while preserving the qualification context.

Can she book meetings and route qualified leads?

Yes. Cari can offer the correct calendar or route a qualified lead to the right owner, territory, location, or queue with full context.

How do we measure qualification performance?

Track response time, contact rate, qualification completion, qualified-lead rate, meetings booked, handoffs, disqualification reasons, and downstream conversion.

See AI lead qualification for your business.

Alice - AI Lead Qualification - Bottom

AI-Lead-Qualification

General

d956d160-6454-4178-9bf7-998740f8784f

45114388

na2