Qualify Every Lead. Instantly.

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.

Turn Every Inquiry Into a Qualified Next Step

  • Respond to new leads in seconds across voice, SMS, email, and chat.
  • Ask your approved qualification questions consistently on every conversation.
  • Score fit, urgency, and intent using your routing criteria.
  • Book meetings, transfer hot leads, or trigger the right follow-up workflow.
  • Record answers, dispositions, and next steps in your CRM automatically.

Build Your Lead Qualification Plan

In 20 minutes, define your qualification criteria, questions, routes, and outcomes for every inbound lead.
As Seen On
Built for teams that need speed-to-lead without sacrificing qualification quality.

Lead Qualification, Paid by Outcome

Define the result that matters—such as a qualified opportunity, completed intake, booked meeting, or routed lead—and pay for completed outcomes.
1

Set the Goal

Choose the result that matters, such as a completed order, new subscription, booked consultation, qualified opportunity, or warm handoff.
2

Pay Per Performance

Pay for agents that do the work and meet the agreed goal, not for time spent, random tokens, or simple activity.
3

Track Every Outcome

See what work the agent completed, escalated, or handed off so performance and cost stay clear.
Diverse group of people wearing headphones in circular portrait style

The Lead Arrived. Qualification Starts Now.

Vida’s Lead Qualification Agent works between an inbound inquiry and a clear next step. It follows your approved questions, scoring rules, hours, consent requirements, and escalation paths.

What AI Agent Can Do

  • Respond to shopping inquiries and abandonment events, 24/7. Cover after-hours demand, weekend shopping, and overflow across voice, SMS, email, and chat.
  • Qualify interest and route customers. Ask approved questions, capture relevant context, and route each person to the right product, program, subscription, or specialist.
  • Recover carts and unfinished checkouts. Follow up when a shopper leaves a treatment, supplement, subscription, or wellness purchase before completion.
  • Book, confirm, and recover consultations. Work through connected calendars to schedule product, sales, or care conversations, manage changes, and re-engage cancellations or no-shows.
  • Coordinate follow-up and sales handoffs. Keep the opportunity moving across marketing, ecommerce, sales, customer support, and care teams without losing context.
  • Provide concierge shopping assistance. Answer approved questions about products, subscriptions, pricing, shipping, and next steps; share secure links; and guide customers back to where they left.

Benefits of the Vida AI Agent OS

  • More completed orders. Put existing demand back into motion before it disappears into abandoned carts, unfinished forms, or unanswered questions.
  • Faster commerce follow-up. Start the approved workflow when an abandonment or inquiry event occurs, including after hours and during demand spikes.
  • Less manual chasing. Give repetitive outreach, qualification, booking, and order-status updates to an agent while your team handles conversations that need human judgment.
  • Controlled execution. Define what the agent can say, read, write, send, complete, and escalate. Keep sensitive health, payment, and clinical questions with the appropriate people.
  • Reviewable recovery operations. See what the agent attempted, completed, handed off, and recorded for each customer or opportunity.
  • Revenue recovery measurement. Track completed orders, new subscriptions, booked consultations, qualified opportunities, warm transfers, and follow-up completion.
Lead qualification turns inbound interest into routed opportunities and booked meetings.
Get Started

Put an Agent on Every Inbound Lead

Each workflow begins with an inquiry and ends with a qualified, routed, and documented next step.

Vida AI Agent Workflows

Instant Lead Response

Respond within seconds while interest is high across voice, text, email, or chat.

Consistent Qualification

Ask the same approved discovery questions on every conversation and capture complete answers.

Intent and Fit Scoring

Apply your criteria to identify fit, urgency, buying intent, and the appropriate route.

Meeting Booking

Offer the right calendar and book a qualified meeting without waiting for a rep.

Intelligent Routing

Send each qualified lead to the right owner, territory, queue, or workflow.

CRM Updates and Reporting

Record qualification answers, scores, dispositions, owners, and next steps automatically.

Vida AI Agent Features

Omnichannel Sales Communication

Coordinate voice, SMS, iMessage, email, and chat in one workflow. Move from a message to a call, or follow a call with a text, without losing context or patient information.

Automated Retry Cadences

Continue appropriate follow-up after unanswered calls, voicemail, dropped forms, and unfinished goals. Detect voicemail and leave a clear reason to respond.

Attended and Warm Transfers

Continue appropriate follow-up after unanswered calls, voicemail, incomplete intake, and unfinished goals. Detect voicemail and leave a clear reason to respond.

HIPAA Ready

Vida supports HIPAA-regulated use cases through designated HIPAA-enabled
configurations, ensuring your patient and client data stays secure.

Event-Triggered Outreach

Start outreach from form events, scheduling changes, CRM updates, APIs, or webhooks. Keep every action within configured hours, permissions, and escalation rules.

Goals, Metrics, and Reporting

Measure more than answered calls. Track completed intakes, booked appointments, recovered appointments, routing outcomes, follow-up activity, and conversion bottlenecks.

AI Lead Qualification Agent FAQs

Common questions about qualifying inbound leads, routing opportunities, and measuring qualification outcomes.