AI agent
Qualification and scoring
Choose what the agent collects from every buyer or tenant, and how it scores leads Hot, Warm or Cold.
Qualification fields are the questions the agent must have answered before it hands a lead to your team. Pick them on the AI agent page → Qualification fields card (owners and managers).
Pick and order the fields
- Select the fields you care about. You need at least 2.
- Order them with the arrows (Move up / Move down) by importance. The agent roughly follows this order when asking, naturally rather than as an interrogation.
- Click Save settings.
| Field | Note |
|---|---|
| Purpose (buy, rent, invest) | |
| Property type | Apartment, villa, townhouse, twin house, duplex, penthouse, studio, chalet, office, shop, clinic, land |
| Areas / compounds | As the customer says them: "New Cairo", "Mountain View", "Dubai Marina" |
| Budget | Total price, or down payment and monthly installment, or monthly/yearly rent |
| Payment method (cash, installments, mortgage) | |
| Down payment | Only asked of installment buyers |
| Bedrooms | |
| Size (m²) | |
| Ready or off-plan | |
| Finishing | Core & shell, semi-finished, fully finished, furnished |
| Move-in timeline | Immediately, within 3 months, within 6 months, within a year… |
| Nationality | Matters for ownership rules in the Gulf |
| Name, Phone number, Email | Contact details |
If you never choose, the default is: purpose, property type, areas, budget, payment method, bedrooms and move-in timeline.
Include the phone number
We recommend selecting Phone number so your team can call the customer after qualification. WhatsApp customers' numbers are already known, so the agent won't ask them again.
When a lead becomes Qualified
- As soon as the agent starts collecting details, the customer gets a lead in the CRM at the Qualifying stage.
- Every new detail the customer mentions is saved to the property request right away, and the agent never asks again for something already said.
- Once all selected fields are collected, the agent qualifies the lead: the stage moves to Qualified, it writes a summary, and the owner, managers and sales agents get a "Qualified lead" notification.
- The agent may qualify early if the customer says they want to reserve or talk to sales.
Scoring: Hot, Warm, Cold
| Score | Means |
|---|---|
| Hot | Budget known and fits your real inventory, payment method known, and moving within 3 months or asked for a viewing or a cash buyer |
| Warm | Budget and area known, moving in 3 to 12 months, or an off-plan investor |
| Cold | No budget, just checking prices, or more than 12 months away |
Hot leads get High priority in Conversations. You can change the score by hand any time on the lead page. Lead details