An AI agent that qualifies every lead before it hits your desk
Your best people should spend their time with buyers. This agent engages every new lead the minute it arrives, asks your qualifying questions, scores the answers against your criteria, and routes real opportunities to the right person with the full story attached.
Runs in your cloud platform or in ours. Voice agents run on Refract, our own platform.
The job your AI Lead Qualification Agent shows up for.
Instant engagement
Every form fill and inbound call gets a real conversation in seconds, not a next-day email.
Your questions, every time
Budget, timeline, fit. The checklist your team applies inconsistently, applied consistently.
Scoring you control
Answers are scored against criteria you set, so hot means the same thing every day.
Routing with context
Qualified leads reach the right person with a summary, not a bare name and number.
Nurture for the rest
Not-yet leads get useful answers and a polite path back when they are ready.
Voice and chat, one brain
Phone calls, website chats, and form follow-ups all run the same qualification logic.
How the AI Lead Qualification Agent runs, end to end.
Every agent we build starts as a blueprint like this one: the exact path a conversation takes through your business, agreed with you before we build it.
Lead arrives
From your website, ads, phone line, or any channel you plug in.
Agent engages
By voice or chat, immediately, while intent is at its peak.
Qualification runs
Your exact questions, asked conversationally, never skipped.
Score and route
Hot leads go to the right human now. Others enter nurture.
Context delivered
Your team opens a summary and transcript, not a cold name.
Works with what you already run.
No rip and replace. The agent connects to the systems your business already lives in, and every conversation it has is logged where you can see it.
- Your lead forms
- Your CRM
- Your calendar
- Your ad platforms
- Slack notifications
The platform underneath
Runs on Refract, the voice platform we built and operate.
We did not bolt a chatbot onto your phone line. Refract runs script-controlled conversations with real tool calls into calendars and CRMs, warm human handoff with context preserved, and a full transcript of every call. It is built by the same team that ships the AI sales agent and live call coaching inside Luminary Life's insurance CRM and runs realtime voice in production at Tavern Scribe.
Talk to a live Refract agent at refract.hostStrategy to execution, in four phases.
Anyone can demo a voice agent in five minutes. Getting one you can trust with your customers is engineering, and it runs through the same four phases as every LOJI build.
Estimate
We scope your AI Lead Qualification Agent against your real call flows, systems, and volume, and map exactly what it will take before you commit to anything.
Validate
You hear the agent and approve its script, voice, knowledge base, and escalation rules before it ever talks to a customer.
Build
We build the agent, wire it into your calendar, CRM, and phone, and test real conversations with you until it earns the job.
Support
We stay on after launch. Transcripts get reviewed, answers get tuned, and the agent stays current as your business changes.
What owners ask before hiring this agent.
What questions does it ask?
Yours. We turn your current qualification checklist into a natural conversation, then refine it together against real transcripts. The agent asks what your best rep asks, every single time.
Where do unqualified leads go?
Into a nurture lane, not the bin. They get real answers to their questions and a polite path back when their timing changes. A lead that is not ready today is still a lead you paid for.
Does it work on the phone or just on chat?
Both. Voice first is the point: it can call a fresh form fill within seconds or answer the inbound line, and website chat runs through the same brain with the same questions and scoring.
Where does our lead data live?
In the systems you already run. The agent writes to your CRM and calendar instead of warehousing your data somewhere new, and the deployment itself can sit in your cloud platform or in ours.
Ready to put a AI Lead Qualification Agent to work?
Tell us how your business handles this today and we will map the agent, the workflow blueprint, and what it takes to run it in production.