AI Lead Qualification

Qualify every lead faster before good prospects go cold.

HuzAgent reads each incoming lead, scores it with your hot, warm, and cold rules, highlights missing details, prepares the next reply, and keeps the full lead history organized for your team.

Reply to leads faster Spot hot deals sooner Reduce manual triage

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Magic setup 60-SECOND SETUP

Paste your website URL or describe your business. AI fills in the whole setup for you. You just review and confirm.

e.g. "https://smithroofing.com" or "We are a roofing company in Dallas doing repairs and replacements for homes"

Auto-fill with AI

Or Start From An Industry Preset

❄️ HVAC ⚖️ Law Firm 🦷 Dental Clinic 📈 Marketing Agency 🏠 Real Estate 🧹 Cleaning Co.

Add your business details

This helps HuzAgent understand your services and qualify leads more accurately.

Business Basics

Business name

Industry

Local Services

Website URL optional

https://example.com

Contact Details

Business email

Phone optional

Service area optional

Dallas, Miami, Lahore, Remote, Nationwide

Services

Services offered

Example: Roof repair, emergency leak repair, roof inspection, roof replacement

Setup Flow

Seven screens, one qualification system.

A clean step-by-step setup that turns raw lead capture into a complete qualification workflow.

Business profile

Capture business basics, services, contact details, and service area so the system understands the company.

Foundation step

Lead source

Select where leads come from: hosted form, website form, webhook, spreadsheet import, or manual entry.

Input channel

Lead form

Choose the fields, labels, required questions, and form layout before the lead form goes live.

Data collection

Qualification rules

Define hot, warm, and cold lead rules based on urgency, budget, location, service fit, and intent.

Scoring logic

Reply setup

Configure tone, language, response timing, and follow-up behavior so replies match the business style.

Customer response

Notifications

Send qualified leads to dashboard, email, team members, round-robin assignment, or connected tools.

Team routing

Review & activate

Review the complete workflow before activation to make sure source, rules, reply, and routing all match.

Final launch

Step 2

Choose the lead source before the team touches a single inquiry.

Some businesses want a hosted HuzAgent form. Others already collect leads from a website form, Google Sheets, Zapier, Make, n8n, or their own app. This screen keeps the setup flexible without making the business rebuild its intake process.

Hosted HuzAgent forms for fast launch Existing website forms and webhook flows supported Manual entry still works for offline leads

Set Up Automation

AI Lead Qualification

Score new leads as hot, warm, or cold, create an AI summary, prepare a reply draft, and save everything to your dashboard.

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Business

Source

Form

Rules

Notifications

HuzAgent Form

Create a hosted form link you can share or add to your website.

Existing Website Form

Use your current website form and send submissions to HuzAgent.

Webhook/API

Send leads from any app or custom website using a secure webhook URL.

Import from Google Sheets

Use rows from a spreadsheet as incoming leads for AI qualification.

Zapier Webhook

Send leads from Zapier to HuzAgent using Webhooks by Zapier.

Manual Entry

Add leads manually from the dashboard and analyze them with AI.

Set Up Automation

AI Lead Qualification

✓

Business

✓

Source

Form

Rules

Notifications

Lead form fields

Start with recommended fields, then customize what this business collects.

Add page break

Add field

Form preset

Start Blank ⌄

Field label

Name

Type

text

Required

Key: nameMove up Move down

Field label

Type

Required

Key: emailMove up Move down

Field label

Phone

Type

tel

Required

Key: phoneMove up Move down

Field label

Message

Type

textarea

Required

Key: messageMove up Move down

Rule: keep at least one contact field, email or phone, and enough context for AI to understand the request.

Live preview

This is how the public form will look after activation.

Public Form

Request a Quote

Name *

Email *

Phone

Message *

Send Request

Step 3

Build the lead form around the information the business actually needs.

Instead of a generic contact form, HuzAgent lets the business choose field labels, types, and required inputs, then preview exactly what customers will see.

Preset or start blank Required fields and field types are adjustable Live public form preview stays visible

Step 4

Turn business judgment into clear hot, warm, and cold rules.

This is where the automation becomes useful. Instead of vague scoring, the business writes simple decision rules in plain language. That gives HuzAgent concrete guidance for urgency, pricing intent, spam, service fit, and next-action priority.

Hot lead logic for urgent or high-fit requests Warm lead logic for good but less urgent interest Cold lead logic for spam, weak fit, or price shopping

Set Up Automation

AI Lead Qualification

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Business

✓

Source

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Form

Rules

Notifications

How should HuzAgent qualify your leads?

Set the decision logic HuzAgent should use when deciding whether a lead is hot, warm, or cold.

Plain-language rules

Hot Priority

Hot lead rule

A lead is hot if they express immediate pain or discomfort, mention needing an urgent appointment, or specifically ask for a consultation for a major procedure like implants or orthodontics.

e.g. “Treat any lead mentioning a budget over $5,000 or needing service this week as hot.”

Warm Review

Warm lead rule

A lead is warm if they inquire about specific services, ask about pricing or insurance, or express general interest without an immediate timeline.

e.g. “Interested with a clear request, but no timeline or budget shared yet.”

Cold Low fit

Cold lead rule

A lead is cold if they ask very general questions, seem to be price shopping without specific needs, or are clearly spam or soliciting.

e.g. “Vague one-liners, price shopping with no details, or anything spam-like.”

Set Up Automation

AI Lead Qualification

✓

Business

✓

Source

✓

Form

✓

Rules

Notifications

Reply tone

Professional ⌄

Best for trades, B2B, clinics, and serious service businesses.

Reply behavior

Send from HuzAgent email ⌄

Start safely with drafts, then switch to auto-send later.

Reply language

English / Auto-detect customer language ⌄

Useful when leads arrive from different countries or languages.

Automated follow-ups

When a hot or warm lead has not replied, HuzAgent sends short AI-written follow-ups from different angles.

2 days later

5 days later

10 days later

Ask about the patient's specific dental concerns. Offer to schedule a consultation. Do not provide exact pricing without an examination. Do not diagnose conditions virtually.

Test it before you launch

Preview how the assistant replies using your tone and rules.

Regenerate preview

Step 5

Shape the reply so the automation sounds like the business, not a template.

Tone, language, send behavior, follow-ups, and reply guidance all live in one place. Teams can test a sample response before launch so the automation feels intentional.

Professional or business-appropriate tone controls Follow-up timing for hot and warm leads Built-in preview to test replies before launch

Step 6

Control who gets notified and where qualified leads are sent.

Every lead is saved in HuzAgent Dashboard, but many teams also need email alerts, round-robin assignment, or extra destinations later. This keeps routing clean, separate from scoring, and easy to audit.

Dashboard saving stays on by default Email rules can target hot only, hot and warm, or all leads Assignment and extra destinations can grow later

Set Up Automation

AI Lead Qualification

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Business

✓

Source

✓

Form

✓

Rules

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Notifications

Saved to HuzAgent Dashboard

Every lead is saved with AI summary, score, reply draft, and execution logs.

Always on

Email notification

Send lead details and AI summary to your team.

Admin notification email

Hot leads only

Hot and Warm leads

All leads

Team round-robin lead assignment

After AI qualification, each new lead is assigned to the workspace member with the fewest leads in the last 7 days.

More destinations

Google Sheets export, Slack alerts, and webhooks to Zapier, Make, or n8n.

Set Up Automation

AI Lead Qualification

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Business

✓

Source

✓

Form

✓

Rules

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Notifications

Review your automation

Confirm the lead source, form, AI behavior, reply setup, and destinations before going live.

Ready

Lead source

SourceHuzAgent Form

FormHosted form link generated after activation

AI and reply

QualificationHot / Warm / Cold

ReplySend from HuzAgent Email

ToneProfessional

Destinations

HuzAgent Dashboard

Email: Hot and Warm leads

AI Summary

Everything is ready to activate

Once activated, every new lead will be captured, qualified, summarized, and routed based on this setup.

Step 7

Review the full automation before it goes live.

The final screen pulls everything together: source, form behavior, qualification output, reply setup, and destinations. It gives teams one last chance to confirm the flow before activation.

Source and form details summarized in one view AI behavior and reply setup easy to confirm Destinations visible before activation

Features

Everything the team needs to qualify leads with confidence.

From intake to scoring, replies, and routing — HuzAgent keeps the whole qualification workflow clear, controlled, and ready for real teams.

Use your own hot, warm, and cold rules

Score leads based on urgency, service fit, budget, location, timeline, spam signals, or any real qualification logic the business already uses.

Collect the right details before sales follows up

Build hosted forms or connect existing lead sources so every inquiry arrives with the fields that matter to the team.

Prepare draft replies instantly

HuzAgent can summarize the inquiry, choose the next action, and prepare the first response in the tone you set.

Route results to the right people

Keep every lead in Inbox, notify staff by email, and add assignment or external destinations when the workflow grows.

Review the full automation before launch

The final review screen makes it easy to confirm source, scoring, reply setup, and destinations before going live.

Stay fast without rebuilding everything manually

Magic setup gives teams a strong starting point, then each screen can be adjusted only where needed.