How to Build a Lead Qualification Automation in ZazzyAgent
A good lead-generation chatbot should do more than collect a phone number.
It should help you understand whether the person is a relevant lead and give your sales team useful information before they take over.
You can build this using:
Flow Builder
User Input
Custom Fields
Conditions
Labels
Sequences
Human assignment
What this automation will do
Our example will collect:
Name
Product interest
Budget
Then it will:
Save the information.
Determine the lead category.
Apply an appropriate label.
Start a follow-up sequence.
Route high-value leads to the sales team.
Step 1: Start the conversation
The customer sends:
Hi
Your automation replies:
Hi! I'd be happy to help. Let me ask a few quick questions so we can recommend the right option.
Step 2: Ask for the name
Use User Input.
Ask:
What's your name?
Save the response to:
Name
Step 3: Ask what they're interested in
Ask:
What are you interested in?
Save the answer to:
Product Interest
Step 4: Ask for budget
Ask:
What's your approximate budget?
Save the response to:
Budget
If the customer types:
50000
you now have:
Budget = 50000
Step 5: Check the budget
Add a condition.
Example:
Budget >= 50000
The Flow Builder condition system can use custom-field values and numerical comparisons.
High-value path
If true:
Add:
High Intent
Standard path
If false:
Add:
New Lead
Step 6: Thank the customer
High-value lead:
Thanks, Rahul. Based on what you've shared, I'll connect you with our team for the next step.
Standard lead:
Thanks, Rahul. I've saved your requirements and we'll help you with the best options.
Step 7: Start follow-up automation
A high-value lead can enter a sales follow-up sequence.
For example:
High Intent
↓
Sales Follow-up
A standard lead could receive a different sequence.
Step 8: Assign high-value leads to sales
When the lead meets your qualification criteria, assign the conversation to the appropriate human sales team.
The human agent now has the information already collected.
Instead of asking:
What's your name?
they can see:
Name: Rahul
Interest: Enterprise Plan
Budget: ₹50,000
Step 9: Avoid asking customers for information you already have
This is one of the biggest advantages of storing data.
If the customer says:
I'm Rahul and I'm looking for the enterprise plan.
Don't ask:
What's your name?
again.
Your automation should reuse available information.
A simple lead scoring structure
You can create different rules.
High-value lead
Budget ≥ ₹50,000
AND
Product Interest = Enterprise
↓
High Intent
Medium-value lead
Budget between ₹20,000 and ₹49,999
↓
Qualified Lead
Lower-value lead
Budget below ₹20,000
↓
Standard Lead
The exact thresholds should reflect your business.
Add an AI Agent later
Once the structured workflow works, you can add AI.
The AI can understand messages such as:
I'm looking for something around 50k and need it for my company.
It can then help extract the relevant information and continue the workflow.
Add an API later
If your business has an external CRM, you could also send the collected information through an HTTP API.
For example:
Lead completed
↓
API
↓
CRM creates lead
↓
Sales representative receives the lead
This turns the chatbot into an actual lead-capture system rather than just a conversation interface.
The complete workflow
Customer
↓
Welcome
↓
Ask Name
↓
Save Name
↓
Ask Product Interest
↓
Save Product Interest
↓
Ask Budget
↓
Save Budget
↓
Condition
↓
High Intent ──→ Sales Team
│
└──────────→ Sales Follow-up
Why this workflow works
The customer only needs to answer a few simple questions.
Behind the scenes, ZazzyAgent turns those responses into structured information your business can use.
You can later expand the same workflow with:
Location
Company size
Timeline
Product category
AI qualification
CRM integration
Human assignment
Follow-up sequences
Start simple.
Then add complexity only when you know why the extra step is needed.