Chat in Base
Product
Use case · Chat
AI Lead Qualification and Follow-Up
AI lead qualification responds to new enquiries as they arrive, asks the questions your sales team would ask, structures the answers and routes qualified leads to the right owner — while scheduling follow-ups so no lead goes cold. Exodus Markets delivers it through Chat, the messaging app in Base.
The problem
Why this workflow needs attention
- Leads wait hours or days for a first response
- Sales teams spend time on enquiries that were never a fit
- Qualification details live in chat histories, not the CRM
- Follow-ups are missed when teams are busy
How it works
How Chat handles it
- Message
- Identify intent
- Collect information
- Qualify
- Route
- Follow up
Respond immediately
Every new enquiry receives a timely, relevant first response.
Ask qualifying questions
The workflow collects the details your team needs — need, timing, budget, location or any criteria you define.
Apply your rules
Business rules qualify and route the lead; AI helps interpret free-text answers.
Update and notify
Where integrated, the CRM is updated and the assigned owner is notified with a summary.
Follow up automatically
Scheduled follow-ups keep the conversation moving until a person takes over.
Human + AI
What AI handles — and what stays with people
AI handles
- Instant first responses
- Collecting and structuring lead details
- Interpreting free-text answers
- Scheduling follow-ups and reminders
People remain responsible for
- Sales conversations and negotiation
- Pricing and commercial commitments
- Relationship building
- Decisions on non-standard leads
Who it is for
Built for these teams
- Sales
- Business development
- Marketing
- Appointment-based businesses
- Property
- Service providers
Results
How success is measured
Measured against a baseline captured before deployment:
- First response time
- Share of enquiries qualified
- Lead-to-meeting conversion
- Follow-ups completed on time
- Sales time spent on unqualified enquiries
FAQ
AI lead qualification FAQs
Can we use our own qualification criteria?
Yes. Qualification follows rules your team defines; AI helps interpret answers, and the rules decide the route.
Which channels does it work on?
Supported messaging channels are confirmed per deployment. Tell us where your enquiries arrive and we will confirm what is live for your use case.
Related
How AI Agents Can Automate Business Workflows
Insight
Business Automation
Guide
AI for property
Industry
Exodus A.C.T. Programme
Find where to start
All use cases
Use cases
Chat
Put AI lead qualification to work
Tell us about the workflow and we will show you how it would run in your business.