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AI lead qualification agent

An agentic AI lead qualification agent that feeds your pipeline.

Capture interest, ask the right questions, score intent, and route hot leads to your team — automatically, the moment someone reaches out.

Captures every channelScores in real timeSyncs to your CRM

Built for sales teams that lose leads to slow follow-up.

app.floatchat.com · lead qualificationLive
Priya N.

Priya N. · new inbound

WhatsApp · landed on /pricing

Qualifying

Hi — do you support teams of 40+ on the Pro plan?

10:02 AM

Agent · adaptive question

Yes — Pro scales past 40 seats. What's your timeline to roll this out?

This quarter — we already have budget approved.

10:03 AM

Captured

Team size

40+

Budget

Approved

Timeline

Q-now

Agent is asking the next best question…
Auto

Every channel

Captures web, WhatsApp & social in one queue

Dynamic Q&A

Qualifies with adaptive questions, not a static form

Real time

Scores intent and routes the moment interest appears

200+ syncs

Writes leads to your CRM as it qualifies

/ 01The problem

Leads go cold in minutes, not days.

The half-life of an inbound lead is brutal. Interest peaks the second someone fills out a form or sends a message — and then it decays fast. Wait an hour and the prospect has moved on, opened three competitor tabs, or simply forgotten why they reached out in the first place.

A static form can't fix that. It collects a name and an email, but it can't ask a follow-up question, can't read intent, and can't tell a tire-kicker from a buyer with budget approved. So every lead lands in the same undifferentiated pile, and your reps spend their best hours sorting instead of selling.

A human can't close the gap either. Nobody answers every inbound instantly at 2am, across five channels, while also working live deals. The result is the same leak every team knows: good leads slip through because no one got to them in time.

An agentic AI lead qualification agent qualifies the moment interest appears — and hands your reps only the leads worth their time.

/ 02The pipeline

One lead, four stages, zero delay.

Watch a single inbound move from first message to a hot, routed, CRM-synced opportunity — without a human lifting a finger.

01 — Capture

Lead lands.

Priya messages on WhatsApp after viewing pricing. The agent greets her instantly.

02 — Qualify

Right questions.

It asks about team size, budget, and timeline — adapting to each answer.

03 — Score

Intent ranked.

Signals roll up to a single score: Hot · 92. Budget approved, buying this quarter.

04 — Route

Straight to a rep.

Assigned to Dana, written to HubSpot, and a Slack alert fires — in real time.

/ 03What it does

Built to qualify, not just collect.

Four jobs the agent does on every inbound, automatically and in the same conversation.

Captures everywhere.

Web chat, WhatsApp, Instagram, and Messenger all flow into one place. The agent meets each prospect on their channel, so no inbound ever sits unanswered in a silo.

1 queue

for every channel

Web chat
WhatsApp
Instagram
Messenger
All inbound → one queue

Qualifies dynamically.

Adaptive questions instead of a rigid form. The agent reads each answer and asks the next best question — capturing budget, authority, timeline, and fit as the conversation unfolds.

BANT+

captured in chat

Static formName · Email · Phone…
Are you the decision maker?
What's blocking you today?
When do you need this live?

Scores intent.

Every signal rolls into one readiness score and ranks leads against each other, so your team always works the best opportunities first instead of guessing.

Hot · 92

ranked by readiness

Ranked by readiness

HotPriya N.92
WarmMarcus T.64
CoolLena O.31

Routes and syncs.

Hot leads go to the right rep instantly — by round-robin, territory, or your rules — while everything is written to your CRM in real time and colder leads drop into nurture.

Real time

rep + CRM, no delay

Hot · Priya N. · 92now
Dana R.

Dana R.

rep · assigned

CRM

written ✓

/ 04Speed to lead

Every inbound gets an instant answer.

Response time is the single biggest lever on conversion. The agent replies in seconds, around the clock — so interest never has a chance to cool while a lead waits in a queue.

Replies 24/7No queue, no missed inboundQualifies before a rep is free

Time to first response

FloatChat agent~5 seconds
Typical rep follow-up~42 hours

Reach a lead in the first minutes and you're dramatically more likely to qualify and convert. The agent makes that the default, not the exception.

/ 05Why it works

Reps stop chasing dead ends.

When qualification happens up front, your team spends its time on leads that actually convert — and nothing falls through the cracks. Because the agent runs on the same platform as your sales agent, inbox, and campaigns, a qualified lead flows straight into nurture and follow-up with full context.

Only the leads worth their time.

Hot, scored leads arrive ranked and ready — reps work the top of the list, not the whole pile.

Nothing slips through.

Every inbound is captured, scored, and either routed or nurtured. No more leads lost to a slow reply.

One customer record.

Qualification data is written to your CRM in real time, so context travels with the lead end to end.

One connected platform.

Qualified leads flow straight into your sales agent and campaigns — no exports, no handoff gaps.

/ 06Connected

Syncs to the CRM you already run.

Contacts, scores, and qualification fields write through in real time — across 200+ integrations and an open API.

HubSpot

contacts, deals, lifecycle

Salesforce

leads + opportunities

P

Pipedrive

pipeline stages

Slack

hot-lead alerts

Zapier

5,000+ apps

{ }

Open API

build your own

Get started

Stop losing leads to slow follow-up.

Capture, qualify, score, and route every inbound automatically — and sync it all to your CRM.

Testimonials

Loved by US support teams.

Honest quotes from teams who switched to FloatChat.

“We moved off Intercom in a weekend. The migration was free and Captain was answering tickets by Monday morning.”

Jessica Chen

Jessica Chen

Head of Support · Lumen Co.

“Per-seat pricing was killing us. Capacity pricing means I stopped flinching every time we onboard a new agent.”

Marcus Williams

Marcus Williams

Director of CX · NorthBound

“Voice and SMS in one inbox, no Twilio glue code. Our team picks up calls from the same screen they answer chat.”

Ashley Rodriguez

Ashley Rodriguez

Ops Manager · Bayside Goods

“Free plan is actually free. Unlimited live chat, no conversation cap, no ad slapped on the widget.”

Tyler Brooks

Tyler Brooks

Founder · Drift Coffee Co.

“AI replies cost a flat $9.99 — not $0.99 per resolution. Predictable bill at the end of every month.”

Megan O'Connor

Megan O'Connor

Support Lead · Vermont Outfitters

DigitalOcean NYC3
GDPR + CCPA compliant
SOC 2 Type II in progress
Encryption at rest (AES-256)
MFA on every agent account

Lead qualification questions

Channels, scoring, routing, and CRM sync — straight answers.

Web chat, WhatsApp, Instagram, Messenger, and more — every inbound lands in one place. The agent greets the visitor wherever they reach you, so no channel becomes a blind spot and nothing waits in a separate inbox to go stale.

More questions? Talk to us or book a demo.

Qualifying, scoring & routing in real time
/ STARTFeed your pipeline

Stop losing leads to slow follow-up.

Capture, qualify, score, and route every inbound automatically — and sync it all to your CRM.

Captures every channelAdaptive qualificationReal-time scoring & routing200+ CRM integrations