Lead Qualifier

The Lead Qualifier feature is designed to streamline session qualification, making it easier for Agents to categorize interactions with Visitors and gather actionable insights.

Here’s how it works:

1. Pop-up Qualification Process:
   • A pop-up appears at the end of each session to help agents qualify the interaction.
   • This pop-up must be completed before closing the session window if the feature is turned on.
2. Two Levels of Qualification:
   • First Level:
     • Agents are presented with 3 mutually exclusive options:
       1. Sale
       2. No Sale
       3. Invalid
     • Agents can select only one option from the first level.
       
   • Second Level:
     • Based on the selected option from the first level, a second pop-up with customizable options will appear.
     • For example, if “Sale” is selected, the second level could include choices like:
       • Monetary amount
       • Internal Visitor categorization 1
       • Internal Visitor categorization 2
       • Sale type

1. • • Agents can select multiple options in the second level, enabling more detailed qualification of the session. However, it is mandatory for Agents to choose at least one option to proceed.
     • The results are officially recorded only when the Agent clicks "Submit".
       
2. Customization:
   • The first level options are the same for all customers.
   • The second level options are fully customizable per client, allowing each business to tailor it to their specific needs.
3. Feature Setup:
   • The Lead Qualifier can be turned on or off.
   • If turned on, the Agents won’t be able to close the Visitor chat window without filling out the pop-up.
   • If turned off, the pop-up will not appear at all.
   • Currently, it cannot be enabled for selected sessions only; it's either on for all sessions or off.
   • Clients need to contact the CS team to set up the feature.
4. Session Compatibility:
   • This feature works across all session types, including chats, virtual calls, and telephony.