# Real-time qualification and lead routing

**Summary:** Implement real-time qualification and lead routing with a conversational assistant on key pages. Capture structured data from visitors, apply clear routing rules, and send high-quality leads to the right sales or success teams without adding friction to the experience.

**In short:** Turn “Contact us” moments into smart conversations that qualify visitors and route them to the right team in real time.

**Published:** 2026-02-18

*This recipe describes how to use a conversational assistant to turn unstructured interest into clean, routed leads.*

Forms are useful but often produce incomplete, inconsistent data. Real-time qualification converts those fields into a short conversation that feels more natural and yields better information. An AI-driven flow can then route leads immediately to the right team.

Configure a **lead-qualification AI Skill** that defines variables like `company_size`, `region`, `industry`, `role`, `primary_goal`, `timeline`, and `current_tools`. The skill’s prompt graph should adapt its questions depending on previous answers; for example, only ask `current_tools` if `primary_goal` suggests integrations matter.

Ground the skill with flat **Topics** such as `Product-overview`, `Pricing-basics`, `Engagement-process`, and `Eligibility-basics`. This ensures that when visitors ask detailed questions (“Can you handle X in region Y?”), the skill responds from approved content instead of inventing capabilities.

Once variables are captured, a routing function can compute `target_team` and `priority_level`. Use these values to create or update a lead or contact record in your CRM, attach an AI-generated summary, and assign it accordingly. The summary should mention the primary goal, key constraints, and any special notes gathered by the skill.

For high-value or urgent cases (for example, `company_size` above a threshold and `timeline=urgent`), the skill can also create **tasks** and send **notifications** to specific Slack channels or email groups. This avoids relying solely on dashboards and helps teams react quickly to important leads.

You can also keep these variables for **audience segmentation**. Visitors marked as “qualified but not contacted” can see **in-app notifications** prompting them to schedule a demo, download a deep-dive guide, or visit a tailored landing page. Segments such as “enterprise, new region” can receive different in-app prompts than “SMB, simple use case.”

**Conclusion**  
Real-time qualification and lead routing turns basic inbound interest into structured, actionable leads with minimal friction. By using AI Skills to collect variables, grounding answers in focused Topics, and driving internal tasks and notifications for priority signals, it reduces manual triage and supports more timely, relevant follow-up.