How to: Use Agentic AI to Supercharge Your Lead Gen

What if you could hire someone whose whole job was to read every lead interaction and extract the intelligence that matters?

They’d flag who’s ready to buy, who’s still shopping, and which sales reps need coaching. They’d surface urgency signals, objections, and demand patterns—every lead, every day.

The result: campaigns optimized for qualified interest, sales focused on ready-to-convert prospects, and decisions informed by real data instead of guesswork.

You’d never hire someone to do this manually—it’s too much work.

But Ask AI does the exact same thing at scale. 

Every insight that once required human intelligence now populates automatically, driving workflows, revealing opportunities, and powering smarter lead generation.

What Ask AI Actually Does

Ask AI extracts specific intelligence from lead data automatically. You define the question, AI analyzes the data, and the answer appears as a filterable field in your Lead Manager.

Questions it answers:

• Which specific service is the lead interested in?
• Did they book an appointment or request a quote?
• What's their timeline for making a decision?
• What objections did they raise?
• How could the sales rep have closed better?

The answers become actionable data that powers campaign optimization, lead scoring, and sales coaching.

Here's how agencies and in-house teams are deploying this intelligence across their lead gen operations.

Five Ways to Use Ask AI

1. Extract Product Interest for Accurate Valuation

Ask AI identifies which product or service each lead expressed interest in by analyzing call transcripts, chats, or form submissions.

Example question: "Which service is this lead interested in: basic consultation, standard package, or premium package?"

Result: Each lead gets tagged with their product interest, revealing which campaigns drive demand for specific offerings. Use that insight to filter leads by service type, assign accurate quote values, or identify which marketing channels attract premium buyers versus bargain hunters.

2. Identify Booking Intent to Prioritize Hot Leads

Separate leads who are ready to move forward from those who need more nurturing or don’t have real buying intent.

Example question: "Did this lead book an appointment, request a quote, or say they would follow up later?"

Result: Leads get categorized by booking intent, showing you exactly who's ready to buy versus who's still researching. Use that intelligence to prioritize sales follow-up, trigger automated alerts for booked appointments, or route "follow up later" leads into nurture campaigns.

3. Detect Urgency for Better Follow-Up Timing

Identify urgency signals like "as soon as possible" or "just exploring options for now."

Example question: "Is this lead's timeline urgent (within 2 weeks), moderate (this month), or exploratory?"

Result: Ask AI extracts timeline urgency from each conversation, revealing which leads need immediate attention versus long-term nurturing. Use that data to prioritize follow-up timing, route urgent leads directly to sales, or adjust your qualification criteria based on typical conversion timelines.

4. Analyze Sales Performance for Coaching

Evaluate how reps handle conversations without managers listening to every recording.

Example question: "What could the sales rep have done better to move this lead toward booking an appointment?"

Result: Ask AI generates coaching feedback for every call, identifying patterns in what works and what doesn't across your team. Use those insights to build targeted training programs, address consistent gaps, or recognize reps who consistently convert high-intent leads.

5. Segment by Customer Type

Distinguish existing customers calling for additional services from new prospects.

Example question: "Is this an existing customer or a new prospect?"

Result: Ask AI identifies customer status for each lead. Filter Lead Manager to analyze new customer acquisition separately from upsell revenue, revealing which campaigns excel at new business versus expansion.

How to Set Up Ask AI

Configure Ask AI through Lead Intelligence rules:

1. Navigate to Lead Intelligence and click "+ Add Intelligence Rule"
2. Set conditions for when the rule triggers (e.g., Type = Phone Call)
3. Select "Ask AI questions about" from available actions
4. Choose data sources: call transcripts, chat logs, form fields
5. Write your specific question
6. Configure response format: short answer, yes/no, multiple choice
7. Confirm pricing and save

Ask AI then automatically analyzes matching leads and populates custom fields with extracted intelligence.

Layering Ask AI with Automation

Ask AI becomes exponentially more powerful when combined with Lead Intelligence automation rules.

Once AI populates custom fields, build rules that act on that intelligence:

• Auto-qualify: If product interest = "premium service," mark quotable with $3,000 value
• Score by intent: If booked appointment, add 50 points and alert sales via webhook
• Filter junk: If competitor or wrong number, mark unqualified
• Route by urgency: If urgent timeline, tag "High Priority" and send Slack notification

This layered approach—AI extracts intelligence, automation acts on it—creates sophisticated workflows that operate entirely automatically.

What You're Missing Without It

Every unanalyzed call transcript is intelligence you're not using. Every uncategorized chat is an optimization opportunity missed. A hundred leads per week means four hundred conversations per month where product interest, buying intent, and urgency signals go unextracted.

Without autonomous intelligence extraction, you're either sampling a fraction of leads and hoping they're representative, or optimizing campaigns based on metrics that don't distinguish qualified interest from tire-kickers.

Ask AI extracts that intelligence automatically—for every lead, every day. Start your free WhatConverts trial and see what you've been missing.