What are AI-Powered Lead Intelligence Rules?
Who has access to this feature?
Available on: Elite Plans
Access level: All Users
AI-Powered Lead Intelligence Rules use artificial intelligence to analyze call transcripts, form messages, and chat conversations automatically. Instead of manually reviewing every lead interaction, AI reads the content and extracts insights based on questions you ask or pre-built analysis types you select. Two rule types use AI:
These rules combine the automation power of standard Lead Intelligence with AI's ability to understand context, intent, and meaning from unstructured text data.
Why Use AI-Powered Lead Intelligence Rules?
Manual lead qualification based on conversation content is challenging to scale. Without AI analysis, you can miss critical insights buried in transcripts and messages that determine lead quality, urgency, and revenue potential.
AI-Powered Lead Intelligence Rules solve this by automating analysis across all your leads:
- Extract custom insights by asking AI specific questions about your leads (e.g., "Was an appointment booked?" or "What service was discussed?")
- Automatically detect intent, sentiment, topics, and keywords in every conversation without manual review
- Qualify leads based on what was actually said, not just duration or source
- Identify training opportunities by analyzing how sales reps handle calls
- Populate custom fields with AI-generated answers for better reporting and segmentation
- Scale lead analysis across thousands of calls and forms without adding staff
Examples of How Businesses Use AI-Powered Lead Intelligence Rules
- Service businesses ask AI to identify which specific services customers requested, then automatically set Quote Values and route leads to specialized teams
- Sales teams use AI to detect whether appointments were scheduled, quotes were provided, or objections were raised, then coach based on actual conversation quality
- Marketing agencies analyze sentiment and intent to prove campaign quality to clients
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