Business solution
Lead Qualification
Interpret unstructured enquiry details, combine them with deterministic qualification criteria and prepare the appropriate sales route.
Example architecture
A representative controlled workflow
- InputIncoming lead
- AIExtract company + need
- RuleApply qualification criteria
- CRMCheck existing context
- HumanReview exceptions
- OutputRoute + create task
Human control
Responsibility remains explicit
Sales defines the qualification rules and reviews uncertain or important leads.
Project context
Describe the process and systems involved.
Finch can assess where AI, software, integration, rules and human control belong.