R
RealaticKnowledge Base

Enabling AI auto-qualification

Turn on AI-powered lead qualification to automatically score and categorize incoming leads.

Overview

AI auto-qualification analyzes every new lead and determines their qualification level automatically.

Enabling

  • Go to Settings > AI Settings
  • Toggle Auto-Qualification to ON
  • Configure: which sources to apply, minimum data required, auto-notify on hot leads
  • What AI Analyzes

    • Budget match with available inventory
    • Location preference alignment
    • Source quality (historical conversion rates)
    • Enquiry details specificity
    • Response patterns

    Qualification Levels

    • Hot (70-100) — high conversion, contact immediately
    • Warm (40-69) — moderate interest, needs nurturing
    • Cold (0-39) — low intent, add to drip sequence

    Reviewing Decisions

    Every qualification includes AI reasoning. You can override the qualification and provide feedback to improve accuracy.