The Qualification Agent automatically reviews every prospect in your suggestions feed and recommends whether to approve or deny — based on rules you define in plain text.
Tags you'll see on each prospect card:
Agent Approved — recommends approving
Agent Denied — recommends denying
No recommendation — no rules set yet
Hover over the tag to see exactly why each decision was made.
To get started:
Open your agent from the left sidebar.
Click Qualification rules in the agent menu — you'll see your existing rules listed here, if you have any.
Click Edit rules (top right). This opens a chat with your agent, which asks: "How can I help you to update qualification rules?"
Describe the rule you want in plain text — as specific or broad as you like (e.g. "decline prospects whose company is under 10 employees"). The agent turns your description into a qualification rule.
The agent's recommendations are suggestions only — you still approve or deny each prospect manually.