Project 02 — See Workflow

AI Lead Qualification
Chatbot

UrbanNest Realty — AI Lead Qualification Chatbot

Overview

What we built

A lightweight AI chatbot that qualifies incoming inquiries, scores leads, and alerts the business only when a high-intent lead appears.

Who it's for

Real estate agents, hospitality brands, and service businesses with high inquiry volume.

Primary goal

Reduce time wasted on low-quality leads.

The Problem

The business faced:

Unqualified Noise

Too many unqualified inquiries clogging up the inbox.

Manual Fatigue

Wasting hours on manual WhatsApp and chat replies.

Zero Prioritization

No way to distinguish hot leads from casual browsers.

Missed Opportunities

High-intent prospects lost in the noise of low-quality chats.

Every lead looked the same — until it wasn't.

Our Solution

We built a guided chat flow that:

Smart Qualification

Asks only high-signal questions to filter out noise instantly.

Real-Time Scoring

Calculates lead intent score live as the user answers.

Instant Segmentation

Automatically buckets leads into HOT, WARM, and COLD piles.

Smart Alerts

Notifies your sales team only when a high-value lead is ready.

Chatbot Flow

Complete qualification in ~60–90 seconds per user

01
Welcome
02
Intent
03
Location
04
Budget
05
Timeline
06
Readiness
07
Lead Score
08
Action

Lead Scoring Logic

Each answer contributes to an overall score. Budget & timeline weighted highest. Readiness confirms seriousness.

HOT

Immediate follow-up triggered. Sales team alerted via WhatsApp.

WARM

Enters nurture sequence. Automated follow-up emails sent.

COLD

Used for analytics only. Excluded from CRM to keep it clean.

Smart CRM Handling

Only qualified leads reach your CRM — everything else stays out.

Saved to CRM

HOT & WARM leads are automatically pushed to the CRM with full context.

Excluded from CRM

COLD users are filtered out — they never clutter the pipeline.

Analytics Only

Anonymous cold data is captured for insights without polluting your CRM.

This keeps the CRM clean and actionable.

Key Features

Built for speed, clarity, and conversion.

Button-Based Chat

Guided conversation using buttons — no typing needed from the user.

Real-Time Scoring

Lead score updates live as the user progresses through the conversation.

CRM Sync

Qualified leads auto-sync to Google Sheets (demo) with full conversation context.

WhatsApp Alerts

Instant WhatsApp notification for HOT leads via Twilio sandbox.

Results

Demo implementation results

~60% Inquiries Auto-Qualified
Only Serious Leads Contacted
6–8 hrs Saved per Agent / Week
Faster Response to Hot Leads

Tools & Stack

Lightweight, modern, and production-ready.

Node.js

Backend logic, API endpoints, and lead scoring engine.

Custom Chat UI

Branded, button-based conversational interface.

Google Sheets

Acts as a lightweight CRM for qualified lead data.

Twilio WhatsApp

Instant hot-lead alerts sent to the sales team's WhatsApp.

Why This Works

Businesses don't need more leads.
They need fewer, better ones.

Filters Noise

Automatically removes unqualified inquiries before they reach your team.

Prioritizes Sales

Your team focuses only on leads that are most likely to convert.

Scales Effortlessly

Handles unlimited conversations without hiring additional staff.

Want this chatbot customized for your business?

Try Bot Live Request a Setup