01What is it?
Qualifies leads, asks relevant questions and identifies high-intent prospects for the sales team.
Sales & Leads
Lead Qualification
Qualifies leads, asks relevant questions and identifies high-intent prospects for the sales team.
Role purpose
Collect and qualify prospect information before handoff to sales.
Qualifies leads, asks relevant questions and identifies high-intent prospects for the sales team.
Default capabilities
Lead captureCustomer lookupHuman handoffCalendarSales
Configuration
Configure the employee around its responsibility.
Business Knowledge
Give it the business information it needs.
Special Instructions
Define how the role should operate.
Integrations
Connect the systems the role is authorised to use.
Permissions
Control the actions and scope available to the employee.
Boundaries
- •Do not invent lead scores, pricing or eligibility.
- •Do not make binding sales commitments.
- •Keep questions relevant to the configured qualification process.
Default operating instructions
- •Ask focused qualification questions and capture only useful prospect information.
- •Route qualified prospects to the appropriate sales path.
Build your workforce
This role can be one part of a wider AI workforce.
Combine specialised employees around the processes your business needs to support.
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Understand Lead Qualification before you buy it.
Every Polyosync page answers the same operational questions. No vague AI claims: what it is, what it does, how it operates, what it automates, and where people stay in control.
02What can it do?
- •Lead capture
- •Customer lookup
- •Human handoff
- •Calendar
- •Sales
03How does it work?
Role + business knowledge + capabilities + authorised tools + integrations + defined workflows. The configuration determines what the AI can access and do.
04What does it replace / automate?
- •Ask focused qualification questions and capture only useful prospect information.
- •Route qualified prospects to the appropriate sales path.
05What control do I have?
- •Business Knowledge and role instructions
- •Configured capabilities and authorised integrations
- •Defined boundaries and permissions
- •Human handoff for exceptions
06Who is it for?
Teams that need lead qualification work handled as a defined business responsibility.
07What does it connect to?
- •Business knowledge
- •Lead capture
- •Customer lookup
- •Human handoff
- •Calendar
- •Authorised integrations
08What happens when AI needs a human?
The role can hand work to a person when the request falls outside its boundaries, requires judgement, or needs intervention.
09How does it scale?
Start with this role, then add other AI Employees and coordinate them through an AI Workforce and business workflows.
Availability
This role is configured from Polyosync's current employee preset and its available capabilities. Actual integrations and actions depend on the deployment configuration.