Automatically Qualify Inbound Leads from Calls with AI-Powered Lead Qualification

We’ve introduced Inbound Lead Qualification, enabling Kipps to automatically qualify incoming leads from voice calls using AI.

With this update, every inbound conversation is analyzed, classified, and enriched with structured data—eliminating manual triage and helping teams focus on high-intent opportunities faster.

What’s New

Kipps can now:

• Automatically classify inbound leads as Hot, Warm, Cold, or Unknown
• Extract key information from conversations into structured fields
• Update lead records instantly after each call

All of this is powered by a Qualification Prompt and customizable Lead Status Parameters, defined at the campaign level.

What You Can Configure

Campaign Setup

• Select Inbound Lead Qualification as the campaign type

Qualification Prompt

Define how conversations should be evaluated.
This determines how leads are classified based on intent, interest, and context.

Example:

Classify as Hot if the user is ready to purchase within 7 days.

Lead Status Parameters (Structured Fields)

Define the specific data points you want to extract from each conversation.

Examples:

• Budget
• Timeline
• Product interest
• Location
• Email

Kipps will attempt to extract these values directly from the conversation transcript.

Voice Agent Selection (with Guardrails)

• Only voice agents with a valid inbound number integration can be used
• A single voice agent cannot be assigned to multiple active inbound campaigns simultaneously

How It Works

End-to-End Flow (Inbound Call → Qualified Lead)

1. Inbound Call Received

A user calls your configured inbound number connected to a voice agent.

2. Campaign Detection

Kipps checks for an active campaign with the inbound_lead_goal linked to that agent.

3. Lead & Contact Creation

• A Contact is created or reused based on the caller’s phone number
• A new Lead is created under the active campaign

Initial Lead State:

• Lead Type: Unknown
• Status: Contacted

4. Call Association

The call is automatically linked to the lead, ensuring transcripts and outcomes are tied to the correct record.

If no active campaign exists, Kipps attempts to link the call to the most relevant existing lead for continuity.

5. Conversation Handling

The AI voice agent manages the call, and the full transcript is recorded.

6. Automatic Qualification

After the call ends, Kipps:

• Classifies the lead (Hot / Warm / Cold / Unknown)
• Extracts values for all configured parameters
• Leaves missing fields empty (no assumptions or guessed data)

7. Lead Record Update

The lead is updated with:

• Lead Type (qualification result)
• Lead Status Parameters (structured extracted data)

Visibility in Campaign UI

Within the campaign view, you can instantly see:

• Lead Type → Hot, Warm, Cold, or Unknown
• Lead Status Parameters → Extracted key details

This provides a quick, actionable snapshot of each lead’s intent and context.

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Why This Matters

Speed

Leads are qualified immediately after the call—no manual review required.

Consistency

Every conversation is evaluated using the same predefined criteria.

Higher Conversion

Sales teams can prioritize Hot and Warm leads while interest is still high.

Better Handoffs

Structured data allows teams to take the next step without repeating discovery questions.

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Key Benefits

• Automated lead qualification from inbound voice calls
• Structured data extraction for better decision-making
• Reduced manual effort and faster response times
• Improved prioritization of high-intent leads

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Notes & Constraints

• Lead Type values are standardized: Hot, Warm, Cold, Unknown
• If no meaningful conversation occurs:
  • Lead remains Unknown
  • No structured fields are populated
• Kipps does not generate or assume missing data

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Summary

Inbound Lead Qualification transforms how teams handle incoming calls by automatically analyzing, classifying, and enriching every lead.

By combining AI-driven evaluation with structured data extraction, Kipps enables faster follow-ups, better prioritization, and more efficient sales workflows—without manual intervention.