As of 13 August 2026, AI can qualify leads from your website.

What to actually do

1. Use a tool built for this

   The route this page recommends

2. Do it yourself

   Second choice

   A chat interface, chat-fluent skill, and roughly 30 minutes until you can act on the result.

   How to actually do it

   1. Open your current website copy, lead form, CRM notes and sales qualification guidance, then gather the offer, service area, ideal customer profile, disqualifiers and routing destinations.
   2. Paste those materials into the prompt under the matching headings, removing personal data from old leads and replacing it with generic examples.
   3. Ask the chatbot to produce the question flow, classification table, human hand-off rules and example conversations.
   4. Compare every proposed qualification rule with your current sales process, price list, service limits and actual routing options, then delete any rule you cannot explain.
   5. Run the example conversations through the flow, including vague answers, incomplete contact details, unsuitable enquiries and requests to speak to a person.
   6. Put the approved questions and answers into a website chat or lead-form tool, then configure consent wording, data minimisation, human escalation and the destination for each lead category.
   7. Have a salesperson check the first live classifications against the original visitor answers and correct the rules before relying on the system for routine routing.

   Prompt

   Design a lead-qualification flow for my website using the information below.
   
   Business and offer:
   [describe what we sell, who buys it, location served and typical buying process]
   
   Ideal customer profile:
   [describe company size, sector, role, needs, budget range if relevant and buying authority]
   
   Qualification rules:
   [list the conditions that make a lead high priority, medium priority or unsuitable]
   
   Required questions:
   [list the fewest questions needed to classify a lead]
   
   Routing options:
   [list the person, inbox, calendar or next step for each classification]
   
   Approved facts and wording:
   [paste current website copy, price information, service limits and contact details]
   
   Create:
   1. A short, plain-English chat flow that asks one question at a time.
   2. A classification table showing the answer patterns for high, medium and unsuitable leads.
   3. A structured lead summary for a salesperson, including the visitor's answers, classification, reason, unanswered questions and suggested next action.
   4. A list of cases that must be passed to a human instead of classified automatically.
   5. A test set of realistic example conversations, including ambiguous and unsuitable leads.
   
   Use only the facts I supplied. Do not invent customer details, urgency, budget, authority or intent. Do not infer sensitive or protected characteristics. Ask for consent before collecting contact details, collect only information needed for follow-up, and include a clear option to speak to a person. Flag every rule that is vague or likely to create false positives or false negatives. Do not contact anyone or claim that a meeting is booked.

   Open it prefilled in ChatGPT or Claude, or copy it into Gemini, which takes no prefill link.

3. Hand it to a person

   The distant third

   A person who owns the outcome does this end to end, worth it when the failure is dear.