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Qualify leads in real-time with your AI chatbot

Swiftask turns your chatbot into a high-performance qualification engine. Identify high-potential leads from their very first interaction.

Result:

Boost your conversion rate and free up time for your sales team by focusing only on qualified leads.

Too many unqualified leads are overwhelming your sales team

Manual lead management is a bottleneck. Your sales reps waste precious time on unqualified prospects or irrelevant requests, while hot leads wait for a response.

Main negative impacts:

  • Lack of sales reactivity: Hot leads go cold due to the lack of immediate and relevant follow-up.
  • High acquisition costs: Time spent by top talent filtering irrelevant leads is a major operational cost.
  • Fragmented CRM data: Without automated qualification, CRM data is often incomplete or poorly segmented.

Swiftask connects your AI chatbot to automatically qualify every visitor, enrich data, and prioritize opportunities directly in your CRM.

BEFORE / AFTER

What changes with Swiftask

Without Swiftask

A visitor fills out a generic form. The information lands in an inbox or CRM without context. A sales rep must call to see if the lead is serious. Too often, the prospect has already moved to a competitor.

With Swiftask + AI Chatbot Hub

The chatbot engages the conversation, asks key questions, evaluates budget and needs. If the lead is qualified, Swiftask creates the opportunity in the CRM and notifies the sales rep. The prospect receives an instant, relevant response.

Deploy your automated qualification in 4 steps

STEP 1 : Define your qualification criteria

Configure the questions and qualification scores in the Swiftask AI agent.

STEP 2 : Connect your AI Chatbot Hub

Integrate Swiftask with your existing chatbot hub in just a few clicks.

STEP 3 : Configure CRM automation

Determine the actions to trigger based on the score obtained (lead creation, task, email).

STEP 4 : Launch and optimize

Activate the agent and adjust scenarios based on real performance.

Key qualification features

The AI analyzes sentiment, purchase intent, and business-specific data in real-time.

  • Target connector: The agent performs the right actions in ai chatbot hub based on event context.
  • Automated actions: Automated lead scoring, intelligent conversation routing, CRM enrichment, instant notifications on Slack/Teams.
  • Native governance: All interactions are archived for detailed analysis of your scenario performance.

Each action is contextualized and executed automatically at the right time.

Each Swiftask agent uses a dedicated identity (e.g. agent-ai-chatbot-hub@swiftask.ai ). You keep full visibility on every action and every sent message.

Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.

Why choose Swiftask for your leads

1. 24/7 Availability

Don't miss any opportunities, even outside business hours.

2. Intelligent prioritization

Your sales reps focus only on leads with the highest potential.

3. Clean CRM data

Structured and qualified information automatically injected into your CRM.

4. Reduced sales cycle

Fast qualification enables a much more efficient sales outreach.

5. No-code flexibility

Adapt your qualification questions in seconds without technical help.

Security and compliance

Swiftask applies enterprise-grade security standards for your ai chatbot hub automations.

  • GDPR compliant: Secure management of personal data collected during the chat.
  • Secure integrations: Encrypted connections with your CRM and chatbot hub.
  • Full audit log: Total traceability of exchanges and actions taken by the AI.
  • Sovereign control: You maintain control over the rules and data transmitted.

To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.

RESULTS

Impact on your performance

MetricBeforeAfter
Qualification timeSeveral hours (manual)Instant (automated)
Conversion rateLow (delayed response)Significant increase
Sales productivityFocus on filteringFocus on closing
Cost per qualified leadHighOptimized

Take action with ai chatbot hub

Boost your conversion rate and free up time for your sales team by focusing only on qualified leads.

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