Qualify leads instantly with your AI agents and Chatbase
Swiftask leverages your Chatbase knowledge base to engage, question, and qualify visitors autonomously. Never lose a sales opportunity again.
Result:
Increase your conversion rate by handing off only qualified leads to your sales team.
AI Agents
chatbase
Connector chatbase · Secure OAuth 2.0
Wasted time on unqualified leads
Your sales team spends too many hours sorting through low-value contacts. Between poorly filled forms and irrelevant requests, the sales cycle slows down and high-potential opportunities get lost in the noise.
Main negative impacts:
Sales team saturation
Salespeople waste valuable time contacting leads that don't match your ideal customer profile.
Slow response times
Due to high volume, genuinely interested prospects wait too long for a follow-up.
Incomplete CRM data
Without prior qualification, the information entered into your CRM is often inaccurate or missing.
Swiftask turns your Chatbase knowledge into an intelligent qualification tool. The AI agent engages in conversation, asks targeted questions, and automatically enriches your CRM with qualified data.
BEFORE / AFTER
What changes with Swiftask
The manual process
A visitor fills out a generic form. The sales team must call every lead to check their needs, budget, and timeline. This manual process is slow, expensive, and leads to high abandonment rates.
The Swiftask + Chatbase approach
As soon as a visitor interacts, the Swiftask AI agent (powered by your Chatbase data) analyzes their needs in real-time. It qualifies the lead, verifies purchase criteria, and updates your CRM instantly.
4 steps to automate your qualification
1
STEP 1 : Upload your expertise to Chatbase
Use your documents and website to create a rich knowledge base within Chatbase.
2
STEP 2 : Build your Swiftask agent
Configure a no-code Swiftask agent to act as your best salesperson, with specific qualification guidelines.
3
STEP 3 : Connect your data sources
Link Swiftask to Chatbase so the agent answers accurately and identifies buying signals.
4
STEP 4 : Sync with your CRM
Set up automatic export of qualified leads to your CRM for immediate action by your team.
Agent qualification capabilities
The agent analyzes context, tone, and intent expressed by the prospect, drawing on your Chatbase data.
- Target connector: The agent performs the right actions in chatbase based on event context.
- Automated actions: Asking qualification questions (budget, project, role). Automatic scoring based on answers. Sending instant alerts to sales. Updating prospect records in your CRM automatically.
- Native governance: All interactions are logged in Swiftask to allow for fine-tuned analysis of your conversion performance.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-chatbase@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.
Business benefits
Increased sales productivity
Your team focuses exclusively on qualified leads that are ready to buy.
24/7 availability
Your qualification process never sleeps. Every visitor is handled instantly, anytime.
Reliable CRM data
Standardize data collection to ensure clean and actionable information in your CRM.
Personalized customer experience
The AI provides precise answers based on your documents, strengthening prospect trust.
Effortless scalability
Handle hundreds of simultaneous conversations without hiring new qualification staff.
Privacy and governance
Swiftask applies enterprise-grade security standards for your chatbase automations.
- Data isolation: Your Chatbase knowledge bases remain private and are only used to power your agents.
- GDPR compliance: Swiftask ensures that personal data processing meets all current standards.
- Total control: You maintain full control over the questions asked and the qualification criteria.
- Audit and traceability: Every conversation is recorded to allow for human review at any time.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on key metrics
| Metric | Before | After |
|---|---|---|
| Qualification time | Several hours (manual) | Under 2 minutes (AI) |
| Lead-to-client conversion | Low (cold contacts) | Significant increase (+30% on average) |
| Acquisition cost | High (human time) | Optimized and predictable |
| CRM data accuracy | Variable and incomplete | 100% structured and validated |
Take action with chatbase
Increase your conversion rate by handing off only qualified leads to your sales team.