Qualify your Chatrace leads instantly with AI
Swiftask connects your Chatrace bots to an AI agent capable of analyzing, asking relevant questions, and qualifying your leads 24/7.
Result:
Stop wasting time on unqualified leads. Pass only sales-ready opportunities to your team.
AI Agents
chatrace
Connector chatrace · Secure OAuth 2.0
Manual lead handling slows down your growth
Your Chatrace bots generate traffic, but your team spends too much time manually sorting through contacts. Between unqualified prospects and lost urgent inquiries, your sales cycle is unnecessarily long.
Main negative impacts:
Loss of hot leads
A qualified prospect who waits too long for a response will turn to competitors. Responsiveness is the #1 conversion driver.
Sales team burnout
Sales reps spend 60% of their time on data entry and basic qualification instead of closing deals.
Incomplete CRM data
Manual qualification is prone to human error. CRM entries are often patchy or inconsistent.
Swiftask adds a layer of conversational intelligence to your Chatrace flows. The AI agent interacts with the lead, assesses their needs, verifies budget, and automatically qualifies them before human intervention.
BEFORE / AFTER
What changes with Swiftask
Manual sorting process
A visitor interacts with Chatrace. The bot gathers raw info. A sales rep must read every transcript, manually qualify the lead, and input data into the CRM. Average processing time often exceeds 4 hours.
AI qualification with Swiftask
The Swiftask AI agent analyzes the Chatrace exchange in real time. It asks qualification questions, scores the lead based on your criteria, and updates your CRM instantly. The rep receives a pre-qualified lead ready for a call.
Deploy your qualification agent in 4 steps
1
STEP 1 : Define your scoring criteria
Set up qualification variables in Swiftask: budget, industry, company size, or purchase intent.
2
STEP 2 : Connect your Chatrace flow
Integrate Swiftask with your Chatrace scenarios via webhook. The AI takes over as soon as the contact starts.
3
STEP 3 : Customize the AI dialogue
Teach the agent your brand voice and the key questions needed to validate the prospect's profile.
4
STEP 4 : Sync with your CRM
The agent automatically pushes qualified data to your CRM (Salesforce, Hubspot, Pipedrive) after every interaction.
Smart agent capabilities
The agent analyzes sentiment, urgency, and the consistency of the prospect's responses throughout the Chatrace conversation.
- Target connector: The agent performs the right actions in chatrace based on event context.
- Automated actions: Score leads from 0 to 100. Ask dynamic follow-up questions. Segment prospects by category. Trigger priority alerts for 'Hot' leads. Automatically archive unqualified contacts.
- Native governance: All interactions are archived in Swiftask to enable continuous improvement of your scenarios.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-chatrace@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 automate lead qualification
Increased conversion rates
Immediate contact with qualified prospects drastically boosts your chances of closing.
Standardized scoring
No more discrepancies between sales reps. Every lead is evaluated using the same objective criteria.
Massive productivity gain
Your sales team focuses exclusively on high-value conversations.
Enriched CRM data
Every interaction generates structured, actionable data for future marketing campaigns.
Always-on availability
Your lead qualification runs 24/7, even outside business hours.
Prospect data privacy
Swiftask applies enterprise-grade security standards for your chatrace automations.
- End-to-end encryption: All data exchanged between Chatrace and Swiftask is secured and GDPR compliant.
- Data isolation: Your lead information is siloed in your dedicated Swiftask instance.
- Workflow control: You maintain control over data pushed to your CRM with strict filtering rules.
- Enterprise compliance: Swiftask meets the most demanding security standards for B2B enterprises.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your sales performance
| Metric | Before | After |
|---|---|---|
| Qualification delay | 4+ hours | Instant |
| Conversion rate | Low (due to latency) | Optimized (+30%) |
| Sales time saved | 0% | Up to 15h per week |
| Scoring accuracy | Subjective/Variable | Consistent and verifiable |
Take action with chatrace
Stop wasting time on unqualified leads. Pass only sales-ready opportunities to your team.