An AI-powered lead qualification system that engages website visitors via an embeddable chat widget, qualifies them with intelligent conversation, scores leads in real time, and hands off to human sales reps through a live dashboard.
Overview
A complete AI lead qualification pipeline — from first visitor interaction to sales handoff.
LeadQualifier is a multi-channel AI lead qualification system. It starts with an embeddable chat widget that you add to any website with just 2 lines of code. When a visitor starts chatting, an AI bot engages them with intelligent qualification questions — collecting their name, service needs, budget, timeline, and contact information.
Behind the scenes, each response is analyzed and scored in real time. The lead appears instantly on the sales dashboard via WebSocket, where sales representatives (reps) can see the score breakdown, collected information, and full conversation history. When the lead is hot, a sales rep can take over the conversation with one click — their reply appears directly in the visitor's widget.
To test this properly, you need to use two browser tabs: one as the customer (on the demo business website with the widget) and one as the sales rep (on the dashboard). The walkthrough below guides you through both sides.
Architecture
The full pipeline — from website visitor to qualified lead to sales handoff.
Customer Side (Widget)
Sales Rep Side (Dashboard)
Testing Walkthrough
This is a two-part walkthrough. Open two browser tabs — one for each role.
Open the SunPeak Solar website — a demo business website deployed on Netlify with the LeadQualifier widget already embedded. This is what your business website visitors would see.
Look for the orange chat bubble in the bottom-right corner. Click it to open the chat widget. The AI bot will greet you and start the qualification conversation.
Answer the bot's qualification questions naturally. Provide your name, what service you're interested in, your budget, timeline, and contact details. The bot adapts its questions based on your responses.
In a second browser tab, open the LeadQualifier dashboard and log in with the demo credentials.
Your chat from SunPeak Solar appears in the conversations list in real time under the "Sales Qualifier" bot. Click on it to open the full conversation thread and see the bot's responses alongside the customer's messages.
Check the lead score (0-10) and score breakdown. You'll see all the information the bot collected — name, service interest, budget, timeline, and contact info — alongside the AI's qualification assessment.
Click the "Take Over" button to switch from bot to human mode. Type a reply in the dashboard — it appears instantly in the visitor's chat widget on SunPeak Solar. Switch back to the widget tab to see your message.
All accounts use password demo123
Features
Everything built into LeadQualifier.
Add AI lead qualification to any website with just 2 lines of code. Fully customizable appearance and behavior.
Leads scored 0-10 with a detailed breakdown. Hot (8-10), Warm (5-7), and Cold (0-4) classifications.
One-click "Take Over" lets sales reps jump into any conversation. Messages sync instantly between dashboard and widget.
Live updates across all connected clients. New messages, leads, and status changes appear instantly — no polling.
Switch between Sales Qualifier and Project Qualifier bots, each with their own qualification flow and scoring criteria.
Filter leads by channel (Web, WhatsApp, SMS), score range, status, assignment, and bot. Find the right leads fast.
Customize qualification questions, scoring weights, thresholds, and bot personality from the admin dashboard.
Admin and Sales Rep roles with different permissions. Assign leads to specific sales reps, track team performance.