After a web chat or the conclusion of the email outreach, the Qualification Agent
updates the lead record with a rating. The Qualification Agent also generates a summary that
includes the rationale for the rating and a suggested action for the sales rep.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, and
Unlimited editions with Einstein for Sales.
|
Watch the video to learn about qualifying your leads with Agentforce Qualification.
Default sections of the Qualification summary include.
- Rating and rationale for the lead rating.
- Channel - Web or email conversations.
- Number of interactions.
- If any of the required fields (defined during Guided Configuration) are not populated on
the Lead record.
- Suggested action for the user.
- Summary of the conversation
- Key insights
The user inputs include.
- Ideal Customer Profile
- Messaging session
- Lead record
- Required fields
