Lead Qualification

Live Chat Lead Qualification That Only Sends You Leads That Fit

Our live chat lead qualification screens every visitor against your criteria before anything reaches your team. We confirm the service area, the service or practice type, and your own custom questions, then pass through only qualified, exclusive leads with the answers and transcript attached. Off-criteria visitors are handled politely, so your team never wastes an hour on inquiries that were never a fit.

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Screened on your criteria. Your custom questions, asked every time. Only qualified, exclusive leads.

Screened before it reaches you

Live chat

Website · ProntoChat agent

Active screening, not just lead capture

Capturing a contact is easy. Knowing whether that contact is worth your team's time is the hard part, and it is where most chat stops. This does the opposite. Every visitor is screened in the conversation against the criteria you set, where they are, what they need, and the specific questions you ask of everyone. We confirm each detail rather than assume it, so a lead only reaches you once it genuinely fits. The visitors who do not match are handled politely and kept off your team's desk, which means the inquiries you see are real ones you can actually win.

Only leads that fit

Your team stops sorting through inquiries that were never a match. We screen each visitor first, so what reaches you is a lead worth your time, not a pile to triage.

Screened against your real criteria

We confirm the things that decide whether a lead is right for you: where they are, what they need, and the specific questions you care about, not a generic one-size form.

Your own custom questions, asked every time

Tell us what you need to know and we ask it of every visitor, naturally in the conversation, so the answers you rely on arrive with the lead instead of being chased later.

Qualified leads are exclusively yours

Every lead that passes the screen belongs to you alone. We never resell or share it, so the time we spend qualifying builds your pipeline and no one else's.

How it works

How live chat lead qualification works, end to end

Every visitor is asked the questions that matter, each answer is confirmed against your criteria, and then the path splits: a fit comes through to you, while everyone else is handled politely and kept off your desk.

Visitor chats

Ask & confirm each

Service area

Service or practice type

Your custom questions

Qualified

Passed to you

Not a fit

Handled politely

1
You define what makes a good lead

At onboarding we capture your criteria: the areas you serve, the services or practice types you take, and any custom questions you want asked of every single visitor.
2
We ask, naturally, in the chat

AI and a trained agent work the qualifying and custom questions into a normal conversation, so the visitor feels helped, not interrogated by a form.
3
We confirm each detail against your rules

We do not guess. Each answer is checked against your criteria, the service area, the service or practice type, and your custom questions, before a lead is ever marked qualified.
4
Qualified leads pass to you

A lead that matches comes through to your team with the answers and full transcript attached, ready to book or call back, so you act on a sure thing.
5
Off-criteria visitors are handled politely

Someone who is not a fit is treated with care and pointed in the right direction, without ever landing on your team's desk as a lead to chase down.

Why ProntoChat

A screen built around your business

Generic chat asks generic questions and hands you whatever shows up. Real qualification asks what you would ask and confirms it before passing the lead, so the difference shows up in the quality of what lands on your desk.

Custom questions, not a generic form

The screen is built around your business. We ask the exact things you need to know about every visitor, so qualification reflects how you actually decide, not a checkbox template.

We confirm each detail, not just collect it

A name in a box is not qualification. We verify the service area, the service or practice type, and your custom answers against your criteria before calling a lead qualified.

Real screening on area and service

Out-of-area visitors and the wrong kind of work get filtered before they reach you, so your team is not driving across the map or quoting jobs you do not take.

Only qualified, exclusive leads pass

You see the leads that fit and nothing else, and each one is yours alone. We never resell a lead, so the inquiries in your pipeline are real and uncontested.

Hours of junk taken off your plate

Intake teams lose real time wading through unqualified inquiries. We absorb that work, so your people spend their hours on prospects who can actually become clients.

Real humans plus AI, 24/7 since 2013

Qualification runs around the clock with trained agents plus AI, in English and Spanish, so even an after-hours visitor is screened properly before anything reaches you.

Who it's for

Built for anyone drowning in unqualified inquiries

If your team spends real hours sorting good leads from junk, qualification hands you only the good ones. It fits any business where the wrong inquiries are expensive, in wasted time, wasted trips, or wasted intake effort.

Law firms

Screen on practice area, jurisdiction or service area, and case type, so only matters you can take reach intake.

See law firms chat →

Home services

Confirm the service, the coverage area, and the job type before a lead lands, so no one chases out-of-area or off-trade requests.

See home services chat →

Healthcare & dental

Check insurance and new-patient criteria up front, so the front desk only follows up with patients who qualify.

See healthcare & dental chat →

Financial & professional

Qualify against your ideal-client criteria, so advisors spend time on inquiries that fit your practice.

See financial & professional chat →

Real estate & property

Separate serious buyers and renters from browsers by confirming intent, area, and budget questions you define.

See real estate & property chat →

Beauty & wellness

Confirm the service, location, and any provider preferences, so the calendar fills with the right appointments.

See beauty & wellness chat →

Real client

"The three-way call connect has been especially valuable. When a qualified lead is ready, ProntoChat connects them directly to our team in real time. It has significantly increased the number of leads that turn into actual jobs."

AE ASL Electric, Inc. Serving Southern California 20+ years

FAQ

Live chat lead qualification, answered

How do you decide if a lead qualifies?

We confirm each detail against the criteria you set. A visitor is only marked qualified once we have checked the things that matter to you, typically the service area, the service or practice type, and your own custom questions. Nothing is assumed; each answer is verified before the lead passes through.

Can you ask my own custom questions?

Yes. You give us the specific questions you want asked of every visitor at onboarding, and we work them naturally into the conversation. The answers arrive attached to the lead, so your team has exactly what it needs to act.

Do you check the visitor's service area?

Yes. Confirming whether a visitor is somewhere you actually serve is a core part of the screen. Out-of-area inquiries are handled politely and never passed to you as a lead, so your team is not chasing work outside your coverage.

What happens to visitors who don't qualify?

They are treated with care. We answer their question, point them in a helpful direction where we can, and let them go without ever landing them on your team's desk as a lead. Nobody is left with a bad experience, and you are not left with junk.

Are the qualified leads exclusive to my business?

Always. Every lead that passes the screen is yours alone. We never resell or share a qualified lead with another company, so the inquiries in your pipeline are real, screened, and uncontested.

How do you learn my qualifying criteria?

Through onboarding. We capture the areas you serve, the services or practice types you take on, and the custom questions you want asked, then build the screen around them. As your criteria change, we update the screen so it always reflects how you decide.

Is qualification available after hours?

Yes, 24/7. Screening runs around the clock with real agents plus AI, since 2013, so a visitor at any hour is qualified against your criteria before anything is handed to your team.

Only see the leads worth your time

Book a quick demo and we will show you how ProntoChat screens a visitor against your criteria and passes through only the ones that fit.

Book a Demo Start Free Trial Call (916) 847-9493

Try it 14 days risk-free. No contract, cancel anytime.

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