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Using AI step to qualify sales leads

  • March 4, 2026
  • 0 comments
  • 11 views

Kat_WF

Hi there,

I am sending a welcome message with a question to new followers and would like to start a lead qualification when they answer. The AI step seems to be really helpful, but I am not quite sure yet how and when to use it. 

I have three questions which I would like to ask new followers to identify if they are potential customers, but I have some technical questions on how to set this up:

  • Is it possible to start an automation (incl. the AI Step) if a new follower responds to my welcome message which doesn’t contain a link? How would I start the automation with the AI step as soon as a follower responds?
  • Is the AI Step “smart enough” to skip questions if the first answer contains already all answers? How would I train the AI to do that?
  • Can I only give context within the AI step? I am working in a specialised domain and could give the AI much more context for the interaction (through files, chats with clients, example chats doing the qualification manually, etc.). Do I feed all this in the field “AI Step Context” or is there a better way? Maybe through ChatGPT integration?

Thanks for your help and suggestions! 

Kat