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AI lead qualification · QualifyBase

AI lead qualification software for small businesses.

QualifyBase helps small businesses qualify incoming leads on connected WhatsApp Business, Instagram and Messenger, enabled website chat, and configured voice calls, with monthly plans starting at $40.

QualifyBase brings those steps into an inbox your team can review. Train an agent on your services and approved answers, choose the information to collect, and connect the channels your customers use. Your team keeps control of the qualification questions and the next step.

Meet customers on their channels.

WhatsApp Business

Answer incoming inquiries and collect contact details and service interest through a connected WhatsApp Business channel.

Instagram and Messenger

Continue qualification in the DM conversation, with the lead details and conversation available to your team.

Website chat

Use an enabled website widget to answer visitor questions and save the contact details they share.

Configured voice calls

Assign an inbound voice agent to a supported phone number to answer calls and collect details. Phone routing and the voice agent must be configured separately.

How it works

  1. Step 1

    Define a useful lead

    Set the questions for your business: service interest, location, budget or preferred appointment time. Give the agent approved information to answer common questions.

  2. Step 2

    Choose the next step

    Configure contact collection or appointment booking as the agent goal. Booking requires a calendar with availability, working hours and appointment duration.

  3. Step 3

    Keep your team in control

    Review saved details and conversations in the inbox. On WhatsApp, Instagram and Messenger, a teammate can pause AI replies and take over the conversation.

Automatic replies require an active agent, connected or enabled channels, and available credits. Agent reply hours and calendar appointment hours are separate settings. Follow-up messages depend on the supported channel, your configuration and its messaging rules; response times are not guaranteed.

Frequently asked questions

What should a small business look for in AI lead qualification software?

Start with the channels your customers actually use, configurable qualification questions, saved contact details and conversations, calendar availability checks, human takeover controls, and clear usage pricing. Test your own inquiry and booking workflow before activating it for customers.

How is lead qualification different from answering a chatbot question?

A useful qualification workflow collects details for a business goal and keeps them with the conversation. In QualifyBase, the agent can save contact information and service interest, then work toward a configured booking goal or hand the inquiry to your team.

Can QualifyBase book appointments and hand conversations to a person?

Yes. A calendar-enabled agent can check configured availability and create an appointment in QualifyBase. Your team can review the conversation, and pause AI replies to respond on WhatsApp, Instagram or Messenger. Booking and takeover depend on the configured channel and agent.

Does QualifyBase automatically qualify incoming email conversations?

QualifyBase can collect a lead’s email address and send supported team notifications. Native incoming email conversations and AI email replies are not offered as a connected channel in the current product.

How much does QualifyBase cost?

Starter is $40/month with 1,000 shared AI credits, Growth is $150/month with 6,000, and Pro is $500/month with 20,000. Text and voice use the same pool: 1 credit per text message and 10 credits per started minute of voice. Annual billing saves 20%. Overage packs cost $40 for 1,000 shared AI credits.

Simple, shared-credit pricing

Text and voice draw from one pool: 1 credit per text message and 10 credits per started minute of voice.

Starter

$40 / month

1,000 shared AI credits / month

Annual billing: $32/month equivalent, $384 billed yearly.

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Growth

$150 / month

6,000 shared AI credits / month

Annual billing: $120/month equivalent, $1,440 billed yearly.

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Pro

$500 / month

20,000 shared AI credits / month

Annual billing: $400/month equivalent, $4,800 billed yearly.

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Additional credits: $40 for 1,000 shared AI credits.