The AI Lead Qualification node in Playbooks allows you to enable Drift AI to assign CQL (Conversation Qualified Leads) scores for qualified and unqualified prospects.

In this article you will learn about the AI Lead Qualification Node. This article includes:

• Before you begin Using AI Lead Qualification
• Add the AI lead qualification node to your Playbooks
• Where to set up your Qualification Rules
• Next Steps

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Before you begin Using AI Lead Qualification

You must Have Bionic Chatbots enabled for your Drift Plan.

We recommend Drift's Playbook builder.

Understand CQL scores.

All questions asked in the AI Lead Qualification Rules page will be asked in the order they are listed. Ensure all your required questions are marked.  

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Add the AI Lead Qualification Node to your Playbooks

To add the AI Lead Qualification Node to your Playbooks:

1. Navigate to Playbooks: Go to the Playbooks tab and either create a new Chat Playbook or click into an existing Chat Playbook.

2. Add AI lead qualification node: Drag the AI lead qualification node from the left side of the screen and place it into your Playbook flow.  

Figure 1: AI Lead Qualification Node in the Bot flow builder

3. Build Out Playbook: Continue building your Playbook or adjusting it as you normally would. The AI lead qualification node will use AI to qualify your visitors based on the provided criteria in the Qualification rules library.

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Set up your Qualification Rules

The AI Lead Qualification node asks qualifying questions to your site visitors. The Qualification rules you set will guide the node in how it will question and qualify your visitors.

During the set up process, you are able to set a qualification floor to accelerate site visitors through qualification if they meet the minimum number of rules.

To set up your AL Lead Qualification rules:

1. Click on Playbooks in the left hand global navigation menu.

2. Click on Qualification rules.

3. Enter any attributes you’d like to be used to power the lead qualification skill across your playbooks, and check off which questions you require to be answered.

Things to Note: For any of the qualification criteria that are deemed “required” if a site visitor does not meet the designated condition for any of the required qualification questions, the AI Lead Qual skill will automatically disqualify them without asking any further questions and the site visitor will exit the AI Lead Qual node via the “unqualified” offramp.

Figure 2: Qualification rules

4. Select the minimum number of rules that must be met to successfully qualify a site visitor. 

Things to Note: The Qualification floor must be equal or greater than the number of required attributes assigned in step 3. The bot will qualify users who meet requirements for any non-required attributes in order to meet the floor. If a site visitor provides answers that meet the floor before all attributes are qualified, the remaining attributes will be omitted from the qualification process and visitors will exit the AI Lead Qual node via the “qualified” offramp.

Figure 3: Setting the Minimum number of rules that must be met for the AI Qualification Node

5. Choose which CQL score to apply to both qualified and unqualified visitors.

Figure 4: Setting the CQL score for Qualified vs Unqualified visitors

6. Add the AI Lead Qualification Node to your playbook and test your workflow.  For more information on adding nodes to a playbook, check out our help doc on how to build a bot playbook.

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Next Steps

• Ensure your playbook is turned on so your AI Lead Qualification can start applying CQL scores to visitors.
• Test and refine your Bionic Chatbot as needed.
• Double check that your qualification attributes are synced with SFDC.