Leads & Sales
Turn conversations into qualified leads. SolveoAI captures contact information, scores leads automatically, routes them to the right sales rep, and syncs everything to your CRM.
Lead capture forms
Add a lead capture form to your agent that collects name, email, phone, and custom fields during the conversation. The form appears at the right moment — before or after the AI answers — based on your configuration.
Setting up a lead form
Go to Agent Settings → Lead Form
Select your agent and open the Lead Form section in Settings.
Choose fields to collect
Standard fields: first name, last name, email, phone. Add custom fields for company, role, or any other data you need.
Add hidden fields
Hidden fields pass metadata like the source page URL, campaign ID, or A/B test variant — without showing them to the customer.
Set when the form appears
Show the form before the conversation starts, after a set number of messages, or when specific keywords are detected.
Configure the default deal stage
New leads can be automatically placed in a specific pipeline stage (e.g. New, Contacted) when captured.
Lead scoring (0–100)
Every captured lead receives an automatic score from 0 to 100 based on engagement signals from the conversation. Higher scores indicate stronger purchase intent.
0–30
Cold
31–70
Warm
71–100
Hot
Scoring signals
Customize scoring weights in Settings → Lead Scoring to match your ideal customer profile.
Lead pipeline
Leads move through a visual pipeline. Drag and drop leads between stages, or automate stage changes based on conditions (e.g. move to Qualified when score exceeds 70).
Lead routing rules
Automatically assign leads to the right sales rep based on criteria like score range, industry, geography, or deal stage. Routing rules are processed in order — the first matching rule wins.
Example routing rules
Nurturing campaigns
Set up automated email sequences for leads that are not yet ready to buy. Campaigns run on a schedule you define and stop automatically when a lead converts.
Email sequences
Multi-step email drips with delays between each email (e.g. Day 1, Day 3, Day 7)
Segment-based targeting
Send different sequences to hot, warm, and cold leads automatically
CRM sync
Connect HubSpot or Salesforce to automatically push leads and their scores into your CRM. Lead data, conversation summaries, and custom field values are synced in real time.
HubSpot
- Create or update contacts automatically
- Push lead score, conversation summary, and custom properties
- Map conversation fields to HubSpot deal stages
- Trigger HubSpot workflows from conversation events
Salesforce
- Create or update Salesforce contacts from leads
- Sync deal stage and lead score as custom fields
- MIAW integration for live chat case handling
- Name-based search for CRM record matching