How HAB qualifies a lead
Qualifying means figuring out whether a caller is a genuine, bookable customer — and gathering everything you need to serve them. HAB does this automatically in every conversation.
What HAB collects
During the conversation, HAB gathers the essentials:
- Name and best contact number
- Service needed (matched against your Knowledge Base services)
- Location / address (checked against your service area)
- Urgency (emergency vs. routine)
- Any details specific to the job
How HAB decides
HAB uses your Knowledge Base to judge fit:
- Is the service one you offer? If yes, it continues; if not, it lets the caller know politely.
- Is the address in your service area? In-area leads move toward booking; out-of-area ones are flagged.
- Is the customer ready to book? If so, HAB offers open slots. If they're just gathering info, HAB still captures the lead so you can follow up.
Lead status
Based on that, each lead is marked with a status such as New, Qualified, or Booked, so you can tell at a glance which ones are ready to go.
Note: HAB qualifies using only what's in your Knowledge Base. If it's marking good leads as out-of-area or unsupported, check that your services and service area are complete and current.
Tip: Want HAB to ask an extra question — like "Is this for a home or a business?" — add it to your bot's qualifying questions or as guidance in the Knowledge Base.
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