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Skill 03. Lead Qualifier

Clyde qualifies your website leads.

An embeddable AI chatbot on every brand's website. Runs the qualification conversation, scores intent and routes warm leads to the CRM or sales. No lead lost through missed chats.

What Clyde does

Four core functions of this skill.

Embeddable chat widget

One script tag on every brand site. Styling, persona and knowledge base adjustable per brand.

Automatic lead scoring

Clyde calculates a lead score based on signals (budget, timeline, specificity). Directly visible in the CRM.

CRM routing

Warm leads flow automatically to HubSpot, Salesforce or Pipedrive, including conversation summary. Cold leads enter a nurture flow.

Conversation analytics

Which questions come up often, where people drop off, which flows convert best. Continuously tuned.

How it works

  1. 01

    Qualification criteria

    Agree with the brand which questions Clyde should ask: budget, timeline, problem, decision-maker.

  2. 02

    Deploy the widget

    One embed tag on the website. Done. Clyde starts the conversation.

  3. 03

    CRM and sales routing

    Set thresholds: a score of 80+ goes directly to the sales team, 40-80 into a CRM nurture flow, below 40 to the info mailbox.

Works together with

Via the shared memory per brand.

Voice Agent: chat leads can be followed up with a phone call.
Email Management: follow-up emails to qualified leads.
Reporting: conversion funnel and cost-per-lead per source.

Who this is for

B2B lead-gen sites

SaaS, service agencies and consultancies. The chat qualifies leads and filters what goes to the sales team.

E-commerce: support plus sales

Handle product questions and identify warm buyers for high-margin upsell calls.

Credit cost and tier availability

What this skill costs per action, and how much is included in each tier.

2 cr / score

TierLead Qualifier
FoundingFair use
GrowthFair use
ProfessionalFair use
EnterpriseFair use

Live demo

Embeddable on every channel. Try it below, or take a look at the SKC setup.

Interactive demo

Switch between personas and see how each chatbot handles different scenarios.

Onboarding a new client

See how your AI Marketing Employee gets to know a new client. Brand guidelines, tone of voice and audience go in, so Clyde delivers on-brand content within hours.

Capabilities

  • Load brand voice
  • Calibrate content style
  • Audience analysis
  • Set up workspaces per client

Welcome! I'm your Clyde onboarding guide. Tell me about your client's brand and I'll show you how I learn their voice, audience, and style.

One AI employee, every channel

One AI model powers your chatbot across all platforms. Consistent brand voice, shared knowledge, unified analytics.

Claude AI

Website widget

Embedded chat with full product knowledge and lead capture.

Shopify integration

Product recommendations, order status and cart recovery.

WhatsApp Business

Conversations that sell, with rich media and quick replies.

Already live: SkinClarity Club runs the same AI employee across website, Shopify and WhatsApp. Without context loss between channels.

50,000+

Questions per month

24/7

Always available

3+

Channels connected

Frequently asked questions about Lead Qualifier

What does the Lead Qualifier skill do exactly?

Clyde places an AI chatbot on your website that greets visitors, asks qualifying questions, assigns scores based on intent and behavior, and routes warm leads automatically to your CRM, Slack, or sales team. Every interaction is stored in the brand memory.

Which CRMs and channels does Lead Qualifier support?

Native integrations with HubSpot, Pipedrive, Salesforce, and Notion. Webhooks for custom CRMs. Deployable on any website (script snippet) and as a WhatsApp or Telegram flow from the Growth tier.

On which tiers is Lead Qualifier available?

Included on all tiers, with fair-use on conversation volume. Costs 2 credits per qualification score. Professional and Enterprise add dynamic routing on score thresholds and automatic email follow-up sequences.

How long does Lead Qualifier onboarding take?

Two weeks. Week 1 installs the script, defines qualification criteria (BANT or MEDDIC), and connects the CRM. Week 2 the bot goes live with manual sample review. After that Clyde runs autonomously with weekly score-threshold calibration.

How does this differ from Intercom or Drift?

Intercom and Drift offer chat with human agents and rule-based bots. Clyde combines qualification, scoring, and CRM routing in a single AI skill that learns the brand voice per brand. Cheaper than a Sales Development Rep, faster than a traditional chatbot, with memory across sessions.

Ready to hand lead qualification over to Clyde?

Book a call. We will discuss how this skill fits your brands.

Book a call