Pattern
Use an ask-with-quick-replies (or button) sequence to capture intent, store answers on the contact, tag by qualification, and assign hot leads to a human in Inbox.
Setup
1
Define qualification fields
Decide which custom attributes or tags mean MQL vs nurture.
2
Build the ask sequence
In Automations, chain short questions with quick replies. Keep each step under one decision.
3
Branch and tag
Use conditions on answers to tag qualified vs not-yet. Optional AI reply for FAQs with handoff when confidence is low.
4
Handoff
Assign the conversation or notify the team so Inbox owns the close.
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