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AI lead qualificationA new inquiry.
A conversation
worth having.

Your next customer has questions. So do you. LeadTruffle starts the conversation, gathers the job details, and helps your team see what comes next.

See it in action Explore the workflow ↓
24/7 conversationsYour qualification questionsHuman takeover
A conversation becomes a useful lead brief Fictional example: a homeowner asks about an AC repair. The AI asks for the ZIP code and timing. The resulting brief contains the service, location and requested timeline for the team. Your AI responder Website inquiry · SMS Our AC isn't cooling. Can someone help? Of course. What's your ZIP code and timing? 78704. This week, if possible. The conversation keeps going DETAILS SAVED Meet your next lead. SERVICELOCATIONTIMING AC repair78704This week Context for your team Your questions.Natural conversation.
Illustrative conversation and lead brief. Fictional customer details.

Quick Answer

tl;dr: AI lead qualification collects the details your home service business needs through SMS or chat. LeadTruffle asks about the job, location, and timing using your instructions, so your team can follow up with context.

From first hello to a useful handoff

Get past “I need a quote.”

A short conversation can reveal what a form submission leaves out. Give your AI the questions that matter for the work you actually do.

01 / UNDERSTAND THE JOB

What needs doing?

Ask about the service, the problem, and the scope. For jobs that are easier to show, customers can share photos by SMS.

02 / CHECK THE FIT

Is it work you can take?

Collect the address or ZIP code, ask about timing, and include budget or homeowner questions when they matter to your business.

03 / PICK UP WITH CONTEXT

Know where to start.

Review the conversation and captured details in your inbox. Follow up with a useful next step instead of asking everything again.

Your business sets the questions

Feels like your team.
Knows your priorities.

An HVAC repair call needs different questions from a kitchen remodel. Shape the conversation around your services, service area, and process.

  1. Start with your business

    Import information from your website, then check the services and business details the AI will use.

  2. Add your instructions

    Use structured or freeform prompts to explain what to ask, what to clarify, and when your team should step in.

  3. Try a conversation

    Run mock conversations before launch. Test the questions a real homeowner might ask, including work outside your service area.

YOUR QUALIFICATION PLAYBOOKExample

Good questions. Better context.

Start with the details that help you decide what to do next.

ServiceRepair or replacement?
LocationWhere is the property?
TimingWhen do you need help?
Job detailsWhat have you noticed?
Ask

Your instructions

Clarify

The missing details

Capture

Context for your team

Illustrative questions. Customize them for your business.

A person is always part of the picture

Step in when
the moment calls for it.

Some conversations need your experience. Switch to manual mode and reply with the full history in front of you.

  • Keep the conversation togetherRead what the customer has already shared before you respond.
  • Give your team the controlsManual takeover pauses AI replies so your team can handle the conversation.
  • Stay aware of new repliesEnable web push notifications while handling conversations manually.
ONE CONTINUOUS CONVERSATIONTeam takeover
HOMEOWNERCan someone help me decide whether to repair or replace it?
YOUR TEAMI can help. I’ve read the details you shared. Let’s talk through your options.
Conversation historyAvailable to your team

Illustrative handoff with fictional customer messages.

Connect the next step

Put the details
to work.

Bring inquiries in through your website widget, missed-call text back, and supported lead sources. Conversation behavior follows the source and your settings.

Use CRM integrations, Zapier, or webhooks to connect your workflow. For eligible new inquiries, Call Connect can also ring your team so someone can speak with the customer.

A few useful details

Questions, answered.

From choosing your questions to taking over a conversation, here is how qualification fits your workflow.

How does AI qualify leads?

AI lead qualification engages prospects through SMS or chat, gathers details like project scope, timeline, budget, and location, then routes qualified leads to your team.

What are AI agents for lead qualification?

AI agents are autonomous systems that handle lead screening conversations and data capture without manual back-and-forth from your team.

What's the difference between AI lead scoring and AI lead qualification?

Lead scoring ranks leads with a score. Lead qualification actively runs a conversation to collect missing details and determine fit in real time.

Is AI lead qualification better than a human answering service?

AI can handle initial questions around the clock while your team focuses on work that needs a person. You can take over the conversation with its history available, so the customer does not have to start again.

How do I train AI to qualify leads for my business?

Start by scraping your website, then refine prompts with freeform or structured instructions and test with mock conversations before launch.

Can AI lead qualification integrate with my CRM?

Yes. LeadTruffle connects with contractor CRMs and other systems via native integrations, Zapier, and webhooks.

Built for home service teams

Make every first conversation count.

See how LeadTruffle fits your business, your team, and the way your customers reach you.

Book a demo