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AgentsKai: Lead Qualifier
Agent
K

Kai

Lead Qualifier Agent

Junior LevelAutomationvoice-lead-qualifier1 credit/call

AI voice calls, qualifying leads in conversation and booking the next step.

What Kai does

Kai is an outbound voice agent that calls leads, qualifies them via conversation, and books site visits or demos. Each call is a structured interview. Kai asks scoring questions, captures answers, and posts qualification status back to the CRM.

When the lead qualifies, Kai books a calendar slot via Google Calendar. When they don’t, Kai marks the reason and exits cleanly.

How Kai qualifies leads on calls

Kai reads your buyer personas to shape the qualification questions, then runs a real-time conversation with budget, timeline, authority, and need as the scoring pillars. He handles common objections (cost, competitor comparison, “I’m not the right person”) with answers grounded in your pricing_information and brand context. The full transcript lands in CRM, plus a qualification score so sales can prioritize follow-up.

If the lead’s voicemail picks up, Kai retries up to max_attempts_per_lead times across different times of day before marking no_answer.

When to use him

  • High-velocity outbound: call 100 leads in an afternoon at 1 credit each.
  • Re-engagement calls: voice can wake leads that emails can’t.
  • Demo booking: replace SDR phone screening for inbound demo requests.

In product

Kai card on the Agent Store grid alongside other automation agents
Hire Kai from the Agent Store under Lead Qualifier Agent.

Required connectors

ConnectorRequired?Notes
Google CalendarOptionalRequired to book demos or site visits
Internal CRMRequiredAlways available

Required knowledge

  • company_overview, usps, brand_voice
  • Buyer Personas: informs the qualification questions.
  • Pricing Information: for Q&A handling on objections.

Inputs

{ "lead_ids": ["uuid", "uuid"], "objective": "qualify_for_demo | book_site_visit | re_engagement", "voice_persona": "friendly | professional | direct", "max_attempts_per_lead": 2, "calendar_connector_id": "uuid", "available_slots": [...] }

Outputs

{ "call_batch_id": "uuid", "results": [ { "lead_id": "uuid", "outcome": "qualified | not_qualified | no_answer | callback", "qualification_score": 85, "transcript": "...", "next_step": "demo_booked", "calendar_event_id": "..." } ], "next_actions": ["update_lead_stage", "launch_email_sequence"] }

Outcomes

  • Qualified pipeline at 1 credit per call versus SDR cost.
  • Calendar slots booked without human handoff.
  • Full transcripts in CRM for sales review.

MCP equivalents

MCP prompt

run_voice_qualifier({ lead_ids: [...], objective: "qualify_for_demo", calendar_connector_id })

MCP prompt

get_call_results({ call_batch_id })

Common questions

What if a lead asks for a human? Kai gracefully ends the call, logs the request, and creates a CRM task assigned to the lead’s owner. He never pretends to be human, but he also doesn’t over-disclose unprompted.

Which languages does Kai speak? English by default. Spanish, French, German, and Portuguese are in beta. Pass language in the brief to switch. Mixed-language calls aren’t supported in a single run.

Does Kai work outside US business hours? Kai respects per-lead timezones from CRM data. The send window defaults to 9am-6pm in the lead’s local timezone. Adjust via account-level settings.

What’s the credit cost again? 1 credit per call attempt, regardless of outcome. A no_answer retry counts as a separate attempt.

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