> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Conversation Lead Qualifier

> Ensuring consistent, evidence-based qualification and scoring that improves forecast accuracy and pipeline hygiene while accelerating truly qualified deals by transcribing sales calls and extracting qualification signals.

<Frame>
  <img src="https://mintcdn.com/cassidy/sYy-vNuqpU0xqerK/images/use-cases/conversation-lead-qualifier-img-0.png?fit=max&auto=format&n=sYy-vNuqpU0xqerK&q=85&s=84c496f2d2df4f9b040b76c37ce99398" alt="Conversation Lead Qualifier" width="1920" height="1080" data-path="images/use-cases/conversation-lead-qualifier-img-0.png" />
</Frame>

## What does this mean?

Ensures consistent, evidence-based qualification and scoring that improves forecast accuracy, coaching, and pipeline hygiene while accelerating truly qualified deals.

Transcribes sales calls, extracts qualification signals via configurable frameworks (BANT, MEDDICC, SPICED), computes a weighted score, detects gaps, and writes structured fields (score, stage readiness, next steps, confidence) to the CRM with discrepancy flags.

## Workflow steps

<Steps>
  <Step title="Trigger on sales call completion">
    The Workflow activates automatically when a sales call ends—connected to your Gong integration or meeting recordings—capturing the full conversation for analysis.
  </Step>

  <Step title="Transcribe the conversation">
    Cassidy processes the call recording and generates a complete transcript, preserving the nuances of the sales dialogue for accurate qualification analysis.
  </Step>

  <Step title="Extract qualification signals">
    The Workflow analyzes the transcript against your configured qualification framework—whether BANT, MEDDICC, SPICED, or a custom methodology—pulling out key signals like budget indicators, authority confirmation, timeline mentions, and pain points.
  </Step>

  <Step title="Compute weighted qualification score">
    Cassidy calculates a qualification score based on the extracted signals, weighting each criterion according to your sales methodology to produce an objective, evidence-based assessment of deal readiness.
  </Step>

  <Step title="Detect qualification gaps">
    Cassidy identifies missing or weak qualification areas—flagging where reps need to dig deeper in follow-up conversations and surfacing discrepancies between stated and observed qualification signals.
  </Step>

  <Step title="Update CRM with structured data">
    The Workflow writes structured fields directly to your CRM—including the qualification score, stage readiness assessment, recommended next steps, confidence level, and any discrepancy flags—keeping your pipeline data accurate and actionable.
  </Step>
</Steps>

## Related

<CardGroup cols={2}>
  <Card title="Build and configure an Agent" icon="robot" href="/agents/build-and-configure">
    Create a custom Agent with tailored instructions and Knowledge Base access.
  </Card>

  <Card title="Set up your Knowledge Base" icon="book" href="/knowledge-base/setup">
    Add your company documents so Agents can reference them.
  </Card>
</CardGroup>
