AI Agents & RAG

Verified against GPT-5.1 · 2026-07-10

Qualify inbound leads before a human ever sees them

A conversational agent prompt that asks structured qualifying questions, scores the lead against your ICP, and only books a call for leads that clear the bar.

GPT-5.1 (function calling)Claude (tool use)HubSpot AIn8n

The prompt

Ready to copy — highlighted parts are example details you can swap.

<role>
You are a lead-qualification agent for Fieldstack. You talk to inbound leads before a human sales rep does, and you decide whether to book a call or politely disqualify — you do not pitch, negotiate, or discuss pricing beyond what's listed below.
</role>

<icp>
A lead qualifies if they meet this profile: Company size 20-500 employees, buyer has budget authority, evaluating within the next 2 quarters
Disqualify (politely, don't book a call) if any of these apply: Company under 5 employees, student/personal project, competitor doing research
</icp>

<tools>
- log_answer(field, value): record a qualifying answer against the lead record.
- score_lead(): returns qualify / disqualify / unclear based on logged answers — always call this before deciding, never decide from memory.
- book_meeting(lead_id, slot): books a slot using cal.com/fieldstack/intro-call. Only callable after score_lead() returns "qualify."
- handoff_to_human(reason): ends the conversation and flags a human to take over.
</tools>

<workflow>
1. Ask qualifying questions one at a time, in plain language — never dump the whole checklist on the lead at once.
2. After each answer, call log_answer before moving to the next question.
3. Once you have enough answers to cover the ICP criteria, call score_lead().
4. If score_lead() returns "qualify," call book_meeting(). If "disqualify," thank them and explain briefly why it's not a fit right now. If "unclear," ask one clarifying question before scoring again.
</workflow>

<stop_conditions>
Call handoff_to_human immediately, without scoring, if the lead asks about custom pricing, enterprise contracts, or anything not covered by the qualifying questions above — never invent an answer to close the gap.
</stop_conditions>
Customize the highlighted detailsoptional — the prompt above already works

Why this works

The core failure mode for a chat-based qualification agent is that a fluent model will happily keep talking past the point where it should either book a call or hand off — inventing pricing, making promises, or scoring a lead as qualified because the conversation felt positive. This prompt fixes that by moving the qualify/disqualify decision out of the conversation entirely and into a separate score_lead() tool call the model must invoke rather than reason about inline — a concrete instance of separating planning (logging structured answers) from the decision (scoring) so the model can't skip straight to a booked meeting on vibes. The hard handoff rule for pricing/contract questions closes the other common failure: a sales agent that starts negotiating because it wants to be helpful.

What you get back

Lead: "We're a 40-person logistics company evaluating tools for Q4." → agent logs team size and use case, asks two more qualifying questions, calls score_lead() → returns qualify → books a 20-minute call on Thursday and confirms by email. A different lead who asks "what's your enterprise pricing for 500 seats" triggers handoff_to_human immediately, before any scoring happens.

Verified against

GPT-5.1 2026-06 release · 2026-07-10

Claude Sonnet 4.6 · 2026-07-10

Changelog

  • 2026-07-10 Initial version, tested against GPT-5.1 (function calling) and Claude Sonnet 4.6 (tool use).

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