• HOT
  • WARM
  • COLD
  • HUMAN

How to qualify new leads with your AI agent

Connect CallPage to your agent to turn raw widget captures into a prioritized list of people to call.

Ask AI about this page

Short answer

How do I qualify new leads with my AI?

Your agent uses CallPage to pull recent widget captures and extract contact details and intent. It then ranks these leads so you know exactly who to reach out to first. You get a clear view of who is ready to buy and who is just browsing.

Lead outcomes.

Where your lead data lands.

The AI organizes your incoming traffic into actionable categories.

HOT

Ready to buy

The AI identifies high-intent captures. You get a list of people who asked specific pricing or demo questions.

WARM

Interested prospects

These are users who engaged with content but haven't asked for a meeting. The AI flags them for nurture.

COLD

Low intent traffic

The agent filters out casual browsers or bot traffic. This keeps your follow-up list clean.

HUMAN

Manual review needed

If a lead's intent is unclear or their contact info is messy, the AI flags them for you to check personally.

The workflow

What your AI does when the widget captures data.

The agent handles the heavy lifting of sorting through raw chat logs.

  1. Fetch recent captures

    The agent looks at your most recent widget activity to find new visitors.

    list_leads

  2. Extract contact info

    The agent pulls names, emails, and phone numbers from the chat history.

    get_lead_details

  3. Analyze intent

    The agent reads the conversation to see if the user is actually looking to buy.

    get_lead_details

  4. Prioritize follow-ups

    The agent compares the captured data against your target criteria to rank the leads.

    list_leads

Try it

Copy these to start.

Use these prompts to kick off the process.

Starting points

These are opening lines. Swap out the specific channel or timeframe to match your needs.

CallPage Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_4oCVgJtZ5NpYhkUQcG3RbXFOKDKuZHgdVdEDbCnU/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — CallPage capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "callpage-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_4oCVgJtZ5NpYhkUQcG3RbXFOKDKuZHgdVdEDbCnU/mcp"
    }
  }
}
Copy into chat04

  • List all new leads from the website widget from the last 24 hours.

  • Get the details for the lead who just asked about pricing in the widget.

  • Which leads from the recent widget captures have the highest intent to buy?

  • Summarize the intent for the contact info found in the latest widget session.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect CallPage once, then ask.

Just link your account once. Your credentials stay encrypted and secure. You can find the full setup guide on the Connector page.

Connect CallPage to your AI

FAQ

How this task behaves.

  • 01

    Can the AI send emails to these leads automatically?

    No. The AI can only read and analyze the lead data through CallPage. You have to send the emails yourself.

  • 02

    Can the AI delete old leads from my widget?

    No. The tools only allow the AI to list and get details for leads. It cannot delete or modify your existing records.

  • 03

    How does the AI know which leads are high intent?

    The agent reads the text from the widget captures to look for specific buying signals like pricing questions or demo requests.

  • 04

    Does the AI see the full chat history?

    Yes, it uses the lead details to read the conversation context so it can understand what the user wants.

  • 05

    Can I ask the AI to prioritize leads by company size?

    Yes, as long as that company information was captured in the widget and is available in the lead details.

  • More questions about CallPage? The Connector page answers them. See everything the CallPage Connector can do

Connect CallPage to Claude, Cursor, ChatGPT & more