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Peak Chat · Guide · Qualify leads · planned

One enquiry, three moments.
One clear next step.

Guide to the planned lead qualification in Peak Chat: how a conversation understands an enquiry, sorts it and hands it to your team. Told with a made-up example.

Which change do you want to check?

Your next review briefExample · first message

A visitor writes in the evening: 'We need help with our new website.' The plan is for the chat not to show a form straight away, but to ask what should change.

You can take the brief with you at the end of the page. The original evidence stays open.
Read the example
Example
Made-up agency, made-up enquiry
Feature
AI qualification, planned
Today
Plan questions with the builder
Dossier · demo template

Qualifying
in conversation.

Original evidence pending
  1. 01Enquiry
  2. 02Evaluación
  3. 03Handover

A real story starts with its release.

The starting point

An agency gets an enquiry through its website at night.

In the morning the inbox only says 'Please get in touch'. Nobody knows what it is about. The plan is for Peak Chat to understand such enquiries during the conversation: it asks kindly about the project, timing and scope, sorts the answers and gives your team a short summary. The decision stays with the team. The example is made up, and the feature is planned.

Customer release still open

This pattern shows the structure. It doesn't tell a real customer case yet.

Starting point → change → evidence

The path to change

A made-up example in three moments.

  1. The enquiry arrives

    A visitor writes in the evening: 'We need help with our new website.' The plan is for the chat not to show a form straight away, but to ask what should change.

    A need in the visitor's own words
    Evidence format · not filled in yet

    The starting point.
    In the original.

    Original excerpt

    Insert the released passage here.

    A / ObservationWhich concrete friction is visible in this source?
    Example · first message

  2. The enquiry is assessed

    Three short questions settle the project, the timing and who else decides. The plan is for Peak to summarise the answers and say openly where things stay unclear. Nobody is turned away automatically.

    An assessment with its reasons
    Evidence format · not filled in yet

    One step.
    Traceable.

    BeforeOriginal processSource evidence required
    ChangeConcrete interventionProduct view and date required
    Example · summary

  3. The team takes over

    In the morning the team sees the summary and the whole conversation. If the enquiry fits, they offer a meeting; if not, they send an honest reply.

    A next step a person decides on
    Evidence format · not filled in yet

    The result.
    With a yardstick.

    Observation
    Not evidenced yet
    Period
    Open
    Source & release
    Pending

    Without released data this statement stays open.

    Example · handover

What can be evidenced

What should be settled at the end.

The evidence is still pending

No results. The feature is planned; there are no measured figures on enquiries, meetings or time saved.

Space for a released perspective.
The sculpture does not depict a customer.
Room for a real voice

One perspective.
With name and release.

No released customer quote on file.

Beyond the single case

What you can adopt today.

  1. What you can do today

    Write down the three questions that tell you the most on a first call. The qualification builder lets you put them together in your browser.

    Key idea

    Questions the chat can use later

  2. What deliberately stays with the team

    Qualification is meant to prepare, not decide. Whether an enquiry fits is up to a person who has read the summary and the conversation.

    Key idea

    People decide, Peak prepares

Sources & context

What this article is based on.

Made-up example with no real customer, no quote and no measurements. AI qualification inside the chat is planned and not available today. Today there is the Peak Chat inbox and Peak Helpdesk's guest live chat.

  • Editorial demo

    Editorial example with made-up sample data. The Peak Chat inbox and Peak Helpdesk's guest live chat exist today; everything else is marked as planned or example.

  • Evidence pending

    No released Peak Chat customer story. No customers, quotes, logos or results are shown.

The next step

Good questions first.

Put your qualification questions together in the builder today. It runs only in your browser.

Open the qualification builder

Frequently asked questions

Will Peak turn enquiries away automatically?

That is not planned. Peak is meant to prepare; your team decides.

Is the agency in the example a real customer?

No. It is made up. There are no customer results for this feature.

What can I do today?

Put your qualification questions together in the browser builder and answer enquiries in the inbox or in Peak Helpdesk.

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