Peak Chat / Solutions / Lead qualification

Not every inquiry is a lead.But every one deserves a clear answer.

Anyone who sorts inquiries by hand often decides on gut feeling. Peak Chat is meant to ask your criteria in conversation, record the answers and explain why an inquiry fits or doesn't. AI qualification is planned and not available yet.

Your goal for the next step

Put the goal into words. Add perspectives and timing right below.

Local draft · no product activation

Qualification as an example

Two sample inquiries · one traceable path.

Does it fit? And why?

Two inquiries / one clear reason

01Criterion02Answer03Reason

Example / Qualification

Criterion, answer, reason.

Criterion: What you need for a fitting inquiry.
Answer: What the visitor said in the conversation.
Reason: Why the inquiry fits or doesn't, readable for everyone.

Example with fictional data · not the product interface

For teams that assess inquiriesFirst question → Criteria → Decision

Your criteria as an example

How do you recognise a good lead?

Set one criterion, the matching follow-up and how you handle a no. The preview stores nothing.

Local working example · nothing is saved or sent. Please don't enter personal data.

Peak Chat / Start noteLOCAL DRAFT

02 / Your start noteLocal preview

Three answers. Your criteria.

Draft · not yet put together

Criterion: Still open
Seguimiento: Still open
If not: Still open

Your input appears here right away. With “View the start note” you check the three details locally.

Two typical inquiries

Which inquiry is in front of you today?

Pick the situation. Criteria, follow-ups and outcome follow from it.

First contact via the services page

A visitor asks about a project without a timeframe.

The action: The chat is meant to ask about start date and scope and match the answers to your criteria.
The intent: A classification with a reason before anyone on the team invests time.

Working example / Website inquiry

The lead classification

Inicio: In two months (example)
Scope: New website with shop (example)
Classification: Fits, offer a first call

Editorial structure sketch · not a customer reference

The example shows the structure. The live demo shows how qualification in the chat is planned.

To the next step

Is this for you?

A clear job. Clear limits.

Inquiries that
need an honest classification.

This is where the example helps.

You get inquiries that fit to different degrees.
You want to understand why an inquiry fits.
A no should be friendly and clear.

Local previewPeak Chat

No sending

What this preview doesn't do.

This preview assesses no real visitors.
AI qualification in the chat is planned and not available yet.
Peak Chat doesn't replace a CRM; contacts stay in Peak CRM.

From the example to the demo

See qualification in the live demo.

Today there is the Peak Chat inbox for client conversations and Peak CRM as a separate app for contacts. The live demo shows the planned qualification in conversation with sample data.

View the live demo

Peak Chat / Your next step

A yes and a no, both with a reason.

Write down your most important criterion. That becomes your chat's first question.

Qualification as an example

Local working example

For teams that choose honestly.

Why the inquiry fits or doesn't, readable for everyone.

Frequently asked questions

What can Peak Chat do today?

Peak Chat brings Gmail, Outlook, Slack, Teams and WhatsApp Business into one inbox. You can mark conversations done, keep drafts and turn a message into a Peak task.

Does Peak Chat answer automatically with AI today?

No. Automatic AI answers are planned and not available today. You write the replies yourself.

How do I qualify inquiries today?

With Peak Forms you can ask questions up front. Peak Forms is a separate app; the link to chat is planned.