Lead Qualification Questions

HeyLibby greets a new visitor or caller and works through a set of qualifying questions the account has defined, such as budget, timeline, or company size. A Beam agent reads each answer as it arrives and checks it against the approved criteria for what counts as a qualified lead. Where the answers clearly meet that bar, the agent tags the lead as qualified and moves it into the next step, such as booking a call. Where answers are incomplete or fall outside the criteria set, the agent stops short of qualifying the lead and flags the conversation for a person to review.

Calendar Booking

Once a lead is qualified, HeyLibby can offer open slots from a connected calendar so the visitor picks a time without back-and-forth emailing. A Beam agent reads the available slots, checks them against the account's rules for which rep should take the meeting, such as by territory or product interest, and books the meeting once the visitor confirms a time. It then confirms the details the account has approved for that meeting type. Where no rule clearly assigns the meeting, or the requested time conflicts with something the calendar has not accounted for, the agent leaves the booking for a person to finish.

Follow-Up Messaging

Visitors who do not finish qualifying, or who ask a question HeyLibby cannot answer from its script, often need a follow-up message later. A Beam agent reads the conversation's last state, such as which questions went unanswered, and delivers the follow-up wording and timing the account has already approved for that scenario. It updates the conversation record so a rep can see what was already asked and answered. Where a lead's reply raises a new question outside the approved follow-up scripts, the agent stops the automated messages and hands the conversation to a person.