AI lead scoring labels each new request Hot, Warm or Cold, gives it a score out of 5, and explains why. You can then reply to the best leads first. It is off until you turn it on in Requests settings.
Plans: AI lead scoring starts on Voyager. Each request that AI scores uses AI usage. Plans below Voyager see the setting with a lock and cannot turn it on.
Turn on lead scoring
- Open Settings, then Requests. You can also open Requests, then Requests settings. You need the Manage Request Form Settings permission.
- Find the Lead scoring section.
- Turn on Score new leads with AI. The hint reads Labels each new request hot, warm or cold. Uses your monthly AI usage. The switch saves on its own.
- Optional: under Who is your ideal customer?, describe who you want to attract, for example homeowners in Austin planning a full kitchen remodel. Select Save. Saved confirms it.
Without an ideal customer, leads are scored on how clear and complete they are. With one, they are judged against it. The text has a limit of 500 characters. A counter shows where you are, and N over the limit shows when you pass it. The text is never cut, and it cannot be saved until it fits.
The ideal customer field shows only while the switch is on.
If your plan does not include it
Below Voyager, the Score new leads with AI row shows a plan lock tag and the line Hot, warm or cold on every new request, so you reply to the best leads first. The switch is off and cannot be turned on. Select the row or the tag to open a dialog titled See which leads are worth a call first. It describes the feature. See Plans, seats and your subscription.
What gets scored
- Only new requests. Requests that arrived before you turned scoring on stay unscored.
- AI reads the message, the source and the form answers. It does not get the name, email or phone fields, or hidden fields. If someone types contact details into a free-text answer, those words are included.
- Each score is written in the language of the lead's message.
- A score cannot be edited. Nobody on your team can change it.
- A request is left unscored when your workspace has no AI usage left, or when more than 120 requests are scored in an hour. It shows Not scored.
Obvious spam is scored Cold by built-in rules. That check uses no AI usage.
Read a score
- Requests list on a computer: a Score column shows a Hot, Warm or Cold chip on each row. A request without a score shows Not scored. The column appears only once a loaded request has a score.
- Requests list on a phone: the chip shows on the row.
- Why this score: open a request. This section shows the chip, Score N of 5, a one-line summary, and up to four reasons.
Under the reasons, a note reads Scored by AI from the form answers. It can be wrong, so use your own judgment.
For spam, the summary reads Marked as likely spam and the note says Checked by built-in rules. This used no AI usage.
Turn it off
Turn off Score new leads with AI in the same place. Scores already on requests stay. New requests are no longer scored, and nothing more is charged.
Continue to Requests and intake forms for working through your inbox, and Automate new-request handling for the rest of Requests settings.