[{"data":1,"prerenderedAt":421},["ShallowReactive",2],{"doc:\u002Fv\u002F2026.3\u002Fcore-workflows\u002Fai-lead-score-for-requests":3},{"_path":4,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":8,"description":9,"section":10,"version":11,"lastUpdated":12,"body":13,"_type":415,"_id":416,"_source":417,"_file":418,"_stem":419,"_extension":420},"\u002Fv\u002F2026.3\u002Fcore-workflows\u002Fai-lead-score-for-requests","core-workflows",false,"","Score new requests with AI lead scoring","Turn on AI lead scoring in Requests settings so each new request gets a hot, warm or cold label, a score out of 5, and the reasons behind it.","Client work","2026.3","2026-10-31",{"type":14,"children":15,"toc":407},"root",[16,46,51,58,158,170,175,181,215,221,256,267,273,342,352,369,375,386],{"type":17,"tag":18,"props":19,"children":20},"element","p",{},[21,24,30,32,37,39,44],{"type":22,"value":23},"text","AI lead scoring labels each new request ",{"type":17,"tag":25,"props":26,"children":27},"strong",{},[28],{"type":22,"value":29},"Hot",{"type":22,"value":31},", ",{"type":17,"tag":25,"props":33,"children":34},{},[35],{"type":22,"value":36},"Warm",{"type":22,"value":38}," or ",{"type":17,"tag":25,"props":40,"children":41},{},[42],{"type":22,"value":43},"Cold",{"type":22,"value":45},", 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.",{"type":17,"tag":18,"props":47,"children":48},{},[49],{"type":22,"value":50},"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.",{"type":17,"tag":52,"props":53,"children":55},"h2",{"id":54},"turn-on-lead-scoring",[56],{"type":22,"value":57},"Turn on lead scoring",{"type":17,"tag":59,"props":60,"children":61},"ol",{},[62,101,113,132],{"type":17,"tag":63,"props":64,"children":65},"li",{},[66,68,73,75,80,82,86,87,92,94,99],{"type":22,"value":67},"Open ",{"type":17,"tag":25,"props":69,"children":70},{},[71],{"type":22,"value":72},"Settings",{"type":22,"value":74},", then ",{"type":17,"tag":25,"props":76,"children":77},{},[78],{"type":22,"value":79},"Requests",{"type":22,"value":81},". You can also open ",{"type":17,"tag":25,"props":83,"children":84},{},[85],{"type":22,"value":79},{"type":22,"value":74},{"type":17,"tag":25,"props":88,"children":89},{},[90],{"type":22,"value":91},"Requests settings",{"type":22,"value":93},". You need the ",{"type":17,"tag":25,"props":95,"children":96},{},[97],{"type":22,"value":98},"Manage Request Form Settings",{"type":22,"value":100}," permission.",{"type":17,"tag":63,"props":102,"children":103},{},[104,106,111],{"type":22,"value":105},"Find the ",{"type":17,"tag":25,"props":107,"children":108},{},[109],{"type":22,"value":110},"Lead scoring",{"type":22,"value":112}," section.",{"type":17,"tag":63,"props":114,"children":115},{},[116,118,123,125,130],{"type":22,"value":117},"Turn on ",{"type":17,"tag":25,"props":119,"children":120},{},[121],{"type":22,"value":122},"Score new leads with AI",{"type":22,"value":124},". The hint reads ",{"type":17,"tag":25,"props":126,"children":127},{},[128],{"type":22,"value":129},"Labels each new request hot, warm or cold. Uses your monthly AI usage.",{"type":22,"value":131}," The switch saves on its own.",{"type":17,"tag":63,"props":133,"children":134},{},[135,137,142,144,149,151,156],{"type":22,"value":136},"Optional: under ",{"type":17,"tag":25,"props":138,"children":139},{},[140],{"type":22,"value":141},"Who is your ideal customer?",{"type":22,"value":143},", describe who you want to attract, for example homeowners in Austin planning a full kitchen remodel. Select ",{"type":17,"tag":25,"props":145,"children":146},{},[147],{"type":22,"value":148},"Save",{"type":22,"value":150},". ",{"type":17,"tag":25,"props":152,"children":153},{},[154],{"type":22,"value":155},"Saved",{"type":22,"value":157}," confirms it.",{"type":17,"tag":18,"props":159,"children":160},{},[161,163,168],{"type":22,"value":162},"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 ",{"type":17,"tag":25,"props":164,"children":165},{},[166],{"type":22,"value":167},"N over the limit",{"type":22,"value":169}," shows when you pass it. The text is never cut, and it cannot be saved until it fits.",{"type":17,"tag":18,"props":171,"children":172},{},[173],{"type":22,"value":174},"The ideal customer field shows only while the switch is on.",{"type":17,"tag":52,"props":176,"children":178},{"id":177},"if-your-plan-does-not-include-it",[179],{"type":22,"value":180},"If your plan does not include it",{"type":17,"tag":18,"props":182,"children":183},{},[184,186,190,192,197,199,204,206,213],{"type":22,"value":185},"Below Voyager, the ",{"type":17,"tag":25,"props":187,"children":188},{},[189],{"type":22,"value":122},{"type":22,"value":191}," row shows a plan lock tag and the line ",{"type":17,"tag":25,"props":193,"children":194},{},[195],{"type":22,"value":196},"Hot, warm or cold on every new request, so you reply to the best leads first.",{"type":22,"value":198}," The switch is off and cannot be turned on. Select the row or the tag to open a dialog titled ",{"type":17,"tag":25,"props":200,"children":201},{},[202],{"type":22,"value":203},"See which leads are worth a call first",{"type":22,"value":205},". It describes the feature. See ",{"type":17,"tag":207,"props":208,"children":210},"a",{"href":209},"\u002Fv\u002F2026.3\u002Fadmin\u002Fplans-seats-and-subscription\u002F",[211],{"type":22,"value":212},"Plans, seats and your subscription",{"type":22,"value":214},".",{"type":17,"tag":52,"props":216,"children":218},{"id":217},"what-gets-scored",[219],{"type":22,"value":220},"What gets scored",{"type":17,"tag":222,"props":223,"children":224},"ul",{},[225,230,235,240,245],{"type":17,"tag":63,"props":226,"children":227},{},[228],{"type":22,"value":229},"Only new requests. Requests that arrived before you turned scoring on stay unscored.",{"type":17,"tag":63,"props":231,"children":232},{},[233],{"type":22,"value":234},"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.",{"type":17,"tag":63,"props":236,"children":237},{},[238],{"type":22,"value":239},"Each score is written in the language of the lead's message.",{"type":17,"tag":63,"props":241,"children":242},{},[243],{"type":22,"value":244},"A score cannot be edited. Nobody on your team can change it.",{"type":17,"tag":63,"props":246,"children":247},{},[248,250,255],{"type":22,"value":249},"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 ",{"type":17,"tag":25,"props":251,"children":252},{},[253],{"type":22,"value":254},"Not scored",{"type":22,"value":214},{"type":17,"tag":18,"props":257,"children":258},{},[259,261,265],{"type":22,"value":260},"Obvious spam is scored ",{"type":17,"tag":25,"props":262,"children":263},{},[264],{"type":22,"value":43},{"type":22,"value":266}," by built-in rules. That check uses no AI usage.",{"type":17,"tag":52,"props":268,"children":270},{"id":269},"read-a-score",[271],{"type":22,"value":272},"Read a score",{"type":17,"tag":222,"props":274,"children":275},{},[276,315,325],{"type":17,"tag":63,"props":277,"children":278},{},[279,284,286,291,293,297,298,302,303,307,309,313],{"type":17,"tag":25,"props":280,"children":281},{},[282],{"type":22,"value":283},"Requests list on a computer",{"type":22,"value":285},": a ",{"type":17,"tag":25,"props":287,"children":288},{},[289],{"type":22,"value":290},"Score",{"type":22,"value":292}," column shows a ",{"type":17,"tag":25,"props":294,"children":295},{},[296],{"type":22,"value":29},{"type":22,"value":31},{"type":17,"tag":25,"props":299,"children":300},{},[301],{"type":22,"value":36},{"type":22,"value":38},{"type":17,"tag":25,"props":304,"children":305},{},[306],{"type":22,"value":43},{"type":22,"value":308}," chip on each row. A request without a score shows ",{"type":17,"tag":25,"props":310,"children":311},{},[312],{"type":22,"value":254},{"type":22,"value":314},". The column appears only once a loaded request has a score.",{"type":17,"tag":63,"props":316,"children":317},{},[318,323],{"type":17,"tag":25,"props":319,"children":320},{},[321],{"type":22,"value":322},"Requests list on a phone",{"type":22,"value":324},": the chip shows on the row.",{"type":17,"tag":63,"props":326,"children":327},{},[328,333,335,340],{"type":17,"tag":25,"props":329,"children":330},{},[331],{"type":22,"value":332},"Why this score",{"type":22,"value":334},": open a request. This section shows the chip, ",{"type":17,"tag":25,"props":336,"children":337},{},[338],{"type":22,"value":339},"Score N of 5",{"type":22,"value":341},", a one-line summary, and up to four reasons.",{"type":17,"tag":18,"props":343,"children":344},{},[345,347],{"type":22,"value":346},"Under the reasons, a note reads ",{"type":17,"tag":25,"props":348,"children":349},{},[350],{"type":22,"value":351},"Scored by AI from the form answers. It can be wrong, so use your own judgment.",{"type":17,"tag":18,"props":353,"children":354},{},[355,357,362,364],{"type":22,"value":356},"For spam, the summary reads ",{"type":17,"tag":25,"props":358,"children":359},{},[360],{"type":22,"value":361},"Marked as likely spam",{"type":22,"value":363}," and the note says ",{"type":17,"tag":25,"props":365,"children":366},{},[367],{"type":22,"value":368},"Checked by built-in rules. This used no AI usage.",{"type":17,"tag":52,"props":370,"children":372},{"id":371},"turn-it-off",[373],{"type":22,"value":374},"Turn it off",{"type":17,"tag":18,"props":376,"children":377},{},[378,380,384],{"type":22,"value":379},"Turn off ",{"type":17,"tag":25,"props":381,"children":382},{},[383],{"type":22,"value":122},{"type":22,"value":385}," in the same place. Scores already on requests stay. New requests are no longer scored, and nothing more is charged.",{"type":17,"tag":18,"props":387,"children":388},{},[389,391,397,399,405],{"type":22,"value":390},"Continue to ",{"type":17,"tag":207,"props":392,"children":394},{"href":393},"\u002Fv\u002F2026.3\u002Fcore-workflows\u002Frequests-and-intake-forms\u002F",[395],{"type":22,"value":396},"Requests and intake forms",{"type":22,"value":398}," for working through your inbox, and ",{"type":17,"tag":207,"props":400,"children":402},{"href":401},"\u002Fv\u002F2026.3\u002Fcore-workflows\u002Fautomate-new-request-handling\u002F",[403],{"type":22,"value":404},"Automate new-request handling",{"type":22,"value":406}," for the rest of Requests settings.",{"title":7,"searchDepth":408,"depth":408,"links":409},2,[410,411,412,413,414],{"id":54,"depth":408,"text":57},{"id":177,"depth":408,"text":180},{"id":217,"depth":408,"text":220},{"id":269,"depth":408,"text":272},{"id":371,"depth":408,"text":374},"markdown","content:v:2026.3:core-workflows:ai-lead-score-for-requests.md","content","v\u002F2026.3\u002Fcore-workflows\u002Fai-lead-score-for-requests.md","v\u002F2026.3\u002Fcore-workflows\u002Fai-lead-score-for-requests","md",1793500475501]