Prospect Qualification¶
Overview¶
Rose analyzes your website visitors' conversations in real time to identify buying intent and qualify prospects. This page explains how qualification works, what criteria are used, and how the resulting data is captured.
How Qualification Works¶
When a visitor interacts with the Rose chatbot, each message is analyzed to understand both what the visitor is trying to do and how interested they are in your product.
Rose distinguishes between visitors who are exploring your product, sharing their business context, requesting a demo, seeking support as existing customers, or sending unrelated messages. This ensures each visitor gets an appropriate response — product questions get helpful answers, demo requests get connected to your team, and support issues are routed to the right resources.
Interest Score¶
In the backoffice, each visitor and conversation displays an interest score from 1 to 5. This is a composite score that combines two factors:
- Conversation behavior — How far the visitor progressed in the conversation (e.g., just browsing, engaged in multiple exchanges, demo proposed, CTA clicked, demo booked)
- Buying signals — What the visitor talked about (e.g., pricing questions, sharing their use case, comparing competitors, asking about ROI)
| Score | Label | Typical behavior |
|---|---|---|
| 5 | Hot | Demo booked |
| 4 | Engaged | Clicked on a call-to-action |
| 3 | Interested | Demo or CTA was proposed by Rose |
| 2 | Curious | Multiple messages exchanged |
| 1 | Cold | Minimal interaction |
During the conversation, Rose tracks buying signals in real time. When the accumulated signals cross a configured threshold, Rose proposes a call-to-action such as booking a demo or starting a free trial. A visitor can be qualified instantly (e.g., by explicitly requesting a demo) or progressively as signals accumulate over multiple messages.
Qualification Questions¶
Rose may also ask qualification questions during the conversation to better understand the visitor's profile — for example, company size, industry, or volume of activity. These questions are configured specifically for your account.
The answers help Rose route the visitor to the most relevant CTA (e.g., free trial for small teams, demo for larger organizations) and enrich the prospect data available to your sales team.
Customization
Both the interest threshold and qualification questions are configured by your Rose account manager to match your sales process. Contact your account manager if you'd like to adjust them.
How Data Is Captured¶
All qualification data is captured automatically during the conversation and available in the backoffice:
- Interest score — composite score (1-5) combining conversation behavior and buying signals
- Qualification answers — extracted from visitor responses to profiling questions
- CTA interactions — tracked when a visitor clicks a demo or trial button
This data persists across sessions — if a visitor returns later, Rose remembers their previous interest level and qualification data.
Non-Qualified Visitors¶
Not every visitor is a prospect. Rose automatically identifies and handles non-prospect visitors:
- Existing customers with support issues — directed to support resources
- Job seekers, press, or partners — directed to the appropriate contact channel
- Off-topic messages — politely redirected
These visitors do not receive sales-oriented CTAs.
Need Help?¶
If you have questions about how qualification works for your account, or if you'd like to adjust your qualification criteria, contact your Rose account manager.