Qualify inquiries before booking a meeting
Choose Book a consultation as what happens when a lead qualifies, see the booking link Erlin offers, and know how a booking closes the goal.
Erlin qualifies leads against your rules, then offers a booking link to the ones who pass. You choose what happens when a lead qualifies, and Erlin offers your booking link in the chat.
1. Choose Book a consultation
Open Leads & Pipeline > Lead Qualification and the Goal & rules tab. Under When a lead qualifies, the outcome is Book a consultation, Collect contact details or Hand to the team. For a goal that books, Erlin offers your booking link once the lead passes your rules. See Website chat for the steps to set up the goal.
Use the qualification rules to establish whether a meeting is a useful next step. Focus on information your team needs before speaking with the lead. See Lead fit rules for who counts as a good lead.
2. Check the booking link
For a goal that books, the Booking link row on the Goal & rules tab shows the link Erlin offers, by its name or provider. Lead Qualification has no setting to add or change a booking link. To add one or change it, email help@erlin.ai.
In the chat, Erlin offers the link to leads who qualify. In the CRM, Book consultation in a lead's header opens the lead's booking link, when there is one. It does not book anything by itself.
3. How a booking closes the goal
A visitor clicking the booking link shows intent but does not close the goal. Erlin needs proof of the booking: a booking confirmation email in your connected mailbox, a Cal.com booking, or you marking the goal achieved. To count bookings automatically, set up Signals that close a goal on the Install tab. See Forms and install.
Scheduled email follow-up stops when the lead replies or books. See Email follow-up.
4. Test before you turn it on
Click Test the agent at the top of Lead Qualification and chat as a visitor. Nothing is saved and no lead is created, and the test uses your saved settings, so save first. Try a person whose needs match your services, one who has not given enough information and one asking for a service you do not offer. Check that Erlin offers the booking link only after the lead passes your rules.
Review early conversations in the CRM and update your rules as you learn which information helps your team.