AI lead qualification:
Qualify leads and book
only the right meetings
Meera’s Adaptive Agent handles the entire pre-qualification process in seconds—capturing missing details, screening out no-fits, and sending only ready-to-talk leads to your team.
THE PROBLEM
Getting leads on the phone is hard enough
—qualifying them shouldn’t waste your team’s time
Most teams still:
Call every lead, even though only a fraction are actually qualified.
Spend hours chasing people who don’t meet basic criteria.
Lose good leads because qualification drags on with emails, forms, or multiple touches.
Meera qualifies every lead before a rep ever gets involved
1
Lead comes in → instant outreach
Meera replies within seconds and starts your qualification flow—using your brand voice and compliance rules.
2
Ask your qualifiers
Runs through your key criteria (income, location, timeline, policy/product type, eligibility, etc.) and determines fit in real time.
3
Handle natural replies
If a lead asks something mid-qualification, Meera answers from your approved content—pricing ranges, policies, FAQs, next steps—without breaking the flow.
4
Fill in the gaps
Need data your form didn’t capture? Meera collects it during the conversation—no extra forms or follow-up tasks.
5
Filter out no-fits automatically
Politely disqualifies leads that don’t meet your criteria and logs the outcome in your CRM so your team stays focused on real opportunities.
6
Send only the right leads to your team
Qualified leads are instantly booked on your calendar or warm-transferred to a rep—so your people spend time closing, not screening.
Why teams use Meera for lead qualification
Lower cost per conversation
Stop paying reps to talk to no-fits.
Works for fresh and aged leads
Better morale
Reps spend more time in real conversations, not chasing ghosts
Frequently Asked Questions
Is Meera compliant with SOC 2 and HIPAA requirements?
Yes. Meera is SOC 2 Type II certified and HIPAA compliant. Security, privacy, and data handling are built into the platform from the ground up, making Meera suitable for regulated industries like insurance, healthcare-adjacent services, and higher education.
How does Meera ensure safe and compliant conversations with leads?
Meera’s AI is grounded in your approved data, messaging, and workflows. Responses are generated within defined guardrails, ensuring conversations stay on-brand, compliant, and appropriate for your industry. Sensitive topics are handled using pre-approved language, and all interactions are logged for visibility and auditability.
What types of companies are the best fit for Meera’s lead qualification?
Meera works best for companies that generate 1,000 or more inbound leads per month. At that volume, manual qualification becomes expensive, inconsistent, and slow. Meera is designed to help teams scale lead qualification without adding headcount or overwhelming sales reps.
Can Meera replace human lead qualification?
Meera is designed to handle the front-line qualification work—collecting information, confirming fit, and identifying intent. Sales teams still focus on high-value conversations, demos, and closing. The result is fewer unqualified meetings and more productive use of rep time.
How does Meera handle leads that are not a good fit?
No-fit leads are politely and professionally disqualified based on your criteria. These outcomes are recorded in your CRM so your team has full visibility, without reps needing to spend time on dead-end conversations.
Does Meera integrate with our existing CRM and calendar tools?
Yes. Meera integrates with common CRMs including Hubspot, Salesforce and Five9. See our integrations page for more details.
How is Meera different from form-based lead qualification?
Forms capture static information. Meera qualifies leads through two-way conversations, allowing it to ask follow-up questions, clarify vague answers, and respond to real-world behavior. This leads to higher completion rates, better data quality, and more accurate qualification decisions.
Can Meera adapt qualification criteria over time?
Yes. Qualification logic, questions, and routing rules can be updated as your business evolves. Meera is built to support changing ICPs, campaigns, and markets without rebuilding your entire lead flow.
What happens if a lead asks an unexpected question?
Meera is designed to handle open-ended replies safely. When a response falls outside approved guidance, Meera can escalate, defer, or route the conversation appropriately—ensuring no risky or incorrect information is shared.