Qualification Agent

Use Qualification Agent to evaluate contacts before later steps run.

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Define Match Criteria

The current builder gives you three fields:

• Contact should match
• Company should match
• Disqualify if

Use these fields to describe who should continue and who should be filtered out.

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Use a Score Threshold

You can also turn on Filter contacts by score and set a minimum threshold. This is useful when you want only stronger matches to continue through the flow.

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Common Uses

• send strong-fit contacts into your main outbound path
• disqualify weak matches early
• combine qualification with a later Conditional Split on lead score