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. Criteria and threshold settings apply to this Flow Plan. At least one criterion is required, and each criteria field allows up to 1,000 words. Qualification Agent can be used with CSV, HubSpot List, Sales Navigator, Direct Enrollment, Social Signal, and Website Visit Signal sources. Normal source, enrollment, data, and access requirements still apply; source compatibility does not guarantee a score for every contact or visitor.

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Use a Score Threshold

You can also turn on Filter contacts by score and set a minimum threshold. Score filtering starts off, without a prefilled threshold. When enabled, choose a threshold from 1 to 100 for this Flow Plan; there is no global lead-scoring configuration. 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