Qualification Rules

Qualification determines whether a lead meets a campaign's requirements before delivery. There are two layers: disqualification conditionals (campaign-level business rules) and field qualification (delivery endpoint-level value mapping).

Disqualification Conditionals

DQ conditionals are campaign-level rules that immediately disqualify a lead if matched. These represent business logic decisions — for example, rejecting leads under 18 or leads with a bankruptcy on record.

Adding DQ Rules

Navigate to the Qualification tab on a campaign and add rules using the conditional rules builder.

Each rule has:

• Active — Toggle individual rules on or off
• Conditions — Field, operator, and value (same conditional system as routing rules)
• Logic — Combine multiple conditions with AND/OR operators

If any active DQ rule matches, the lead is disqualified with a reason indicating which rule matched.

Supported Operators

Field Qualification

Field qualification happens at the delivery endpoint level, not the campaign level. When building a payload for delivery, each field can specify:

• Accepted Values — Values the client accepts. The LLM maps free-text lead answers to the closest match.
• Value Sets — A shared set of accepted values for large lists
• Formatting Instructions — LLM formatting guidance (e.g., "Add 1 to front of phone number if missing")
• Required — If enabled, a missing field disqualifies the lead

See Delivery Endpoints for details on payload configuration.

Qualification Modes

Full Qualification (Default)

Used when no first submission action is configured, or for manual delivery and repost flows:

1. Check all required fields — missing required fields disqualify
2. Qualify each field against accepted values using AI
3. Evaluate DQ conditionals
4. Build the delivery payload

Soft Qualification

Used when a First Submission Action is enabled:

1. Only DQ conditionals are checked (hard stops)
2. Missing fields are allowed — they will be collected during the first submission action
3. The lead proceeds to the AI agent, webhook, or review step to gather remaining data

Qualification Flow

Lead Submitted
    |
    v
Routing Rules (if Auto Routing enabled)
    |
    v
DQ Conditionals --- Match? ---> Disqualified
    |
    No match
    |
    v
First Submission Action? --- Yes ---> Soft qualified, proceed to action
    |
    No
    |
    v
Required Fields Check --- Missing? ---> Disqualified
    |
    All present
    |
    v
Field Qualification (AI) --- Unmappable? ---> Disqualified
    |
    All mapped
    |
    v
Build Payload ---> Check Delivery Settings ---> Deliver