Qualify Leads Automatically with Enrichment, Intent, and AI - Before Reps Reply

Written by Knock AI Team • Last updated: Oct 30, 2025 • Version: v1.2

Marketing and RevOps can auto-qualify every inbound chat with real-time contact & company enrichment, first-party intent scoring, and optional AI triage so SDRs only see high-intent buyers. This guide shows exactly what appears in Slack, how to route or auto-reject in one click, and how to sync fields to your CRM for scoring, workflows, and pipeline reporting.

What Marketing Gets

• +60% more qualified chats by replacing forms with instant, enriched conversations
• –50–80% SDR time on low-fit chats via enrichment + qualification + AI agent replies
• +30% faster from first click to opportunity
• Cleaner CRM: stop creating contacts for spam/no-fit
• Attribution-ready: Original Source/Channel on every chat for pipeline reporting

Marketer KPI Checklist (track weekly)

• % chats AI-handled vs. human-handled
• Accept rate (by Intent Type & ICP Fit)
• Time-to-first-response (AI vs. human)
• Meetings booked from accepted chats
• Pipeline created and win rate by Source/Channel
• Spam/no-fit suppressed (CRM creation avoided)

Automation Recipes

• Route high-intent + ICP fit to humans instantly: If Intent Type = Buying AND ICP Fit = Yes, route to Sales pod and show calendar immediately.
• Auto-deflect job seekers: If Intent Type = Job Seeker, route to Hiring Slack channel, send Careers link, and do not create a CRM contact.
• Protect SDR focus on non-ICP: If Intent Type = Buying AND ICP Fit = No, assign AI Agent only and collect business email; escalate to human on positive signals.
• Campaign proof for customers: If Intent Type = Support AND CRM Status = Customer, route to Support channel and notify the Account Owner in CRM.

Why Knock’s Lead Qualification

• No forms needed: Knock reveals verified email, company, and role automatically
• Real-time enrichment: CRM + public sources + first-party behavior
• Instant prioritization: Intent score & ICP fit guide routing and rep focus
• Privacy-first by design: link your Security & Trust page

What You’ll See in Slack When a Lead Messages You

Accept/Reject

Once you review the lead’s info, you have two choices:

✅ Accept

Reply in the Slack thread to start the chat instantly. All context syncs to your CRM.

❌ Reject

Click Reject → choose a reason. Knock will:

• Log the rejection & reason
• Send a polite auto-reply on your behalf
• Prevent CRM creation for no-fit leads
• Mute further pings from this contact (record remains accessible)

After rejection: The AI Agent handles any additional inbound messages for this thread unless you re-open it.

Summary: Qualify Faster, Don’t Waste Time

• Instant Slack notifications replace manual research
• Enrichment + Intent + CRM context in one place
• Reps choose Accept or Reject in seconds
• Only high-quality conversations reach Sales → stronger pipeline

FAQ

On this page

• Qualify Leads Automatically with Enrichment, Intent, and AI - Before Reps Reply
• What Marketing Gets
• Marketer KPI Checklist (track weekly)
• Automation Recipes
• Why Knock’s Lead Qualification
• What You’ll See in Slack When a Lead Messages You
• Contact Enrichment
• Attribution Enrichment
• Company Enrichment
• CRM Context
• Engagement & Intent
• Accept/Reject
• Summary: Qualify Faster, Don’t Waste Time
• FAQ
• How do we stop junk from hitting SDRs?
• Can we attribute chats from LinkedIn, PDFs, or QR codes?
• Will AI answer off-script?