Summary
This guide explains how to configure Lead qualification criteria action in Astra. This is a configuration-only template used to define how leads are evaluated and scored. You can set rules, assign weights, and control how leads are classified before they move into downstream workflows such as CRM automation.
Instructions
Follow these steps to define and manage your lead qualification criteria action in Astra:
Set up the criteria
Log into your Astra account.
Go to Action Library.
Select Custom forms action.
Open the Configuration step.
Configure criteria settings
1. Action intent
What to do:
Enter an action name and intent that describe your qualification criteria.
How it works:
The name and intent are mainly used for identification.
This helps you manage multiple sets of criteria across different use cases.
2. Criteria definition
What to do:
Add and configure criteria used to evaluate leads.
For each criterion:
Provide a clear description
Assign a weightage
Manage criteria by:
Enabling or disabling them
Deleting unnecessary ones
Important requirement: The total weightage across all criteria must equal 100%.
How it works:
During execution:
The system evaluates leads based on your defined criteria
Each criterion contributes to the overall score based on its weight
The final score can be used to:
Classify leads (e.g., high-quality vs low-quality)
Trigger downstream workflows or automations
3. Attach to agent and publish
What to do:
Attach the criteria to the relevant agent(s).
Save your configuration.
Move it from draft to published.
How it works:
Once published:
The criteria are applied in live sessions handled by the selected agent(s)
Lead scoring and classification follow your defined rules
When to use lead qualification criteria
Use this configuration when you want to:
Score and prioritize leads automatically
Define consistent qualification rules across teams
Control which leads move into CRM or sales workflows
Improve lead quality before follow-up
This ensures your team focuses on the most relevant and high-value opportunities.