How AI auto-qualification works

When a demo request arrives, LevelUp Demo's AI reviews it automatically — so you don't have to triage every lead by hand. Strong requests are qualified and moved into Contacts on their own; anything questionable is set aside for your review.

What the AI checks

For each request, the AI looks at the submitted details and the company behind the email, then:

Builds a company summary. It looks up the company to understand who they are (description, industry, size, and more). This summary later appears on the contact record.
Scores the request on a scale from 0 to 100, starting high and reducing the score for weaker signals such as a free email address, a missing website, an incomplete form, a very small company, a suspected duplicate, or spam-like patterns.
Decides the outcome based on those checks.

What happens next

Auto-qualified — If the AI can confirm the company and nothing blocks it, the request is auto-qualified. LevelUp Demo automatically:
- Creates a Contact (with status Qualified) in your Contacts list.
- Attaches the AI company summary to that contact.
- Sends the lead a qualification email.
From there, the lead can appear in your Contacts and, when they book, in your Schedule.
Needs review — Some situations always require a human. A request is flagged for review when:
- It matches an existing contact (possible duplicate), or
- The AI couldn't confirm the company.
It's also flagged when its signals are weak. You then decide whether to qualify or reject it — see Reviewing flagged demo requests.

Why some good leads still get flagged

The AI is deliberately cautious. A promising lead using a Gmail address or without a website may still be flagged so you can make the final call. Flags are reasons to look, not automatic rejections — see Understanding flag reasons and scores.

Tip: Auto-qualification usually happens within seconds. You can see the typical speed on the Avg. qualification time card — see Inbox metrics cards.