How does the Qualification Agent work?

The Qualification Agent automatically reviews every prospect in your suggestions feed and recommends whether to approve or deny — based on rules you define in plain text.

Tags you'll see on each prospect card:

• ✅ Agent Approved — recommends approving
• ❌ Agent Denied — recommends denying
• ⚪ No recommendation — no rules set yet

💡 Hover over the tag to see exactly why each decision was made.

To get started:

1. Go to your Suggestions page
2. Click "Agent" in the top right
3. Write your rules in plain text — as specific or broad as you like
4. Click Approve

🔄 Type recalc in the agent chat anytime to re-evaluate all prospects instantly.