How do I qualify prospects automatically on WhatsApp?
Turn on the “Qualify my prospects” mission: the agent understands the need, budget and timing, then updates the contact record (status, score, notes).
Qualifying means quickly knowing whether a contact is serious and what they are after. The agent can do it during the conversation.
- In Agents → Missions, turn on “Qualify my prospects” (and “Collect information” for name and email).
- The agent asks natural questions: need, budget, timing.
- It updates the record: status (in qualification, qualified or lost), a score from 1 to 5 and dated notes.
- You are emailed when a prospect is qualified, and you find them in Contacts.
The agent can never mark a contact as “converted”: you decide when a sale is closed.
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Updated 18 October 2026. Meta's rules change: if in doubt, check WhatsApp Business's official documentation.