Qualifying questions: what to ask, what to do with the answer

Qualifying questions are the agent's scripted intake. Each one asks for a
piece of information, saves the answer to a contact field, and can
optionally fire an action based on how the contact responds.

The question

Four answer types:
- Text — free-form
- Yes / No — boolean
- Number — numeric
- Multiple Choice — pick from options you define

You can save the answer directly to a contact field (standard or custom).
The Keep first / Always update toggle controls overwrite semantics —
same as Rules.

Asking style

Two modes, set per agent:

• Strict — the agent MUST ask every required question before anything
• Natural — the agent weaves questions into the conversation as

Conditional Action (the fun part)

Each question can trigger an action based on the answer. The condition
operators:

• is anything — always trigger
• is yes / is no — for yes/no questions
• contains / equals — for text answers
• is greater than / less than — for numeric answers
• is any of… — for multi-choice, pick which specific options trigger

Available actions:

• Continue conversation — proceed as normal
• Tag contact with — add a tag
• Move to pipeline stage — progress the opportunity
• Proceed to book appointment — the agent starts the booking flow
• Stop & hand off to human — fires the handover
• Add contact to workflow(s) — enroll in GHL workflows (multi-select)
• Remove contact from workflow(s)
• Change opportunity status — won / lost / abandoned / open
• Set opportunity value — update monetary value
• Mark contact DND on this channel — block this channel

Example

| | |
|---|---|
| Question | "Are you looking to buy or sell?" |
| Answer Type | Multiple Choice |
| Options | Buy, Sell, Both, Just browsing |
| Save to field | custom.intent |
| If answer is any of | Just browsing |
| Then | Mark contact DND on this channel |

Tips

• Ask one question at a time. The agent knows not to stack them, but
• Pre-populate when you can. If the answer is already on the contact
• Don't ask 20 questions. Every required question is a gate the