AI Chat Qualification Assistant
For Bill Higham Marine · February 7, 2026
Result
2,059 website conversations handled across five routes, refined through 34 versions in production.
Problem / case
The business was losing time answering repetitive questions and manually filtering unqualified leads. Staff had to read through each website chat to work out who the customer was, what they needed and which team should pick it up.
Solution
Built an AI agent in GoHighLevel that answers every website chat first, then hands the team a ready-to-work lead. How it works: 1. A Conversation AI trigger starts the flow as soon as a visitor opens the chat. 2. The agent checks what the CRM already knows and asks only for a missing name, email or phone number, re-asking until each is filled. 3. AI steps summarise the request and ask a clarifying question if the need is still unclear. 4. An AI Splitter classifies the intent and routes the chat to sales, service, parts, complaint or needs help. 5. Each route creates an opportunity, assigns an owner, adds a task and alerts the team. Sales leads are also qualified as high value, standard or low value. 6. Four companion workflows manage the handover. When staff take a chat, a tag pauses the bot so the customer never gets two replies.
