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Qualification AI agent: how does it work?

Oleksandra Nesteruk avatar
Written by Oleksandra Nesteruk
Updated this week

The Qualification AI agent helps you gather and qualify data automatically, step by step, using AI

How does it work?

You can create a series of Qualification steps. Each step tells the AI what to find or check.

There are two types of steps:

  • Web Search (uses 5 credits per row): AI searches the internet in real time.

  • Offline (uses 1 credit per row): AI uses only the information you’ve already provided (no live search).

You can add as many steps as you need, and each step builds on the results from the previous one.

You can use variables to make your prompts more flexible and dynamic. These come from:

  • Real-time data found in earlier steps

  • Custom data from a file you upload (these variables start with custom_)

To insert a variable, click { Insert variables }, or just start typing the variable name.

Each step needs a prompt—a short instruction for what the AI should do. For example:

“Check if this person is a founder”

You can also include variables in prompts, like:

“Find the website of {company_name}”

Here you can find more templates for the prompts

If you have any additional questions, please contact us via live chat or via email at [email protected]

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