Configuring the AI
What the bot asks, how it decides a lead is qualified, and how matches are scored.
How the bot builds its conversation
Why there is no script, what the bot is actually given, and how to steer it.
Intake fields: what the bot asks
Adding questions, choosing types, and what "required" actually commits you to.
Qualification rules that actually filter
How a lead is judged, the order it happens in, and why the message you write is the product.
Matching dimensions and weights
Which fields are compared, how a score is built, and when to reach for a hard filter.
Field and rule types reference
Every field type, what it accepts, and the values that surprise people.