Settings

Configure your AI DM assistant to engage prospects and book calls.

Disqualification

Decide who is not a fit, see who the AI has screened out, and catch the borderline ones worth a manual look.

Screen leads against your criteria
When on, the AI recognises the disqualifiers below and stops pushing for a call, kindly. Borderline leads are kept warm and flagged for you instead of being closed out.
What should disqualify a lead

Plain language, one per line. The AI screens every lead against these, so keep them clear (for example, "under 18" or "only wants a free plan").

Under 18

Only wants free advice or a free plan, not paid coaching

No budget for coaching at any level

Wants in-person training only (we are online)

A coach or PT researching rather than a genuine lead

5
Disqualified
4
Borderline to review
5
Active criteria

Worth a second look

These brushed a rule but were not clear-cut. The AI kept them warm, you decide whether to reach out.

4
AO
Amara Okafor@amaraokInstagram6h

Said money is tight, but she is very engaged and has a clear, urgent goal. A payment plan might land.

"money's a bit tight but i really want to sort this"

Brushed: No budget for coaching at any level

RC
Ryan Cole@ryan.cInstagram1d

Mentioned he does some PT-ing, but he is asking about coaching for himself, not researching.

"i do a bit of PT-ing myself but want a coach for me"

Brushed: A coach or PT researching rather than a genuine lead

DO
Danny O'Sullivan@dosullyFacebook2d

Qualified on everything but wants to start in January. Worth nurturing, not dropping.

"not looking to start til jan but wanted to chat now"

Brushed: Timing (not ready to start yet)

ST
Sophie Turner@sophie.tInstagram3d

Asked about splitting the payment. Budget may not be a hard no, just cash-flow.

"is there any way to split the payments?"

Brushed: No budget for coaching at any level

Recently disqualified

Leads the AI screened out because they clearly matched a rule.

5
JR
Jamal Reid@jamalreidFacebook2d

Said he is a PT himself, just looking at how it works.

A coach or PT researching rather than a genuine lead

CB
Chloe Bennett@chloebfitInstagram1d

Repeatedly asked for a free plan and said she can't pay.

Only wants free advice or a free plan, not paid coaching

KM
Kai Morgan@kai.trainsInstagram3d

Told the AI he is 16 and a parent said no to paying.

Under 18

MW
Marcus Webb@marcus.liftsInstagram4d

Only wants in-person sessions, not keen on online.

Wants in-person training only (we are online)

DR
Denise Rowe@deniseroweWhatsApp5d

Said she has nothing to spend, just after free tips.

No budget for coaching at any level

Demo - the leads shown are simulated until Instagram is connected. Your criteria above are live and already shape how the AI screens real conversations.