What Is QualifyCopilot?
QualifyCopilot is the AI-guided assistant used with QualifyAI QualifyCopilot can help you create a QualifyAI Agent, analyze your existing lead information, and update your existing Agent using an AI-guided conversation. To create a new Agent, you will answer questions about your practice area, accepted case types, and priorities, and Copilot proposes categories and criteria for you to review and approve. This gives firms a fast, structured starting point before refining the agent with feedback from lead evaluations.
When to Use Copilot
Use QualifyCopilot when you want to:
Create a new Agent
Quickly define categories and criteria using guided questions
Establish a strong starting point before refining with feedback
Analyze your existing leads
Identify important metrics and information leading to your highest conversion rates
Update an existing Agent
Recommend edits and additions to existing criteria for your agent to better suit your qualification needs
Creating a New QualifyAI Agent with Copilot
When creating a new agent, you’ll have different options to choose from:
Chat with QualifyCopilot – AI-guided setup using conversation
Create Manually – Full manual control
Using Copilot, you’ll:
Answer questions about accepted case types, jurisdictions, and priorities
Allow Copilot to generate proposed categories and criteria
Reviewing Categories and Criteria
After the Copilot conversation, QualifyAI presents:
Proposed categories – how leads will be classified
Proposed criteria – the rules used to evaluate leads
At this stage, firms should:
Review category definitions for accuracy
Confirm criteria reflect real intake decisions
Approve or adjust before implementation
Approving the proposal allows the agent to be implemented and ready for validation.
What’s Next?
Once your agent is created, the next step is to validate and refine it using feedback.
FAQs
Is QualifyAI powered by AI? How is our data handled?
Yes. QualifyAI is powered by enterprise AI technology from OpenAI. Importantly, this is not the consumer version of ChatGPT. QualifyAI uses OpenAI’s enterprise offering, which comes with strict privacy and security guarantees. Customer data is not used to train public or shared AI models:
Data is not shared across customers
Each firm’s data is processed in isolation and only used to provide the QualifyAI service
Data is handled securely and retained only as needed to operate the feature