Qualifying questions

Qualifying questions are how Clara turns conversation into sales intelligence. Define a question set once; Clara asks it naturally during buyer conversations and logs every answer in full detail.

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Preset frameworks

Pick a preset and Clara starts with a proven qualification structure:

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Custom question sets

Build your own set when your sales process needs specific answers:

1. In your workspace, open Qualifying questions.
2. Click Create question set.
3. Add each question - what Clara asks and what she’s listening for.
4. Save and attach the set to your agent.

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How Clara asks

Clara doesn’t interrogate - she converses. Qualifying questions are woven into the dialogue in context, adapted to what the buyer has already said, and asked at the right moment rather than in a rigid sequence.

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What gets logged

Every buyer conversation produces a complete qualification record: The record syncs to your CRM and flows through qualification.completed webhook events - see Webhooks & events.

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Where the data goes

• CRM - qualification status and details on the contact record: CRM integrations
• Analytics - conversation, lead, and meeting metrics: Analytics & reporting
• Webhooks - trigger workflows on qualification outcomes: Webhooks & events

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Next steps