Save Rules
The Save Rules button applies and stores all lead scoring configurations.
Base Score & Interest Levels
Base Score (0–100)
The starting score assigned to every new lead before additional rules are applied.
Example:
Base score: 10
Medium Interest From
Defines the minimum score required for a lead to be classified as Medium Interest.
Example:
40
High Interest From
Defines the minimum score required for a lead to be classified as High Interest.
Example:
70
Lead Categories
Cold Leads
0 – 39
Low engagement and low purchase intent
Medium Interest Leads
40 – 69
Moderate engagement and potential buying interest.
High Interest Leads
70 – 100
Highly engaged prospects with strong conversion potential.
Scoring Rules
Rules add points on top of the base score.
Formula
Final Score =
Base Score + Rule Points
Maximum score:
100
Rule Components
Each rule contains:
- Enable/Disable option
- Rule Name
- Rule Type
- Points to Add
- Additional conditions
Add Rule
Click:
+ Add Rule
to create a custom scoring rule.
Rule Types
1. Email Provided
Adds points when a visitor provides an email address.
Configuration
- Rule Name
- Points to add
Example
Provided email address
+15 points
2. Keyword Match
Adds points when visitor messages contain predefined keywords.
Configuration
- Rule Name
- Keywords
- Points to add
Example
Purchase intent keywords
+35 points
Keywords:
buy
pricing
cost
purchase
demo
trial
Product Interest Keywords
Example:
feature
compare
integration
support
plan
Points:
+20 points
3. Message Count
Adds points based on visitor engagement level.
Configuration
- Minimum visitor messages
- Points to add
Example
Engaged Conversation
3+ visitor messages
+15 points
Deep Conversation
6+ visitor messages
+10 points
Enable or Disable Rules
Each rule includes an Enabled checkbox
When enabled:
- Rule contributes to scoring.
When disabled:
- Rule is ignored.
Delete Rule
Each rule includes a delete icon that allows administrators to remove unwanted scoring rules.
Example Scoring Calculation
Visitor Actions
- Base Score = 10
- Provided Email = +15
- Purchase Intent Keywords = +35
- 3+ Messages = +15
Final Score
10 + 15 + 35 + 15 = 75
Result:
High Interest Lead
Sample Lead Journey
Visitor starts chat
↓
Base score assigned
↓
Rules are evaluated
↓
Points added
↓
Final score calculated
↓
Lead categorized