Scoring models
Score every new lead against your ideal customer with rules for company, location, pages visited and more.
A scoring model is your definition of a good lead. It is a list of rules: company size, industry, location, pages visited, job title and more, each with a weight. Every new lead is checked against the rules and gets a score from 0 to 100. The score is the ICP score you see on every lead, and it is what sorts your best leads to the top.
- Qualify → open a model (or + New model, or Create your first model).
- Add or change rules: find a criterion, choose the values, set the weight from Penalize to Very important.
- Test a website to see how any company would score, then Save and Close.
How a rule works
Pick a criterion (for example Industry), then decide what it does:
- Score it: leads that match gain points; the weight says how many. A negative weight (Penalize) takes points away.
- Only include: only leads that match are kept; everyone else is left out.
- Exclude: leads that match are left out before they come in (Exclude leads).
The Live impact panel on the right shows, for the last 30 days, how many leads were identified, how many passed your filters and how many were hot, so you see the effect before you save.
Warm and hot
Scores fall into bands: below warm, warm and hot. Warm starts at 40 and hot at 70 unless you change it under Edit score bands (Reset to 40 / 70 brings the defaults back). Changing the bands only changes the labels; it never rescores leads. Your automations can act on the band, for example "post hot leads to Slack".
Draft, live, default
- A draft is saved but scores nothing yet. Publish makes it live.
- The default model is the one whose score shows in the Leads table. Only a live model can be the default (⋯ → Make this the default).
- Archive stops a model scoring at once; you can Restore it. Duplicate creates a draft copy to experiment with.
New rules score new leads straight away. To apply them to the leads you already have, see Re-qualify existing leads.
Common questions
Do I need a scoring model to get leads? No. Visitors are identified and shown with or without one. A model adds the score that sorts them and that your automations can act on, and its Exclude rules keep out the leads you never want.
Does a low score delete the lead? No. A low score only means a low ICP score; the lead stays in your list and is still charged a credit. Leads are kept out only by an Exclude or Only include rule, or by the Lead quality bar on the Leads page (Remove or block leads), and those leads never use a credit.
Does qualifying cost credits? Rules cost nothing. AI prompts (questions the AI answers about each lead) use your plan's monthly AI qualification allowance, not your lead credits; a lead that already has every answer is rescored without any AI use.
What makes a lead hot? A score at or above your hot band (70 by default). Which rules get it there is up to you: a company in your target industry and size, on a pricing page, with a job title that buys from you, for example.
Can I have several models? Yes, as many as you like, each with its own rules: one per product line or market. The default model is the one the Leads table shows. Names must be unique on a website.
What is the ICP? Your ideal customer profile: who you sell to. In the dashboard you describe it with the rules of your scoring model; Ideal customer profile explains the short version your AI assistant reads.
How do I test a model? Click Test a website, type any company's domain and Score it to see how it would score. The calibration run scores 5 to 20 domains at once, good to check that your real customers come out hot.
Every control on this screen
Every button, field and switch, with what it does.
Qualify — scoring models · 18 controlsNeeds: qualify
| Edit (default model) | Shows information | |
| + New model | Shows information | |
| Create your first model | Shows information | |
| Models table (status, default, rules, kept, hot, setup health) | Shows information | |
| Model row (opens the editor) | Shows information | |
| Edit (other models) | Shows information | |
| Firmographics only → Add a pricing-page rule | Shows information | opens the editor with a Page visited rule |
| Model actions (⋯) | Shows information | |
| Model actions menu | Shows information | |
| Edit model | Shows information | |
| Duplicate | Button · changes your account | creates a draft copy at once |
| Make this the default | Button · changes your account | live models only; the leads table shows this model’s score |
| Archive | Opens a panel or page | stops scoring at once; restorable |
| Restore | Button · changes your account | |
| Rescore recent leads (last 90 days) | Button · changes your account | |
| Delete… | Opens a panel or page | |
| Show / Hide archived models | Shows information | |
| Retry (load error) | Shows information |
Qualify — model editor · 66 controlsNeeds: qualify
| Add a rule | Button | |
| Save and Close / Publish | Button · changes your account | |
| Top bar (← Score models, name, Draft / Live / Default badges, save status) | Shows information | |
| Model name (rename) | Text box | |
| N rules · N pts max | Shows information | |
| Test a website | Shows information | |
| ✦ AI Assist | Shows information | |
| Save draft | Button · changes your account | |
| Done (view only) | Shows information | |
| Request edit (view only) | Shows information | |
| Retry (couldn’t save) | Button · changes your account | |
| Copy changes as text | Shows information | |
| Show me (empty rules) | Shows information | |
| Find a criterion | Text box | |
| Only show criteria in use | Switch | |
| All rules | Shows information | |
| Needs attention | Shows information | |
| Criteria group (expand) | Shows information | |
| ✦ AI Qualification → Prompts | Shows information | |
| + Add (another) <criterion> rule | Button | |
| Score it (empty criterion) | Button | |
| Only include (empty criterion) | Button | |
| Exclude (empty criterion) | Button | |
| Fix (needs attention) | Button | |
| Rule card (expand / collapse) | Shows information | |
| Duplicate rule | Button | |
| Delete rule | Opens a panel or page | removes it from the model; gone once the model is saved |
| Weight slider (Penalize … Very important) | Slider | drafts save every change automatically |
| ✦ AI Prompts section | Shows information | |
| + Add AI prompt | Shows information | |
| ✦ Suggest prompts | Shows information | |
| Suggest prompts panel | Shows information | |
| Describe your ideal customer | Text box | |
| Your website domain | Text box | |
| ✦ Generate prompts | Button | |
| Add (suggested prompt) | Button | |
| Close (suggest prompts) | Shows information | |
| AI prompt card | Shows information | |
| Edit prompt (✎) | Shows information | |
| Delete prompt | Opens a panel or page | |
| Business context — Edit / Add | Shows information | |
| Business context | Shows information | |
| What you sell and who buys it | Text box | |
| Cancel (business context) | Shows information | |
| Save context | Button | kept with the model on its next Save |
| Live impact | Shows information | |
| Identified | Shows information | |
| Passed your filters | Shows information | |
| Hot (opens score bands) | Shows information | |
| Last 30 days / Unsaved changes → Where your leads score | Shows information | |
| Where your leads score | Shows information | |
| Hot band (see these leads) | Shows information | |
| Edit score bands | Shows information | |
| Publish “model”? | Shows information | |
| Keep as draft | Shows information | |
| Publish model | Button · changes your account | |
| This model keeps very few leads | Shows information | |
| Apply the suggested fix | Button | |
| Save anyway | Button · changes your account | |
| Save N changes? (leaving) | Shows information | |
| Stay | Shows information | |
| Discard (unsaved changes) | Opens a panel or page | |
| Save and leave | Button · changes your account | |
| Someone else edited it | Shows information | |
| Review their changes (load theirs) | Shows information | |
| Overwrite with mine | Opens a panel or page |
Qualify — New model dialog · 10 controlsNeeds: qualify
| New model | Shows information | |
| Name | Text box | |
| Start from: ✦ AI Assist | Button · changes your account | |
| Start from: Duplicate | Button · changes your account | |
| Start from: Blank | Button · changes your account | |
| Copy rules from | Button · changes your account | |
| Make this the default model | Tick box | |
| Cancel | Shows information | |
| Close (✕) | Shows information | |
| Create as draft → | Button · changes your account |
Qualify — Delete model dialog · 4 controlsNeeds: qualify
| Delete model (what depends on it) | Shows information | |
| Cancel | Shows information | |
| Archive instead | Opens a panel or page | |
| Delete permanently / Delete and detach | Opens a panel or page |
Qualify — Test a website · 8 controlsNeeds: qualify
| Test a website | Shows information | |
| Score any company — domain | Text box | testing has no side effects |
| Score it | Button | |
| Run AI prompts | Tick box | |
| Calibration run — Open / Hide | Button | |
| Calibration domains (5–20, one per line) | Text box | |
| Score N domains | Button | |
| Done (close test) | Shows information |
Qualify — Score bands · 6 controlsNeeds: qualify
| Score bands | Shows information | |
| Warm from | Text box | |
| Hot from | Text box | |
| Reset to 40 / 70 | Button | |
| Cancel (bands) | Shows information | |
| Save (bands) | Button | relabels only, never rescores; kept on the model’s Save |