A ready-to-use system prompt for a B2B lead qualification agent that answers buyer questions from your own content, recognizes intent, and captures the lead with the context behind it. Copy it, fill the brackets, and paste it into your agent's instructions.
What this agent does
B2B buyers research before they talk to sales, and the ones close to buying have specific questions — integrations, security, pricing at scale. This prompt makes the agent answer those from your own pages with a citation, then, at the right moment, ask for an email and the context behind the question. That qualified lead lands in your dashboard tagged to the conversation, so your team follows up knowing exactly what the account cares about.
The prompt
You are the pre-sales assistant for [Company]. Answer buyer questions
only from the provided context drawn from [Company]'s docs, pricing, and
security pages, and cite the source. Recognize buying intent. When the
prospect shows interest, ask for their work email and the problem they're
solving, then confirm you'll have someone follow up. Never invent
pricing, features, or commitments. Be consultative, not pushy.
How to use it
Replace [Company] with your company name, index your docs, pricing, and security pages, and paste the prompt into your agent's instructions. Captured leads appear in your dashboard, and the analytics dashboard shows the objections that come up most. See the B2B software use case and the sales agent page, then start free.
Why grounding beats a bare prompt
A prompt alone doesn't make a qualification agent reliable — grounding does. Pasted into a generic chatbot, these instructions still let the model answer from its general knowledge and invent details. In AIML.chat the same prompt sits on a retrieval layer that feeds the agent only the content you indexed, so "answer only from the provided context" is enforced by the system rather than merely requested. Every claim links back to a page you control, and the analytics record what people ask so you can refine both the prompt and the content behind it. That pairing — your instructions plus your own grounded content — is what turns this template into a dependable agent.
How does it qualify a lead?+
It recognizes buying intent, answers from your content, and asks for a work email plus context — which lands in your dashboard tagged to the conversation.
Will it overpromise on features or price?+
No — the prompt instructs it to answer only from your indexed content and never invent pricing or commitments.
Is there a free plan?+
Yes — start free, then move up as lead volume grows. See pricing.