> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mithunai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Qualification rules for the Sales employee

> Write which leads are worth a salesperson's time -- by industry, company size and country -- and how the Sales employee checks each lead against them.

Qualification rules say which leads the Sales employee treats as worth following up. You write them
once, on the Sales employee's page; every lead it handles after that is checked against them.

> [!WARNING]
>
> AI employees are in **beta**, off unless your deployment has switched it on. See [AI
> employees](https://docs.mithunai.com/team/overview.md).

## Write your rules

1. Open **AI employees** and choose **Sales**.
2. Under **Qualification rules**, choose **Add a rule** for each condition a lead must meet.
3. For each rule pick a **fact** -- industry, company size or country -- a **condition**, the
   **values**, and what a lead that does **not** meet it is: **Not qualified**, or **Needs review**.
4. Choose **Save rules**.

Only an owner or admin can see or change the rules. Every change is recorded in your audit log.

| Fact | Conditions | Values |
| - | - | - |
| Industry | is one of, is not one of | Up to 50 names, matched without regard to capitals |
| Company size | at least, at most | One whole number of employees |
| Country | is one of, is not one of | Up to 50 names, matched without regard to capitals |

You can write up to 20 rules. To express a range of sizes, write two rules: *at least 50* and *at
most 5000*.

## How a lead is checked

A lead is **qualified** when it meets every rule. Otherwise:

* It is **not qualified** if it fails a rule whose outcome is *Not qualified*.
* It **needs review** if your CRM record does not hold a fact a rule asks about -- a missing
  industry, size or country is never a pass -- or it fails a rule whose outcome is *Needs review*.

Only the CRM record's own fields are checked. **What the lead wrote, what their website says and
the record's notes never decide**: they are quoted for whoever approves, and nothing in them can
qualify a lead, change who the follow-up goes to, or skip approval.

The Sales employee drafts a follow-up email only for a qualified lead. Every change to your CRM and
every email still waits for a person.

## When you have written none

Until you save a rule, the Sales employee uses the rules your CRM holds, if it holds any; the page
says **Using your CRM's rules**. With no rules from either, every lead **needs review**. Removing all
your rules and saving goes back to your CRM's.

## Through the API

[Get the rules](https://docs.mithunai.com/api-reference/employees/get-qualification-rules.md) and
[replace them](https://docs.mithunai.com/api-reference/employees/set-qualification-rules.md) with a signed-in session; an API key
is refused.


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