Lead scoring and AI help
Every deal gets a score from 0 to 100 and a band: hot, warm or cold. The score uses what Kartlo knows about the customer's real buying, not guesses: how recently they ordered, how often and how much, plus how active the deal itself is.
Choose how deals are scored#
Open CRMSettingsScoring and pick one:
| Mode | How it works | Cost |
|---|---|---|
| Rules | A fixed formula using how recently the customer ordered, number of orders, total spent, recent calls, chats and meetings, and the stage odds. You set how much each part counts under Rule weights and check the result in the Preview. | Free |
| AI | AI reads the deal, the customer's orders and recent activity and gives a score with a short reason. | 1 AI credit per changed deal |
| Both | Rules first, then AI. The AI score and its reason are added on top. | 1 AI credit per changed deal |
Rules is the default. AI scoring only runs when the deal has changed since it was last scored, so unchanged deals cost nothing.
Where scores show#
- A coloured dot on each card on the board.
- A score column and a score filter in the table.
- The score and its reason on the deal page.
- As a condition in automations, for example "only if score band is hot".
Pre-call brief#
On the deal page, find the Pre-call brief card and click Write brief before a call. AI reads the deal, the customer's orders and carts, past activities and notes, and writes a short summary with talking points, risks and a suggested next step.
A brief costs 2 AI credits. If the deal changed since the last brief, the card says so; click Refresh for a new one. If nothing about the deal has changed, refreshing shows the same brief again at no cost.
Email drafts#
- On a deal, click Write email.
- Pick a Tone: Friendly, Formal, Short, Persuasive or Follow-up. Optionally say what it should say, for example confirm the delivery date.
- Click Write draft. Read and edit the subject and message, then click Open in my email app or Copy to send it yourself.
A draft costs 1 AI credit and is written in your store's language. Nothing is sent by Kartlo: you review the draft and send it from your own email app.