AI Fields and Lead Score
Kantos reads every note, website enquiry and message and keeps budget, needs, timeline and an AI score up to date on the record.
What a lead wants is buried in notes and emails, so lists, segments and follow-ups can’t use it, and nobody re-reads old conversations.
Pick the fields the AI should fill and describe your score. Each new note or message updates them within minutes, shows where every value came from, and never replaces a value someone typed.
Key Capabilities
Everything AI Fields and Lead Score offers out of the box.
- Any field
Text, numbers, money, dates, yes/no and dropdowns can be filled by AI, with a hint for each.
- AI score with your rules
Describe what 100 and 0 mean; every record gets a score and a one-line reason.
- Reads what you choose
New notes, website enquiries, emails, chat, WhatsApp, SMS, Instagram and calls — pick which ones in settings.
- People stay in charge
A value someone typed is never overwritten; the AI suggests instead, and one click accepts.
- Shows its working
Hover a value to see how sure the AI was and the note or message it came from, with its date.
- Ready-made sets
Start from Property buyer or Sales lead and adjust.
- Fill existing records once
An admin can run a one-time fill over existing records, after a dry run that shows the estimated cost.
- Off until you switch it on
Each workspace turns it on itself. Texts are sent to OpenAI, and updates count against a monthly allowance on your plan.
- Topic and urgent on every message
Each new email, WhatsApp, SMS, Instagram, chat or form message gets a topic from your own list (where is my order, price, complaint...) and is marked urgent when it needs a person today. The inbox shows one topic, only urgent conversations, or urgent ones first, and a conversation stays urgent until someone replies.
Use Cases
How teams use AI Fields and Lead Score
Property sales
Budget band, wanted types and a buyer score on every enquiry, ready for segments and newsletters.
B2B pipelines
Company size, need and a lead score from the first email.
Explore More
Related Features
AI-Native CRM
AI is woven into every layer of Kantos — from MCP access so agents can manage your CRM via chat, to autonomous live chat, smart form classification, AI onboarding, knowledge base RAG, and intelligent data import.
Smart Intake & Lead Capture
One script picks up the forms on your website, whether it runs on WordPress, Wix, Squarespace, Webflow, Shopify or plain HTML. You approve each new form once; after that, its submissions become records on their own.
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