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Difference between qualified, escalated, and recovered contacts

This article describes the states of leads and conversations: Qualified, Escalated, and Recovered. It provides definitions and a journey example to improve commercial management.

Nahuel Gomez avatar
Written by Nahuel Gomez
Updated over 2 months ago

✅ Qualified

Leads that meet the defined criteria and pass basic validations, for example:

  • Complete and valid data

  • Suitable budget range

  • Correct coverage area

  • Product or service of interest

👉 These are the priority contacts for commercial management.


📈 Escalated

Conversations transferred to a human (sales or support) when needed.
Typical cases include:

  • Explicit request to speak to a person

  • High complexity

  • Advanced purchase intent

  • Urgency

  • Risk signals or negative sentiment


🔄 Recovered

Contacts that, after a period of inactivity or abandonment, return to the conversation or show new interest thanks to a recontact or campaign.


Journey example

  1. Lucía starts the chat → the AI asks qualification questions → status: Qualified (profile OK).

  2. Lucía asks to speak to someone → the conversation is transferred to an advisor → status: Escalated.

  3. Later, Lucía stops responding → months later, she receives a campaign and interacts again → status: Recovered.


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