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Part of Happierleads — AI Qualification

AI Qualification: Let AI Interview Every B2B Visitor Before Your Reps Do

Write your qualifying criteria in plain English. Happierleads runs a structured probe-and-answer interview on every identified visitor in real time — and returns a Qualified, Nurture, or Archive verdict before your SDR opens their inbox.

Built into Happierleads. Included on every plan — no extra cost, no setup required.

40%
Less rep time on bad leads
100%
Leads auto-interviewed
<1s
Verdict per visitor
0
SDR hours filtering
Three things AI Qualification does automatically

Probe. Answer. Route — before your reps open their inbox.

Every identified visitor gets a full interview. Every interview produces a decision. Every decision triggers the right action — instantly.

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Custom probes

Write qualifying questions in plain English — "Is this a B2B SaaS company with 50+ employees?" — and the AI answers each one using enriched lead data instantly.

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Instant verdict

Every probe returns pass or fail with a plain-English reason. The final verdict — Qualified, Nurture, or Archive — fires within a second of identification.

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Automatic routing

Qualified leads trigger a Slack alert, CRM record, or email sequence. Failed leads go to nurture or archive automatically. Reps never touch a low-fit lead again.

01 — The probe system

Write your qualifying questions in plain English

You know what makes a great lead. AI Qualification turns that knowledge into a structured interview that runs automatically on every identified visitor — without a single line of code.

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    Natural language probes. Type your criteria exactly as you'd brief an SDR — the AI understands context and nuance.
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    Data-backed answers. Every probe is answered using enriched firmographic, technographic, and behavioural data — not guesses.
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    Unlimited probes per model. Stack as many qualifying questions as you need. Run different probe sets for different ICPs or verticals.
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    Sub-second verdicts. The full interview completes in under a second per lead — fast enough to trigger alerts before the visitor leaves your pricing page.
JR
Jamie Reid · VP of Sales
Acme Corp · 280 employees · SaaS
search
Is this a B2B SaaS company with 100+ employees?
check_circle Yes — 280 employees, SaaS vertical
person
Is the visitor a decision-maker or budget holder?
check_circle Yes — VP of Sales
insights
Has the visitor shown high-intent behaviour?
check_circle Yes — pricing & demo pages visited
domain
Is the company in your target geography?
check_circle Yes — US, Tier-1 market
verified
Qualified — Ready for Outreach
Sequence triggered · Slack alert sent
4/4 probes passed
02 — Qualification criteria

Every dimension of fit — checked in one pass

AI Qualification can probe any attribute Happierleads enriches — which means every dimension of your ICP becomes an automatic gate.

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    Company fit. Industry, vertical, employee count, revenue band, funding stage, geography — checked against your criteria.
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    Buyer seniority. Is the visitor a manager, director, or VP? Analysts and interns are automatically filtered out.
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    High-intent behaviour. Pricing page visit, case study read, third return this week — intent signals become qualification criteria.
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    Technographic triggers. "Are they running a competitor?" or "Do they have HubSpot?" become instant qualification gates.
Visitor scores
Live
Acme Corp
92
Zephyr Labs
54
Northwind
78
Contoso Inc.
21
03 — Verdict-driven routing

Verdicts that do work — automatically

Every verdict fires the right downstream action. No manual triage, no CRM cleanup, no rep deciding who to contact.

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    Qualified → Slack ping + CRM. AE gets a DM with the visitor's name, company, pages viewed, and probes passed. One click to CRM.
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    Qualified → sequence. Auto-enrol into the Inbox Engine, Outreach, Salesloft, or Apollo — triggered the moment the verdict fires.
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    Nurture → drip. Partial-pass leads drop into a low-touch nurture sequence. No rep time wasted, no lead lost.
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    Archive → gone. Failed leads never reach the pipeline. Your reps only work contacts worth contacting.
Threshold routing
If score ≥ 80
Slack
CRM
Sequence
Ads
92 Hot
04 — Explainable, not magical

See exactly why each visitor passed or failed

Every verdict is auditable. Open any lead and see which probes passed, which failed, and the plain-English reason for each answer. Reps trust decisions they can read.

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    Probe-level reasons. "Yes — 280 employees, SaaS vertical." "No — analyst role, not a budget holder." Every answer explained.
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    Version history. Every change to your probe set is logged. Revert with one click if a new probe set underperforms.
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    Closed-loop reporting. Which probe combinations correlate with closed-won? We show you — so you can keep tightening your model.
Is this a B2B SaaS company with 100+ employees?
Yes — 280 employees, SaaS vertical
Pass
Is the visitor a decision-maker or budget holder?
Yes — VP of Sales
Pass
Has the visitor shown high-intent behaviour?
Yes — pricing & demo pages visited
Pass
Is the company in your target geography?
Yes — US, Tier-1 market
Pass
verified Qualified — Ready for Outreach 4/4 passed

See your leads pre-interviewed — in under 5 minutes

Install the pixel, write your first probe in plain English, and watch every identified visitor arrive pre-labelled and pre-routed.

Why Happierleads AI Qualification

The qualification layer other platforms make you build yourself

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Plain-English probes, not logic trees

No boolean conditions, no rule builders, no technical setup. Write exactly what you'd say to a new SDR and the AI handles the rest — including edge cases you didn't think to write rules for.

bolt

Sub-second verdicts

Full interview completed before the visitor clicks away. Alerts fire while they're still on your site.

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Multiple probe models

SMB vs Enterprise vs Agency — different probe sets, different thresholds, one dashboard.

visibility

Every verdict explained

Pass/fail per probe, plain-English reason for each. No black box, no rep confusion.

savings

Zero extra cost

Included in every plan. Not a "Scale tier" feature — every customer gets it from day one.

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Pairs with scoring

Use AI Scoring (0–100) for prioritisation and AI Qualification for pass/fail decisions — in the same workflow.

What customers see

The outcomes of pre-qualified leads

40%

Less SDR time wasted

Reps work only leads that passed every probe — not the full unfiltered funnel.

2.3×

Higher reply rate

Outreach sent only to qualified leads converts at a significantly higher rate.

Day 1

Running on first install

Default probe templates ship on day one — customise as you learn what converts.

See why people like you choose Happierleads

Customer profile images
Star rating
4.8
from hundreds of reviews on G2
Start free 14-day trial
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Great tool for capturing web visitors

"It allows us to identify visitors and rate them for quality, then it allows us to capture their contact detail and setup email automations."

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Andrew J.
Fractional Fractional Chief AI Officer (CAIO)
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Learn who's browsing your website!

"I can automate my marketing and reaching efforts with ease. You set it up one and the platform does it all for you with minimum input from you. "

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Savin D
Creative Director
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Get more leads with your website!

"Happierleads provide accurate data about the website that visits my website. Knowing who is visiting my website is gold and I can spend less in ads.."

Jana M.
Robin H.
Head Of Growth at Swapcard
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faqs

Website visitor identification — frequently asked questions

How does B2B website visitor identification work?

Website visitor identification works by matching anonymous website traffic to a database of known business profiles. A lightweight tracking pixel captures signals from each session. Happierleads cross-references those signals against our proprietary permissioned publisher network — revealing the exact person (name, work email, LinkedIn profile) behind the visit, not just the company via reverse IP lookup. Person-level identification is available across 173+ countries; company-level identification works globally. Learn how our identification technology works →

What contact data does Happierleads provide for each identified visitor?

For each identified B2B website visitor you receive: full name, verified work email address, LinkedIn profile URL, job title, company name, company domain, company size, and industry — plus the specific pages they visited on your site and the duration of each session. All plans also include third-party intent signals showing what topics each identified company is actively researching across the web. See full plan details and pricing →

Does Happierleads have a Free trial?

Yes — Happierleads offers a 14-day free trial with no credit card required. During the trial you get 100 identified B2B website visitors, including full person-level data: name, verified work email, and LinkedIn profile. You can explore the full dashboard, connect your CRM, and see exactly which companies and individuals are visiting your site before committing to a paid plan. After 14 days, plans start at $99/month for 300 identified visitors. Cancel anytime — no obligation and no cancellation fees.

What is Happierleads?

Happierleads is a B2B website visitor identification platform that de-anonymizes your anonymous website traffic and turns it into actionable sales pipeline. Unlike reverse IP lookup tools that show only a company name, Happierleads identifies the exact person behind each visit — including their verified work email, LinkedIn profile, job title, and real-time buying intent signals — across 173+ countries. The platform combines visitor identification, AI lead scoring, intent data, email waterfall enrichment, built-in CRM integrations, and outreach sequencing in one place. Used by 20,000+ B2B teams globally, starting from $99/month.

Who typically uses Happierleads?

Happierleads is used by B2B SaaS companies, marketing agencies, professional services firms, and enterprise sales teams. Sales development reps (SDRs) use it to identify warm, in-market visitors and prioritise outreach by ICP fit score. Marketing teams use it to attribute revenue to specific campaigns, retarget high-intent accounts, and reduce wasted ad spend. Agencies use it to run visitor identification across multiple client websites from a single dashboard. Any B2B company investing in content marketing, paid search, or account-based marketing (ABM) will benefit from knowing exactly who is visiting their site and what they are researching.

How is this different from Clearbit, 6sense, or Demandbase’s Website Identity Solutions?

Most companies rely on ‘Reverse IP Lookup’ technology to connect IP addresses with company names. At Happierleads, we use a completely different approach—our fully-permissioned, proprietary publisher network—allowing us to identify the exact individuals visiting your website. Discover how we identify your site visitors →

Why is Happierleads ranked number #1 for data quality on G2 and Capterra?

Happierleads ranks #1 for data quality because we identify visitors through a fully-permissioned publisher network — not just reverse IP lookup. Every identified person has opted in through a publisher partner, giving us verified person-level data rather than probabilistic company-level guesses. We also apply automatic bot and ISP filtering to eliminate non-qualifying traffic, AI lead scoring to surface your highest-fit visitors, and real-time LinkedIn verification to ensure contact data is current. On G2 and Capterra, users consistently cite data accuracy and match rates as the primary reason they choose Happierleads over alternatives like Leadfeeder, Lead Forensics, and Clearbit.

What about U.S. state privacy laws, like the California CCPA and CPRA?

Yes — Happierleads is compliant with CCPA, CPRA, and other U.S. state privacy regulations. Our person-level identification uses data sourced from a fully-permissioned publisher network, meaning all identified individuals have opted in through a compliant consent framework. If your business already meets these state-level requirements, using Happierleads will not change that compliance status. We identify exact visitors in 173+ countries including the US, Canada, and Australia. For GDPR-restricted EU countries, we use reverse IP lookup to provide company-level data only, keeping you fully compliant with European privacy law.

How accurate is the visitor identification?

Most reverse-IP tools only identify the company. We go further — using our permissioned publisher network we identify the exact person behind the visit and enrich them with verified work email and LinkedIn data. Match rates depend on traffic geography, but customers typically see person-level identification on 30–55% of B2B sessions and company-level on 80%+.

How long does setup take?

About 5 minutes. Sign up, paste a single tracking snippet into your site (or install our GTM template / WordPress plugin), and identified visitors start appearing in your dashboard within a few hours. No engineering project required.

What if my website doesn't get much traffic?

You don't need huge traffic to win — most of our customers have under 10,000 monthly visitors. Even on lower-traffic B2B sites a handful of identified buyers per week often pays for the tool many times over. You can also pair it with our 175M-contact database and outreach engine to build pipeline beyond just your site visitors. And if your own traffic is still growing, we also provide third-party intent signals — data from across the web that tells you which companies are actively researching solutions like yours right now, so you can reach them even before they land on your site.

Does it integrate with my CRM and outreach tools?

Yes. Push identified leads directly into HubSpot, Salesforce, Pipedrive, Zoho, GoHighLevel, Slack, or anything that supports Zapier and webhooks. CSV export is available on every plan, and our built-in email and LinkedIn outreach engine lets you act on identified visitors without leaving Happierleads.

How does Happierleads pricing work?

Happierleads uses usage-based pricing — you choose how many identified B2B website visitors you need per month and pay only for that volume. Plans start at $99/month for 300 leads (around $0.33 per lead). As your volume grows, your cost per lead drops significantly — reaching as low as $0.06/lead at scale. Add-ons like LinkedIn verification (+$0.02/lead), email waterfall (+$0.03/lead), and session recordings (+$0.01/lead) are billed on actual usage, so you only pay for what you use.

Is there a minimum contract? Can I cancel anytime?

No minimum contract — you can cancel your Happierleads subscription at any time with no cancellation fees and no questions asked. Monthly plans are billed month-to-month. Annual plans are billed upfront and save you 30% compared to monthly billing.

What's included on every Happierleads plan?

Every Happierleads plan includes company-level and person-level visitor identification (name, verified work email, LinkedIn profile), AI lead scoring, third-party intent data signals, CRM integrations (HubSpot, Salesforce, Pipedrive, and more), a built-in email sequencer, and unlimited team seats. There are no per-seat charges — your entire team can use the platform at no extra cost.

Do you offer an annual billing discount?

Yes — switching to annual billing saves you 30% compared to monthly pricing. Annual plans also include a free 175M-contact B2B database (normally worth $500+/mo separately). The 30% discount applies to your base plan; add-ons are billed on actual monthly usage.

Is Happierleads cheaper than Lead Forensics, Leadfeeder, or Clearbit?

Yes — significantly cheaper. Lead Forensics starts at around $1,000/month, Clearbit Reveal at $1,500+/month, and Albacross at $500+/month. Happierleads starts at $99/month and includes person-level identification (name, email, LinkedIn) — a capability most competitors don't offer at any price tier. Our usage-based model also means you're never paying for leads you didn't receive.

Can I upgrade or downgrade my plan at any time?

Yes. You can adjust your lead volume up or down at any time — no lock-ins or upgrade fees. Upgrades take effect immediately and you'll be pro-rated for the remainder of the billing period. Downgrades take effect at the start of your next billing cycle.

What is the best B2B website visitor identification software?

The best B2B website visitor identification software depends on your budget, geographic coverage needs, and whether you need company-level or person-level identification. Happierleads consistently ranks #1 for data quality on G2 and Capterra in the visitor intelligence category — combining person-level identification (name, verified work email, LinkedIn), built-in outreach automation, AI lead scoring, and intent data in a single platform from $99/month. Enterprise alternatives like Lead Forensics ($1,000+/month), Clearbit Reveal ($1,500+/month), or Albacross ($499+/month) identify companies only and charge significantly more. Compare Happierleads to every major alternative →

Can I identify website visitors without cookies?

Yes — Happierleads identifies B2B website visitors using a cookieless, privacy-first method through our permissioned publisher network. Rather than relying on third-party cookies (which are being deprecated), we match first-party session signals to known B2B profiles. This means your identification rates are not affected by browser cookie restrictions, iOS privacy updates, or ad-blockers. For EU visitors under GDPR, we fall back to company-level reverse IP identification, which requires no personal data processing and keeps you fully compliant.

Is Happierleads GDPR compliant?

Yes. Happierleads is fully GDPR compliant. For EU-based visitors, we use company-level reverse IP lookup only — no personal data is processed without a lawful basis, so GDPR requirements are met by design. Person-level identification (name, email, LinkedIn) is only applied to visitors in countries outside the GDPR jurisdiction, such as the US, Canada, and Australia. Happierleads is also SOC 2 Type II certified and CCPA compliant. You can review our full Data Processing Agreement (DPA) and privacy documentation at any time. Read our privacy policy →

How does Happierleads compare to RB2B?

RB2B identifies US-based website visitors at the person level using email-based matching and delivers results to Slack. Happierleads goes significantly further: our permissioned publisher network covers 173+ countries (not just the US), and the platform is a complete B2B revenue tool — not just identification. Happierleads includes intent data across 353 buying-signal topics, AI lead scoring, a built-in email sequencer, inbox engine, CRM integrations (HubSpot, Salesforce, Pipedrive), and session recording. Both tools start at $0 for a free tier, but Happierleads paid plans include unlimited team seats and no per-seat charges. Full RB2B vs Happierleads comparison →

Does Happierleads work with WordPress, Webflow, Shopify, and other platforms?

Yes — Happierleads works with any website platform. We have a dedicated WordPress plugin, a Google Tag Manager template, and a one-snippet installation that works with Webflow, Shopify, Squarespace, HubSpot CMS, Wix, custom-built sites, and any platform that allows you to add a script to your site header. Setup takes under 5 minutes regardless of your tech stack. Identified visitors begin appearing in your dashboard within hours of installation — no developer required.

How does B2B website visitor identification help with lead generation?

B2B website visitor identification turns your existing website traffic into a direct lead generation channel. Instead of waiting for visitors to fill in a contact form — which only 2–5% of B2B visitors ever do — you can identify the other 95% by company and person, see what pages they viewed, filter by ICP criteria (company size, industry, job title), and reach out directly. Customers typically see a 3–10× increase in qualified pipeline from the same amount of traffic after installing Happierleads. Combined with built-in intent data showing which companies are actively researching your category, you can surface in-market buyers both on your site and across the web. See how visitor identification works →

Can Happierleads be used for account-based marketing (ABM)?

Yes — Happierleads is purpose-built for account-based marketing. You can filter identified visitors by target account, company size, industry, and AI ICP fit score to build prioritised ABM lists. When a company from your target account list visits your site, you can trigger real-time alerts to your sales team, automatically sync the visit to your CRM, or launch a personalised outreach sequence. Intent data across 353 buying-signal topics shows which of your target accounts are actively researching solutions like yours — even before they land on your site — so you can engage at exactly the right moment. Native integrations with HubSpot, Salesforce, and Pipedrive make it easy to align visitor intelligence with your wider ABM motion. See how marketing teams use Happierleads →

From the founder

Why I built AI Qualification

I'm George — solo bootstrapper. I watched sales reps spend half their day deciding who to contact. AI Qualification solves that at the source — every lead arrives pre-interviewed, so reps only do what reps should do: close.

schedule ~3 min watch Connect on LinkedIn