Skip to main content

2.2 New Lead Classifier

Thanks to Artificial Intelligence, the Classifier allows you to catalog a lead in the database based on various factors such as demographic and behavioral, determining if it is in target and if it has the characteristics of ideal potential customer. This way you can assign leads to the right sellers, discover weaknesses within the sales funnel, or understand which leads are "hot" and ready to buy.

When you access the main screen of the Klondike platform, after clicking on the CLASSIFIER LIST button, you can create a new lead classifier by clicking on the "New Classifier" button at the top left. On the same page you can search for classifiers already configured.

image-1653638395064.0.1 New Classifier.png

By choosing to create a new Classifier, you will be guided in a wizard composed of 4 steps that will help in the configuration.

image-1653638423090.0.2 New Classifier.png

After choosing the appropriate data scheme for the type of use, you will have to choose in the order the data source, the training fields to be used to instruct the classifier and the fields to guess with the relevant parameters.

The next step will be to indicate the destination of the matched values, so if:

  • leave them on Klondike
  • send a Mail (in the Premium version)
  • call an external Web service (in the Premium version)