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Lead conditions

Tag every conversation as a New Lead, Hot Lead, Spam, or your own custom stage.

4 min readUpdated May 21, 2026

Loop's AI tags every conversation with a lead stage on every reply. You write the stage definitions in plain English. The AI matches the conversation to the closest one.

Lead conditions list with New Lead, Hot Lead, Spam

What makes a good stage definition

  • Cover every audience your business serves. A stage that only describes one type of customer will misfire on the others.
  • Use cumulative signals: "the customer has shared a name AND asked about price" is stronger than either alone.
  • Add a "never step back" clause so the AI doesn't bounce a Hot Lead back down to New Lead on a quiet message.