Lead scoring.
Every enquiry gets a 0 to 100 quality score the moment it arrives. Specialists triage by score so the strongest enquiries get answered first.
What the score means
The score is an estimate of how likely an enquiry is to lead to a consigned lot. It blends the item type, estimated value, completeness of the submission, signal in the description, and how it compares to your historical win rates.
- 80 to 100. Strong signal. Drop everything and reply.
- 50 to 79. Reasonable enquiry. Reply same day.
- 20 to 49. Lower quality. Worth a templated reply.
- 0 to 19. Likely junk or trade fishing. Triage in batches.
How to tune it
Out of the box the scoring uses sensible defaults for an arts and antiques house. You can give it written guidance about what your house cares about, and the model uses that to weight scores accordingly. Open Settings → General → Scoring criteria and write a few sentences in plain English. For example:
We specialise in fine jewellery and watches, score these higher.
Items with an estimate under £500 are low priority.
Trade enquiries (dealers asking for valuations) are usually low quality.
Anything that mentions "estate", "deceased", or "probate" is high priority.There is no special syntax. Write the way you would brief a new specialist on what to prioritise and what to ignore. Save, and new enquiries from that point onward use the updated criteria.
What good criteria look like
- Specific to your departments and what you are good at selling.
- Honest about what your house won't take (low estimate floors, condition issues).
- Includes phrases that signal high or low quality enquiries you've seen before.
- Short. Half a page is plenty. Longer rarely helps.
What gets scored, and what doesn't
Every enquiry submitted via the embedded form is scored automatically. Enquiries pushed in via the API or a webhook are also scored, provided they include enough fields to be meaningful (at a minimum: a description and an item type). Enquiries imported from a CSV are not scored retroactively; the scorer only runs on incoming submissions.