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All collectionsAI Lead QualificationCreate a Custom Lead Qualification Task

Create a Custom Lead Qualification Task

Learn how to create, configure, and run custom AI-powered lead qualification tasks in Seleqt using different result formats and research sources.

What Is a Custom Lead Qualification Task?

A custom Lead Qualification task allows you to create your own AI-powered research column inside a campaign.

Each task:

  • Becomes a column in the Lead qualification tab

  • Runs AI research for each lead

  • Uses selected information sources

  • Consumes credits per lead

  • Produces structured results based on your selected format

Custom tasks give you full control over how leads are evaluated before outreach.


Where to Create a Custom Task

  1. Open a campaign.

  2. Go to the Lead qualification tab.

  3. Click + Add column.

  4. Under Your research tasks, click Create a lead qualification task.

Qualification tasks can only be created and run from the Lead qualification tab.


Task Configuration Explained

When creating a custom task, you must configure four sections.


1. Name

The Name:

  • Becomes the column name in your campaign table.

  • Should clearly describe the purpose of the task.

Example:

  • ICP Fit Score

  • B2B Company?

  • Estimated Company Size

  • Primary Business Model

Clear naming improves readability and filtering later.


2. AI Instructions

This field defines what the AI should research and how it should respond.

Best practices:

  • Be specific.

  • Define expected behavior clearly.

  • Mention how the AI should format its response if needed.

Example:

“Determine whether this company primarily operates as a B2B business. Answer Yes if it mainly sells to other businesses. Answer No if it primarily sells to consumers.”

You can click Polish with AI to refine your instruction before running it.


3. Result Format

The Result Format determines how results appear and behave in the table.

Available options:

  • Short text

  • Long text

  • Number

  • Yes or No

  • Score (1 to 5)

When to use each format

Yes or No

  • For binary decisions.

  • Ideal for filtering (e.g., “Is B2B?”).

Score (1 to 5)

  • For prioritization.

  • Ideal for ranking leads (e.g., ICP fit score).

Number

  • For measurable values.

  • Ideal for numeric filtering (e.g., employee count).

Short text

  • For concise insights.

  • Easy to scan in the table.

Long text

  • For deeper research.

  • Useful for personalization context.

Choosing the correct format improves sorting, filtering, and campaign decision-making.


4. Required Information Sources

You must select one or more research sources. Each source has a credit cost per lead.

Available sources and costs:

Source

Credit Cost per Lead

Google Search

1 credit

Company website

1 credit

LinkedIn profile

1 credit

LinkedIn jobs

1 credit

Google News

1 credit

Technology stack

2 credits

You can select multiple sources.
The total cost per lead equals the sum of selected sources.

Example:

  • Google Search (1) + Company website (1) = 2 credits per lead.

  • Adding Technology stack (+2) = 4 credits per lead.


Running a Qualification Task

Once all required fields are completed, the Start research button becomes available.

Clicking it opens several options:

  • Save and don’t run

  • Run for 10 leads

  • Run for 25 leads

  • Run for full campaign

Seleqt shows:

  • Credit cost per lead

  • Total credit cost

  • Number of leads selected

Credits are only consumed when you choose a run option.


What Happens During Execution?

When a task runs:

  • Each lead is researched individually.

  • Results appear progressively.

  • Some rows may show:

    • A completed result

    • “Loading…”

    • “Data not found”

If no reliable data can be found, Seleqt clearly states that instead of generating uncertain results.


Editing and Reusing Tasks

Custom tasks:

  • Can be opened and edited.

  • Can be saved without running.

  • Can be rerun on selected leads.

Seleqt template tasks:

  • Can be opened and viewed.

  • Cannot be edited.

  • Can be run as-is.


How Results Appear in the Table

Each custom task creates a new column in the Lead qualification tab.

Columns:

  • Can be resized.

  • Can be sorted.

  • Can be filtered (depending on result type).

Different result formats behave differently:

  • Score and Number columns are ideal for ranking.

  • Yes/No is ideal for filtering.

  • Text columns provide contextual insight.


Best Practices

  • Start with small batches (10 leads) to validate output.

  • Use Score or Yes/No for decision logic.

  • Use Short text for fast scanning.

  • Use Long text for personalization research.

  • Select sources carefully to manage credit usage.


Common Questions

Can I run a task from the Leads tab?
No. Tasks must be created and run from the Lead qualification tab.

Do I lose credits if no data is found?
Yes. Credits are consumed because research was performed.

Can I change the result format after running a task?
You can edit the task configuration, but rerunning it will consume additional credits.

Can I combine multiple sources?
Yes. Credit cost increases based on the number of selected sources.


Related Articles

  • Lead Qualification Overview

  • Understanding Credit Usage

  • Lead Qualification vs Enrichment

  • Managing Campaign Leads

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