SureGate

Last checked against the product on 1 August 2026

Growth and Pro only

Most businesses have at least one hard line. Below a certain size you cannot serve them profitably. Outside certain places you cannot serve them at all. Under a certain budget the conversation is a waste of everybody's time.

SureGate is where you write those lines down, and where your Aijent enforces them.

You will find it on the SureGate tab of your Aijent.

Why this is different from everything else

Your Aijent already screens visitors in two softer ways. Qualification level decides how much it learns first. Visitor Screening makes a judgement about whether somebody looks like a fit.

Both are judgements. SureGate is not. It is a rule, and three things follow from that.

It is exact. "Under fifty thousand" means under fifty thousand, not roughly.

It is consistent. The same visitor gets the same answer every time.

Your Aijent cannot be talked out of it. This is the part worth understanding properly.

Your Aijent never knows your thresholds

Your criteria are never given to the agent. It is told what to find out, and the exact question to ask, but it is never told what counts as good enough.

The decision is made by the server, after the conversation, using your rules.

That matters because it means a visitor cannot argue their way past it. There is no number they can be told, no threshold they can negotiate towards, and nothing the agent can be persuaded to overlook, because the agent genuinely does not know what the line is.

Setting up a criterion

Select Add Criteria and you are describing one fact and what to do about it.

What fact? Whatever the line is about. Funds under management, number of employees, country, budget.

Value type. A Number, an amount of Currency, or a Category for things like countries or industries.

Direction. Whether higher is better or lower is better.

Your two thresholds. Where a visitor is a clear Go, and where they are a Review. Anything past that is a No-go.

The unit, for currency. Choose the scale separately: ones, thousands, millions or billions. This is deliberately not free text, because typing 10 when you meant ten million is the sort of mistake that quietly rejects every good lead you have.

The question to ask. Written for you and fully editable. This is asked word for word if the visitor has not already mentioned it, so it should sound like you.

Test it before you go live

There is a simulator on the same page. Put in a hypothetical visitor and it shows you the verdict and which criterion decided it.

Use it. It runs the same engine that runs live, so what you see there is exactly what a real visitor would get.

How the decision is made

The strictest outcome wins. One No-go is a No-go, however good everything else looks.

Unknown facts are never held against a visitor. If your Aijent could not establish something, that is not treated as a failure.

A visitor who declines to answer is sent for review, never declined. Refusing to say your budget is not the same as having no budget.

What each outcome does

Go. Nothing visible changes. Your Aijent continues and offers the meeting or the link as normal.

Review. The visitor is not turned away, but they are not pushed either. What happens follows your Visitor Screening setting for when it is unsure: either carry on and offer anyway, tagged for you to look at, or hand off to your team instead.

No-go. Your Aijent stops selling and becomes helpful instead. It carries on answering their questions properly. It does not announce that they have been rejected.

What a declined visitor actually experiences

This is the part most people get wrong when they imagine it, so it is worth being clear.

Nothing is said unprompted. A visitor who never asks to book simply has a useful conversation with a helpful assistant and leaves. They are never told they did not qualify.

If they do ask to proceed, they get your decline message: warm, and framed around who you do serve. It never names the line they missed and never quotes your threshold.

That message is written for you from your own criteria, and you can edit it. If you edit it, it stops updating itself, and Regenerate from criteria turns that back on.

If they insist anyway, your Aijent offers to take their details for the team once. Your team decides. The note that reaches you says plainly that this visitor was below your threshold but asked anyway, so nobody is misled about what they are looking at.

Once declined, always declined

Within a single conversation, a No-go does not reverse. A visitor cannot revise their answer upwards and try again.

That is deliberate. Without it, a determined visitor would simply keep adjusting their story until they got through, which is precisely what SureGate exists to prevent.

Before it will run

SureGate builds on Visitor Screening, and it will not run without it. You need:

1. Visitor Screening switched on, with its criteria generated. Not just the toggle: you must have pressed generate so the criteria exist.
2. SureGate switched on.
3. At least one criterion with valid thresholds.

Your dashboard will not let you create an impossible combination, and it tells you which piece is missing.

Both are off until you turn them on, and setting them up is worth doing properly rather than quickly.

Start with one line

Do not build ten criteria on your first attempt. Take the single hard line that matters most, set it, test it in the simulator, and watch it for a week.

The most common mistake is being stricter than your business really is. Every criterion you add turns somebody away, permanently, without a human ever seeing them.

SureGate is available on Growth and Pro. You can see your current plan and change it on your billing page.