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Qualify and boost deals with AI (AI Score and AI Coach)

Updated 2026-07-08

In two lines: the AI Score rates each prospect's quality so you handle the best ones first, and the deal's AI Coach suggests the next step. Both are optional and are turned on in CRM > Settings.

What does the AI Score do?

When you enable AI Scoring, each prospect that comes in receives an AI Score: a quality rating that classifies it as Hot, Warm, Medium, or Cold. It serves to prioritize without reading the whole inbox: the hot ones first.

To turn it on, go to CRM > Settings and enable AI Scoring. From then on, the score appears on each prospect in the inbox. See The prospect inbox: receive, qualify, and convert into a deal.

What does the deal's AI Coach do?

The deal's AI Coach analyzes a deal's conversation and returns:

  • Actionable recommendations on the next step.
  • A risk level (low, medium, or high) so you know which deals need attention.

You activate it by choosing an agent in the Coach's settings. Then, inside any deal, you update it to regenerate the recommendations when the conversation has moved forward.

The Coach doesn't replace your judgment: it orders your priorities and suggests where to go next. The decision is still yours.

Do I need to configure anything else?

The CRM's AI features use the agent you define for the module. If, when opening the Coach, you see a notice that it's not configured, go configure it and choose an agent; only then does it start generating recommendations.

Next step: while you work the deal, let the follow-up run on its own with Automate follow-up: Sequences and booking pages.

Still have questions?

Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it directly about what you see on screen.