How to Set Hot and Warm Thresholds

Summary

Overview: Pippin scores each lead from 0 to 100. The hot and warm thresholds decide which score counts as Hot, Warm or Cold, so your team can focus on the best leads first.

Prerequisites:

• You are the Admin of the workspace.
• At least one enabled attribute has an Importance, so leads get a score. See How to Set Up Lead Scoring.

How Pippin Decides

1. Pippin scores the lead from 0 to 100.
2. If the score is at or above Hot ≥, the lead is Hot.
3. Otherwise, if the score is at or above Warm ≥, the lead is Warm.
4. Any lower score is Cold.
5. A customer who clearly asks for a meeting, or books one, gets at least your Hot ≥ score, so the lead is Hot. See How Pippin Reads and Scores a Lead.

Limits

• Hot ≥ can be 1 to 100. Warm ≥ can be 1 to 99.
• Hot ≥ must be higher than Warm ≥.
• New workspaces start at Hot ≥ 70 and Warm ≥ 40.
• Applying Generate from KB or a Quick-Start pack also sets the thresholds, replacing yours. A Quick-Start pack sets them even when every attribute in it was skipped.
• During setup, the lead scoring Pippin builds sets the thresholds too, unless your workspace already had attributes.

Step-by-Step Instructions

Step 1: Open the Lead Scoring strip

1. In the left menu, go to Settings › AI Studio.
2. Click the Attributes tab. The Lead Scoring strip is at the top.

Step 2: Change the thresholds

1. Type the lowest score for a hot lead in Hot ≥, for example 75.
2. Type the lowest score for a warm lead in Warm ≥, for example 45.
3. Click Save thresholds. The button turns on only after you change a number.
4. The message "Thresholds saved." appears.

Step 3 (optional): Ask Pippify Coach

1. Open Pippify Coach and ask, for example, "Set my hot threshold to 80 and warm to 50."
2. Coach shows a Proposed change card. As the Admin, click Apply to save it, or Dismiss. Coach can't propose a hot threshold that isn't higher than the warm one.

Verify It Worked

Success criteria:

• After you reload the page, Hot ≥ and Warm ≥ show your numbers.
• Leads Pippin scores from now on carry a Hot, Warm or Cold label that matches your thresholds.

Troubleshooting

Common errors

• "Hot threshold must be greater than warm.": Hot ≥ is the same as or lower than Warm ≥. Fix: raise Hot ≥ or lower Warm ≥.
• "Failed to save thresholds.": the save didn't go through, for example because a number is out of range. Fix: use whole numbers in range and try again.
• Save thresholds stays grey: the numbers match what is saved. Fix: change a number first.

Limitations & considerations

• Leads are labelled with the thresholds in place when Pippin scores them.

Next Steps & Related Resources

• Next steps:
  • How to Use the Hot Leads Report
  • How to Use the Leads Table, Board and Filters
• Related articles:
  • How to Set Up Lead Scoring
  • How Pippin Reads and Scores a Lead
  • How the AI Voice Agent Scores Callers
  • How to Apply or Dismiss a Change Coach Suggests

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/19/2026