Five agents,one job each
Capture, qualify, follow up, book and sync. Every stage has a written rule for when a person takes over.
Capture every inbound lead
Picks up leads from forms, site chat, shared inboxes and ad lead forms. Removes duplicates and enriches the record before anyone looks at it.
Hands to a person whenthe lead belongs to an open opportunity. It goes straight to that owner.
- Listens to
- Web forms, site chat, shared inboxes, ad lead forms
- Produces
- One clean record with source attribution
Qualify against your own rules
Scores fit and intent using the criteria your team already applies, and asks the follow-up questions a good SDR would ask. Every score comes with its reasons in plain language.
Hands to a person whenthe score crosses your threshold, or the lead asks to speak to someone.
- Uses
- Your ICP definition, territory rules, past win data
- Produces
- A score with the reasons written out
Follow up in your voice
Runs sequences across email, SMS and WhatsApp from your approved message library. Stops as soon as someone replies and responds to what they actually said.
Hands to a person whena reply raises pricing, contract terms or anything outside approved answers.
- Channels
- Email, SMS, WhatsApp, voice (you choose which)
- Guardrails
- Approved messages, send windows, opt-out handling
Book the right rep
Finds a time that suits the prospect and the assigned rep, sends the invite, handles reschedules and writes a short brief for the call.
Hands to a person whenthe account needs a named owner or an executive sponsor.
- Connects to
- Team calendars and routing rules
- Produces
- A confirmed meeting and a call brief
Keep the CRM true
Writes every touch, score and outcome back to your CRM as it happens, so forecasts don't depend on reps typing notes at the end of the day.
Hands to a person whena field conflicts with a manual edit. It flags the conflict and never overwrites a rep's change.
- Writes
- Activities, stages, scores, notes, owner changes
- Produces
- An audit trail for every automated action
Watch one leadget handed off
One illustrative inbound lead, from first touch to a booked meeting. Step through it or let it play.
- AgentLead arrives
- Upcoming: Lead enriched
- Upcoming: Scored 82 out of 100
- Upcoming: Follow-up email sent
- Upcoming: Reply asks about volume pricing
- Upcoming: Rule fires: hand-off to the account owner
- Upcoming: Rep books a meeting
- Upcoming: CRM updated, audit entries written
09:02
Lead arrives
A request comes in through the website form and the capture agent opens a lead record.
- Source
- Website form
- Contact
- Jordan Lee, Head of Operations
- Company
- Example Logistics
Your team decideswhere the agents stop
You set the hand-off rules before launch and can change them at any time. Agents never negotiate, discount or commit on your behalf unless you allow it.
- Pricing and contract questionsPersonRouted to the account owner with the conversation so far.
- High-fit accountsPersonAbove your score threshold, a rep takes the first call.
- New message templatesPerson approvesNothing new is sent until a manager approves it.
- Routine follow-up and schedulingAgentHandled end to end and logged in the CRM.
How a pilotgoes live
Agents earn their share of your leads. Each step ends with something your team can check before the next one starts.
Prepare
Nothing changes for your reps yetProve it before launch
Tested on leads that already happenedBelow target: adjust the rules and messages, then run the evaluation again.
Go live
A share of real leads, compared with your teamConnect systems
Link your CRM, inboxes, calendars and lead sources with read access first, so the agents can see how leads move today.
- In practice
- Least-privilege access, read-only until the rules are agreed
- You get
- A map of where your leads come from and where they end up
See it on your own lead flow
Book a demo