Sales & Lead Qualification
Qualify every inbound lead instantly. Never miss a hot prospect. Schedule calls automatically. Follow up on cold leads.
The sales agent workflow
Instant acknowledgment
The moment a form submission or inquiry email arrives, the agent responds with a personalized message — not a template.
Qualification questions
The agent asks targeted questions: What are you looking for? What's your timeline? What have you tried? What's your budget range?
Intelligent routing
Based on the answers, the agent either: schedules a call with your sales team, provides information and nurtures the lead, or flags as low priority.
Automated follow-up
If the prospect goes silent, the agent follows up at appropriate intervals with relevant content and gentle nudges.
CRM logging
Every interaction is logged to the built-in CRM. Your sales team sees the full conversation history before their first call.
Without an AI sales agent
Demo request comes in at 7 AM. Sales team starts at 9 AM. By then the prospect is in meetings. Response comes 6 hours later. Prospect has already booked a demo with a competitor.
With Custom Agents
Demo request at 7 AM. Agent responds at 7:01 AM with personalized email. Asks about team size, use case, timeline. Offers three available call times. Prospect books a demo before breakfast.
What the agent can do
- Qualify budget, timeline, and fit before a human ever gets involved
- Schedule calls directly via Google Calendar or Calendly integration
- Send relevant case studies based on the prospect's industry or use case
- Follow up on cold leads with a sequence of increasingly valuable touchpoints
- Hand off warm leads to your sales team with full context and conversation history