Sales use case
Build an AI agent that qualifies every inbound lead in under a minute
Enrich the company, score it against your ICP, write the research summary and route it to the right rep — before the lead cools off.
Works with
Works with the tools your team already uses
< 60s
from form fill to routed lead
3x
more leads researched per rep
0
manual CRM data entry
How the lead qualification agent works
New lead lands
Form fill, inbound email or CRM record triggers the agent instantly.
Enrich
Company size, industry, funding, tech stack and recent news are pulled in automatically.
Score against your ICP
Your qualification rules produce a score, a tier and a written rationale.
Route with context
The right rep gets the lead, the research brief and a suggested first message.
What makes it different
Your ICP, your rules
Encode fit criteria as a skill and change it without touching code.
Research every rep would skip
The agent reads the site, the news and the CRM history before it scores.
CRM stays clean
Structured fields written back to HubSpot or Salesforce — not free-text notes.
Instant follow-up drafts
A personalised first-touch email waits in the rep's inbox.
Ask it anything
No workflow builder to learn. Talk to the agent the way you'd brief a colleague, and watch each step of its work in the thread.
Qualify this lead against our ICP and explain the score.
Enrich today's form fills and route anything above tier B to the AE team.
Draft a first-touch email referencing their recent funding round.
Show me last week's disqualified leads and the reasons why.
Everything the agent needs, built in
Isolated connections
Each user connects their own accounts — nothing is shared unless you say so.
Model choice
Pick fast, balanced or deep-reasoning models per agent and switch any time.
Triggers and schedules
Run on a schedule, on a new email or from a webhook — no babysitting.
Governed by default
Role-based access, audit logs and usage limits across the workspace.
Common questions
Can it work with our existing CRM fields?
Yes — map the fields once and the agent writes back to them on every run.
What if the score is borderline?
The agent asks a clarifying question in the thread instead of guessing.
Explore other use cases
Build your lead qualification agent
Connect your tools, start from a template and have it running in an afternoon.