Illustrative example · AI Agent
Lead Qualification Agent
An example of preparing lead research, a reply draft, and CRM notes for a sales team to review.
Lead Qualification Agent
The challenge
An enquiry arrives, but someone still needs to research the company, check the CRM, and decide how to respond. That preparation can delay the first useful conversation.
The proposed approach
The proposed agent collects lead and company information, checks fit, and drafts a summary and reply. Larger accounts go to a person for review before a message is sent.
The intended benefit
The aim is to give sales the context for a first conversation and make lead routing easier to check. Response time and CRM accuracy would show whether it helps.
Workflow
How this workflow could run.
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Step 01
Collect new leads from forms, inboxes, or the CRM.
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Step 02
Research the company, contact role, and likely fit.
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Step 03
Score each lead and explain the reasons in a short summary.
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Step 04
Draft a reply, notify the team in Slack, and prepare CRM updates.
Testing the idea
What to check in a working version.
This is a hypothetical workflow design. The steps and checks describe a possible build, and the intended benefits would need to be tested with real work.
The example problem
An enquiry arrives, but someone still needs to research the company, check the CRM, and decide how to respond. That preparation can delay the first useful conversation.
What to test
The aim is to give sales the context for a first conversation and make lead routing easier to check. Response time and CRM accuracy would show whether it helps.
Steps to automate
- Collect new leads from forms, inboxes, or the CRM.
- Research the company, contact role, and likely fit.
- Score each lead and explain the reasons in a short summary.
Where people review the work
- Approve sensitive actions before they run
- Review uncertain or unusual cases
- Adjust rules when the workflow changes
Possible tools
Checks before launch
- Keep irreversible or sensitive steps behind approval.
- Log the inputs, output, and reason for each important decision.
- Send uncertain results to a person for review.
Results to measure
- Time to first useful reply
- Accuracy of CRM notes
- Whether routing reasons are clear to sales
What a working build should include
- A workflow map showing what starts a run, which sources it uses, and where the output goes.
- A review screen where a person can inspect the evidence, edit the output, and approve or reject an action.
- A run log showing the inputs, sources, output, and actions taken, including errors.
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