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AI agent for sales and marketings

Inbound Lead Qualification Agent

Qualify and route every inbound lead within 15 minutes

Sales and outreachSales
See how it worksGet access
Inbound Lead Qualification Agent: what goes in, what the agent does and what you get

What it does

Inbound leads go cold quickly, and wrong routing wastes the first hours. When a form arrives, this agent enriches the company and contact. It checks that company size, industry and region are known; if not, it tries a second data source or the website of the email domain. Free email domains need a second check before any rejection. It then checks the CRM for existing accounts, owners and open deals; leads at accounts with open deals go to the deal owner, never to round robin. It scores fit against the ideal customer profile and intent from the form, and routes the lead to an account owner, an SDR, nurture or rejection as spam. It drafts the first response. The SDR approves the first email and any routing exception. Edge case: a lead from a company with an open deal goes to that deal's owner.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN New inbound form 2 USES A TOOL Enrich the company and contact 3 CHECKS THE RESULT Are company size, industry and region known? If not: try a second data source or the email domainwebsite. Back to step 2. 4 USES A TOOL Check the CRM for existing accounts, owners and opendeals 5 DOES Score fit and intent and pick a route 6 USES A TOOL Draft the first response 7 YOU APPROVE SDR approves the first email and any routingexception 8 RESULT Lead routed and logged
Read the steps as a list
  1. New inbound form
  2. Enrich the company and contact
  3. Are company size, industry and region known?If not: try a second data source or the email domain website. Back to step 2.
  4. Check the CRM for existing accounts, owners and open deals
  5. Score fit and intent and pick a route
  6. Draft the first response
  7. SDR approves the first email and any routing exceptionThe agent waits here for your OK.
  8. Lead routed and logged

How it decides

Fit score from the ICP plus intent from the form. Existing owners always take priority over round robin.

  • Leads at accounts with open deals go to the deal owner
  • Below-threshold fit goes to nurture
  • Free email domains need a second check before rejection

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • ICP fields and weights
  • Fit threshold for SDR versus nurture
  • Response time target (default 15 minutes)
  • Data sources

What keeps you in control

It always asks you first

  • First email to the lead
  • Rejecting a lead as unfit

Hard limits

  • Never sends the first email without approval
  • Never overwrites existing owner fields

It stops when

  • Done: lead routed
  • Stop: form data clearly spam

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensAt 3:12 p.m., a lead from a 120-person logistics firm came in with a personal email address. The first lookup found nothing, so the data check failed. The agent searched the company name from the form and found its website, confirming size and region. Fit was high and the account had no owner, so it went to the SDR queue with a draft reply, approved at 3:30 p.m.

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