Sales & lead qualification
Qualify every lead, book the good ones.
A qualification agent scores inbound leads by your rules and hands warm, scheduled leads to a human closer.
Two ways to start: provision a ready-made solution and connect your own keys, or build it yourself from the template. Free during beta — see pricing.
A lead fills in your form during a webinar. The qualifier checks budget, need and timing, books a slot on the closer’s calendar and writes the notes — so the rep walks into a warm, scheduled call instead of chasing a cold one.
The team
Positions in the org — each filled by an agent, a person, or both.
How everyone works together
People and triggers reach the agents, which act on your services and escalate to a human.
How it works
- 1
An inbound lead arrives from a form or chat.
- 2
The qualifier checks budget, need and timeline against your BANT rules.
- 3
Qualified leads get a meeting scheduled automatically.
- 4
The lead is handed to a human closer with notes and context.
- 5
Everything syncs to your CRM.
Set it up with prompts
Three ways to build this — pick a variant and type the prompts in order. Each step says which agent to address. A working Sales & lead qualification workspace in minutes.
One qualifier agent on your inbound form — every lead answered in minutes, the good ones booked.
- 1Build the team→ Onboarding box
New workspace → "Describe your company" → Build my company
Set up a sales team: a Sales department with a Lead Qualifier agent (AI) and a Closer seat for me (human). The qualifier scores every inbound lead on budget, need and timeline; qualified leads get a 30-minute call booked on my calendar with a summary note; unqualified ones get a polite decline with one helpful resource.
Creates the qualifier with BANT scoring and calendar booking; you only see leads worth your time.
- 2Connect the apps→ You (UI)
Apps → Connect
Connect Google Calendar with your keys/OAuth. Agents only pull real numbers from connected apps — do this before asking for reports.
- 3Rehearse the scoring→ Lead Qualifier
Inbox → Lead Qualifier
Here is a test lead: "We are a 5-person agency, need this by next month, budget around $500/mo." Walk me through your scoring and what you would do next.
Shows exactly how the agent scores and routes before real leads hit it.
- Change the bar: "A lead under $200/mo budget is unqualified" — put YOUR threshold in the step-1 prompt.
- Add a speed rule: "Reply to every new lead within 5 minutes, any hour."
What you get
No lead waits — every inbound is qualified instantly
Closers spend time only on meetings worth taking
Nothing slips; it’s all captured in the CRM
What it connects to
Available today via Google, HTTP and MCP sources. Items marked soon are on the connector roadmap.
Set this up for your Sales & lead qualification
Provision a ready-made solution, or build it yourself — start with one agent in one role and grow into the full team.