SALES AUTOMATION

Instant Lead Qualification

An AI sales agent evaluates inbound leads in real time, applies qualification logic, and routes high-intent contacts without manual review.

The Problem

Most inbound leads are either:

  • Too early

  • Not a fit

  • Or routed too slowly to convert


Sales teams waste hours manually reviewing forms, emails, and messages—while high-intent prospects wait or drop off.

The Solution

An AI sales agent that qualifies every inbound lead automatically.

The agent:

  • Evaluates intent, fit, and urgency in real time

  • Applies your exact qualification criteria

  • Routes or responds instantly based on lead quality

    No inbox triage. No delayed follow-ups.

    How It Works

  1. Lead Capture
Inbound leads arrive via forms, chat, email, or API.



  2. AI Qualification
The agent analyzes inputs using predefined logic (company size, budget, intent signals, keywords).


  3. Decision & Routing
High-intent → sales calendar, CRM, Slack Medium-intent → nurturing flow Low-intent → automated response or archive



  4. Continuous Learning
Qualification logic improves based on outcomes and feedback.

Key Capabilities

  • Real-time lead scoring

  • Custom qualification logic

  • Multi-channel intake (forms, chat, email)

  • CRM & calendar integrations

  • Automated responses and routing

  • Full audit trail of decisions

Example Outcome

Before:

Sales reps review every inbound lead manually.

After:

Only sales-ready prospects reach the team—qualified and pre-contextualized.

Result:

Faster response times, higher conversion rates, zero wasted review time.

How It Works

  1. Lead Capture
Inbound leads arrive via forms, chat, email, or API.



  2. AI Qualification
The agent analyzes inputs using predefined logic (company size, budget, intent signals, keywords).


  3. Decision & Routing
High-intent → sales calendar, CRM, Slack Medium-intent → nurturing flow Low-intent → automated response or archive


  4. Continuous Learning
Qualification logic improves based on outcomes and feedback.

Best For

  • SaaS platforms

  • Subscription businesses

  • Marketplaces

  • Teams scaling without expanding support headcount

Deliver instant support—without scaling your team.

Let an AI agent handle routine support while your team focuses on complex cases.

More use cases

More use cases

Explore more use cases

Explore more use cases

SUPPORT OPERATIONS

24/7 Customer Support Automation

An AI support agent handles common questions, resolves routine issues, and escalates edge cases to human agents when needed.

SUPPORT OPERATIONS

24/7 Customer Support Automation

An AI support agent handles common questions, resolves routine issues, and escalates edge cases to human agents when needed.

SUPPORT OPERATIONS

24/7 Customer Support Automation

An AI support agent handles common questions, resolves routine issues, and escalates edge cases to human agents when needed.

Operations Automation

AI Internal Request Handling

Automate internal requests, approvals, and handoffs so teams move faster without manual coordination.

Operations Automation

AI Internal Request Handling

Automate internal requests, approvals, and handoffs so teams move faster without manual coordination.

Operations Automation

AI Internal Request Handling

Automate internal requests, approvals, and handoffs so teams move faster without manual coordination.

FAQ

FAQ

Frequently Asked Questions

Frequently Asked Questions

What exactly is an AI agent in this context?

An AI agent is an autonomous system designed to handle specific business tasks end-to-end. Unlike simple chatbots, AI agents can reason, take actions, integrate with tools, and follow defined workflows. In Agent OS, agents are built to operate reliably in real business environments, not as demos or experiments.

How is this different from a chatbot or no-code automation?
Can these agents integrate with our existing tools and systems?
How reliable and secure are AI agents in production?
Who is this template built for?
What exactly is an AI agent in this context?

An AI agent is an autonomous system designed to handle specific business tasks end-to-end. Unlike simple chatbots, AI agents can reason, take actions, integrate with tools, and follow defined workflows. In Agent OS, agents are built to operate reliably in real business environments, not as demos or experiments.

How is this different from a chatbot or no-code automation?
Can these agents integrate with our existing tools and systems?
How reliable and secure are AI agents in production?
Who is this template built for?
What exactly is an AI agent in this context?

An AI agent is an autonomous system designed to handle specific business tasks end-to-end. Unlike simple chatbots, AI agents can reason, take actions, integrate with tools, and follow defined workflows. In Agent OS, agents are built to operate reliably in real business environments, not as demos or experiments.

How is this different from a chatbot or no-code automation?
Can these agents integrate with our existing tools and systems?
How reliable and secure are AI agents in production?
Who is this template built for?

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