Does the agent make every decision on its own?
No. The workflow can include approval points and human handoffs for ambiguous, sensitive or consequential decisions.
Automation — Sales
Lead Qualification
Automatic scoring and enrichment so your team only spends time on leads that can actually buy.
Trigger
A raw lead enters the system
The journey
Step by step, in the open.
Step 01
Capture
Lead collected from every source into one place.
Step 02
Enrich
Missing details gathered and verified.
Step 03
Score
Ranked against your qualification criteria.
Step 04
Segment
Hot, nurture or disqualified routes assigned.
Step 05
Assign
Owner allocated with a recommended next action.
Connected systems
CRMAds platformsFormsWhatsApp
Outcome
Sales time goes to the leads most likely to close.
Runs on
Software this automation connects to.
Common questions
Designing a dependable handoff.
Can this automation connect to our current tools?
Connections depend on provider APIs, account access and data rules. Those are checked before an integration is included in the agreed scope.
What happens when the workflow cannot complete a task?
Exceptions can be routed to a team member with the available context. The routing and notification rules are defined during implementation.
15 — Start
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