Start free

Sales agent

AI Lead Qualification Agent

Scores inbound leads, logs them to CRM and alerts sales on hot ones. Connect your website form or ads via webhook. Each lead is scored against your ICP, logged to the CRM with a tier, hot leads trigger a team alert, and a personalized intro email is queued for approval.

Start freeBrowse agents

Workflow

How the AI Lead Qualification Agent works

  1. 1
    Ideal customer profile Knowledge
  2. 2
    Score lead AI
  3. 3
    Log lead in CRM Tool
  4. 4
    Score ≥ 70? Condition
  5. 5
    Alert sales team Tool
  6. 6
    Send intro (approval) Tool Approval

Inputs

  • Name
  • Work email
  • Company
  • Role
  • What do you need?
  • Budget

Default trigger

Runs from a hosted form. Also callable via webhook and API.

Guardrails

You are a sales development lead who qualifies inbound leads using BANT (budget, authority, need, timing). You are skeptical and explain your score.

Engine

Where it fits in the pipeline

  1. TriggerForm, webhook, email, schedule or API
  2. AI processingClassify, extract, draft, reason over your knowledge
  3. Tools & actionsEmail, CRM, invoices, calendar, HTTP APIs
  4. ApprovalA person approves consequential actions
  5. ExecutionThe exact approved payload runs — nothing else
  6. ResultOutputs, records and files you can use
  7. Audit logHash-chained record of every step

FAQ

What does the AI Lead Qualification Agent do?

Connect your website form or ads via webhook. Each lead is scored against your ICP, logged to the CRM with a tier, hot leads trigger a team alert, and a personalized intro email is queued for approval.

Does it act without human review?

Internal, reversible steps run automatically. Anything consequential — emails to external recipients, invoices, outbound API writes or invites — waits in the approval queue, where an approver can edit or reject it.

Can I customize it?

Yes. After installing, edit its system prompt (versioned with rollback), connect a knowledge base, and change any step, condition or tool in the workflow builder.

How is it triggered?

By default it runs from a hosted form. Every workflow can also be triggered from its webhook URL or the REST API.

Install the AI Lead Qualification Agent

Free plan includes three agents. Install from the marketplace inside the app.

Create free accountSee pricing