What This Agent Does

The Lead Qualification Agent automatically analyzes incoming leads, scores them based on your criteria, and routes hot leads to your sales team instantly. No more manual lead sorting - let AI handle the qualification so your team can focus on closing.

85%

Time saved on lead review

Faster response to hot leads

40%

Increase in qualified meetings

How It Works

Lead Comes In

A new lead submits a form, triggers a webhook, or is pushed from your CRM.

AI Analyzes & Scores

The agent evaluates the lead against your qualification criteria and assigns a score (0-100).

Enriches Data

Optionally enriches the lead with company info, LinkedIn data, and other insights.

Routes & Notifies

Hot leads are instantly routed to your sales team via Slack, email, or CRM assignment.

Configuration Options

📋 Qualification Criteria

Define what makes a lead "qualified" for your business:

Company size ≥ 50 employees

+20 points

Budget ≥ $5,000/month

+25 points

Decision maker role

+30 points

Timeline ≤ 3 months +15 points

Specific industry match +10 points

📊 Scoring Thresholds

Define score ranges and actions:

80-100

🔥 Hot - Notify immediately

50-79

⚡ Warm - Add to nurture

0-49

❄️ Cold - Archive

🎯 Output Actions

What happens after qualification:

Send Slack notification Create/update CRM contact Send email to sales rep Add to email sequence

Input & Output Schema

📥 Input (Webhook Payload)

{
  "email": "jane@example.com",
  "name": "Jane Smith",
  "company": "Acme Corp",
  "job_title": "VP of Operations",
  "company_size": "250",
  "budget": "$15,000/month",
  "timeline": "Q1 2026",
  "message": "Looking to automate..."
}

📤 Output (Agent Response)

{
  "lead_score": 92,
  "qualification": "HOT",
  "score_breakdown": {
    "company_size": 20,
    "budget": 25,
    "decision_maker": 30,
    "timeline": 15,
    "engagement": 2
  },
  "recommended_action": "immediate_outreach",
  "enriched_data": {
    "linkedin_url": "...",
    "company_revenue": "$50M"
  }
}

Example Slack Notification

Lead Qualification Agent APP 2:34 PM

🔥 Hot Lead - Score: 92/100

Name: Jane Smith

Title: VP of Operations

Company: Acme Corp (250 emp)

Budget: $15,000/month

Message: "Looking to automate our lead qualification process. Currently spending 20+ hours per week manually reviewing leads..."

Score breakdown: Company size +20 • Budget +25 • Decision maker +30 • Timeline +15 • Engagement +2

💡 Best Practices

✅ Do

• Start with 3-5 key qualification criteria
• Review and adjust thresholds monthly
• Connect to your CRM for seamless handoff
• Set up different routing for different scores

❌ Don't

• Over-complicate with too many criteria
• Set thresholds without reviewing results
• Ignore warm leads - they convert too!
• Forget to update criteria as business evolves

Lead Qualification Agent