Lead Qualification Agent
AI-powered lead scoring and routing
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.
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
π Qualification Criteria
Define what makes a lead "qualified" for your business:
π Scoring Thresholds
Define score ranges and actions:
π― Output Actions
What happens after qualification:
Input & Output Schema
π₯ 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..."
}π€ 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
π‘ Best Practices
β Do
- β’ Start with 3-5 key qualification criteria
- β’ Review and adjust thresholds monthly
- β’ Connect to your CRM for seamless handoff
- β’ Set up different routing for different scores
β Don't
- β’ Over-complicate with too many criteria
- β’ Set thresholds without reviewing results
- β’ Ignore warm leads - they convert too!
- β’ Forget to update criteria as business evolves
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