Managed AI employee role
Automated preliminary qualification.
An AI assistant that engages inbound leads, asks qualifying questions, and gathers data before your team steps in.
Intended outcomes
- Provide preliminary engagement for inbound prospects.
- Engage leads quickly while they are active.
- Apply consistent scoring criteria to new inquiries.
Agent capabilities
Framework qualification
Configured to gather specific criteria like Budget, Need, and Timeline.
Dynamic questioning
Adapts follow-up questions based on the prospect's answers.
CRM enrichment
Updates designated fields in your CRM with the gathered data.
Example workflow
Inbound web lead
- Lead submits a web form.
- Agent texts to ask about their timeline and budget.
- Lead provides details.
- Agent categorizes the lead and alerts the sales team.
Common Questions
What if a lead gets frustrated?
The agent is instructed to remain polite and can trigger an immediate human handoff if sentiment drops or confusion occurs.
When does it reply?
It can be configured to reply shortly after form submission, engaging leads while they are still near their device.