The Lead Qualifier agent automatically evaluates and scores incoming leads, helping your sales team focus on the most promising opportunities by providing intelligent qualification and prioritization.

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What it does

The Lead Qualifier agent:
  • Automatically scores leads based on predefined criteria
  • Evaluates lead quality using multiple data points
  • Prioritizes leads for sales team follow-up
  • Identifies high-intent prospects ready for engagement
  • Routes qualified leads to appropriate sales representatives

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Key Features

  • Intelligent Scoring: Uses AI to evaluate lead quality and buying intent
  • Multi-factor Analysis: Considers company fit, engagement level, and behavioral signals
  • Real-time Qualification: Processes leads immediately as they enter your system
  • Automated Routing: Directs qualified leads to the right sales team members
  • Continuous Learning: Improves qualification accuracy based on conversion outcomes

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Use Cases

  • Sales Efficiency: Help sales teams focus on the most promising leads
  • Lead Prioritization: Rank leads by likelihood to convert
  • Resource Allocation: Distribute leads based on quality and sales capacity
  • Conversion Optimization: Improve overall lead-to-customer conversion rates
  • Marketing Feedback: Provide insights on lead quality by campaign or source

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Getting Started

To enable the Lead Qualifier agent:
  1. Navigate to your CustomerOS workspace
  2. Go to Agents in the left sidebar
  3. Find and enable the Lead Qualifier agent
  4. Configure your lead scoring criteria and thresholds
  5. The agent will begin qualifying incoming leads automatically

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Configuration Options

  • Scoring Criteria: Define factors that indicate lead quality and buying intent
  • Qualification Thresholds: Set minimum scores for different qualification levels
  • Routing Rules: Configure how qualified leads are assigned to sales team members
  • Data Sources: Connect lead sources and enrichment data for comprehensive scoring
  • Feedback Loop: Enable learning from conversion outcomes to improve scoring accuracy