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
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
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
Getting Started
To enable the Lead Qualifier agent:- Navigate to your CustomerOS workspace
- Go to Agents in the left sidebar
- Find and enable the Lead Qualifier agent
- Configure your lead scoring criteria and thresholds
- The agent will begin qualifying incoming leads automatically
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