What it does
The Lead Qualifier agent:- Automatically qualifies leads based on stage and engagement signals
- Evaluates lead quality using multiple data points
- Prioritizes leads for sales team follow-up
- Identifies high-engagement evaluation prospects needing sales attention
- Routes qualified leads to appropriate sales representatives
Key Features
- Intelligent Classification: Uses AI to evaluate lead stage 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 qualification criteria
- The agent will begin qualifying incoming leads automatically
Configuration Options
- Stage Criteria: Define factors that indicate lead quality and buying intent
- Sales Attention Rules: Set criteria for flagging high-engagement evaluation leads
- Routing Rules: Configure how qualified leads are assigned to sales team members
- Data Sources: Connect lead sources and enrichment data for comprehensive analysis
- Feedback Loop: Enable learning from conversion outcomes to improve qualification accuracy