Custom Agents
Use Cases

Sales & Lead Qualification

Qualify every inbound lead instantly. Never miss a hot prospect. Schedule calls automatically. Follow up on cold leads.

Use Case

Qualify leads in seconds, not days

When a prospect fills out your contact form, they're at peak interest. The first business to respond is the one that wins. Your AI agent responds in seconds with personalized qualification questions.

The sales agent workflow

Instant acknowledgment

The moment a form submission or inquiry email arrives, the agent responds with a personalized message — not a template.

Qualification questions

The agent asks targeted questions: What are you looking for? What's your timeline? What have you tried? What's your budget range?

Intelligent routing

Based on the answers, the agent either: schedules a call with your sales team, provides information and nurtures the lead, or flags as low priority.

Automated follow-up

If the prospect goes silent, the agent follows up at appropriate intervals with relevant content and gentle nudges.

CRM logging

Every interaction is logged to the built-in CRM. Your sales team sees the full conversation history before their first call.

Before

Without an AI sales agent

Demo request comes in at 7 AM. Sales team starts at 9 AM. By then the prospect is in meetings. Response comes 6 hours later. Prospect has already booked a demo with a competitor.

6+ hours to qualification
After

With Custom Agents

Demo request at 7 AM. Agent responds at 7:01 AM with personalized email. Asks about team size, use case, timeline. Offers three available call times. Prospect books a demo before breakfast.

< 1 minute to qualification

What the agent can do

  • Qualify budget, timeline, and fit before a human ever gets involved
  • Schedule calls directly via Google Calendar or Calendly integration
  • Send relevant case studies based on the prospect's industry or use case
  • Follow up on cold leads with a sequence of increasingly valuable touchpoints
  • Hand off warm leads to your sales team with full context and conversation history

Never miss another hot lead

Your AI agent qualifies every inbound lead instantly. 24/7. No leads slip through the cracks.