In production with clients
Automated AI Lead Qualification Agent
Inbound form and chat leads scored, asked the right questions, and booked onto the calendar.
The agent we install under AI & Business Automation. It sits on the contact form and chat, uses the sales team’s qualification questions, and writes the result into HubSpot or Salesforce.
Meetings only hit the calendar when answers match the rules in the statement of work. Transcripts stay on the CRM record.
Capabilities
What Automated AI Lead Qualification Agent covers
3 modules
OpenAI or Anthropic backend
Model choice is in the SOW; prompts are versioned with the install.
HubSpot and Salesforce write-back
Score, answers, and transcript on the contact record.
Calendar booking
Qualified leads pick a slot on the round-robin calendar you already use.
Install
How we onboard
Three phases from signed SOW to a runbook your team can operate without us in the loop.Installing Automated AI Lead Qualification Agent
- 01
Scope the install
We map your stack, accounts, and the first workflows the product should cover.
- 02
Configure on your accounts
We wire the product into your CRM, ad accounts, or internal tools — not a shared demo.
- 03
Hand off with a runbook
Your team gets a short runbook and a weekly check-in until the install is stable.
FAQ
Questions before we install
- HubSpot and Salesforce are the supported write-backs. Other CRMs are possible if they expose contacts, notes, and a calendar integration we can book against.
Get started
Scope Automated AI Lead Qualification Agent on your stack
Tell us what systems this has to connect to. We will write what the install covers before anyone touches an API.