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Lead qualification
lead-qualification
Qualify new leads, capture budget and timing, book the call.
voice · sms · email · chat
Run fee shown is per agent, per month, charged only while that agent is enabled. A platform plan is required — from $99/mo. SMS and usage charges are billed separately.
Rules it starts with
- · No pricing commitments
- · Stop on request
Tools it expects
GmailHubSpot
Connect them when you're ready — the agent stays in draft until you do.
Working context
Build a quote follow-up agent. For clients whose quotes have gone quiet after 3 days it drafts a short follow-up asking whether they want to proceed or need a change, logs the answer against the job, and books me in when they want to talk to a human. It follows up only in business hours and stops after two attempts.