How-to
How to automate lead qualification with AI agents
Automate first-touch lead qualification so hot leads never go cold. Pattern:
- Create a Qualifier agent: instruct it to score/classify an inbound inquiry (fit, intent, urgency).
- Give it tools to enrich via your API (http_request) and to notify sales (Slack/email).
- Add a Router step that sends qualified leads to the right person with a short summary.
- Trigger the workflow with a webhook from your form/CRM so it runs the moment a lead arrives.
Because the agent reasons over each lead, it handles the messy, varied inputs that rule-based routing gets wrong.