Inbound Lead Routing Agent
Every inbound request gets scored and in front of the right rep within minutes.
Scores inbound requests and routes each one to the right rep within minutes. It follows your workflow, works across the systems your team already uses, and brings people in when judgment is needed.
Works with the tools your team already uses
Meta Marketing APIDemo coming soon
Watch the Inbound Lead Routing Agent in action
Where it starts
Start the workflow where the work begins
- 01
Email
An email starts the Inbound Lead Routing Agent, and the agent reads the request with the surrounding context.
- 02
Event driven
A business event triggers the Inbound Lead Routing Agent as soon as new work is ready.
- 03
Connected business data
The agent reads the relevant records from connected systems so the result is based on the same data your team uses.
The impact
Every inbound request gets scored and in front of the right rep within minutes.
The workflow
How it works
How does the Inbound Lead Routing Agent help teams handle this work faster? It follows the same repeatable steps your team already trusts, then routes exceptions instead of guessing.
- 01
Reads web forms, inbound emails, quote requests, and Google Ads or Meta lead-form submissions
Reads web forms, inbound emails, quote requests, and Google Ads or Meta lead-form submissions as they arrive
- 02
Scores fit against the customer's own rules and checks whether the account already buys
Scores fit against the customer's own rules and checks whether the account already buys
- 03
Routes to the account owner or the next rep in line, with context attached
Routes to the account owner or next rep, with context attached
- 04
Hands quote requests to the quoting workflow instead of a generic queue
Hands quote requests straight to the quoting workflow instead of a generic queue
Key takeaways
Agent capabilities
Reads web forms, inbound emails, quote requests, and Google Ads or Meta lead-form submissions as they arrive: Every inbound request gets scored and in front of the right rep within minutes.
Scores fit against the customer's own rules and checks whether the account already buys: Every inbound request gets scored and in front of the right rep within minutes.
Routes to the account owner or next rep, with context attached: Every inbound request gets scored and in front of the right rep within minutes.
See it on your workflow
See the Inbound Lead Routing Agent on your workflow.
Book a short demo and we'll show how this agent would handle work from your own process.