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AI Lead Qualification + Scoring AI Agent

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⚡ Execution
🔄 Workflow

Description

AI Lead Scoring Agent automatically captures new leads from WhatsApp, website forms, and emails, then reads and understands each incoming message to identify intent, urgency, and budget signals. It enriches the lead by finding company details and checks for any missing or unclear information. Using multiple readiness and business-fit factors, the agent scores each lead and categorizes it as Hot, Warm, or Cold. Based on the score, it decides the best next action, such as triggering an immediate call or scheduling a follow-up. All lead data, insights, and recommendations are saved to CRM and Google Sheets, while the sales team receives clear notifications with full lead context, helping reduce response time and improve conversion rates.

Key Features

  • Captures leads from WhatsApp / Website / Email in real-time
  • Understands intent, urgency, budget, and readiness from the message
  • Enriches lead with company details (industry, size, background signals)
  • Validates missing fields (budget/timeline/contact) and flags gaps
  • Scores every lead (Hot/Warm/Cold) with clear reasoning
  • Auto-decides next action: call now / follow-up / nurture sequence
  • Saves lead to CRM + Google Sheets and notifies sales on Slack
  • Fully demo-ready simulation flow with step-by-step execution view
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