AI Solution
AI Sales & Lead Agent
Qualify leads, update your CRM, and book meetings while your team focuses on closing.
How it runs · Running
Website enquiry
AI qualifies
CRM update
Human approval
Meeting booked
- Website enquiry
- AI qualifies
- CRM update
- Human approval
- Meeting booked
What it automates
- Lead qualification
- CRM updates
- Personalized follow up
- Meeting booking
- Speed to lead alerts
Who it's for
Best for agencies, recruitment, ecommerce, and B2B service firms.
EcommerceAgenciesRecruitmentLegal
Business value
- Increase lead conversion
- Reduce missed opportunities
- Revenue protected
- Time saved
How it works
A clear, safe flow.
Trigger
AI analyzes
AI drafts / acts
Human approves
System updates
Tools it can connect with
HubSpotSalesforceZohoGmailCalendlySlack
Safety & control
You stay in control. Always.
Every agent is built with guardrails so nothing happens without your oversight.
Human approval
Access limits
Audit logs
Escalation rules
Review before sending
No irreversible actions without confirmation
Explore more
Other AI agents.
See if this agent fits your business.
Book a free AI Workflow Audit and we'll show you exactly how it would work for you.