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Live agent · SalesLive

Inbound Lead Triage

New leads are sorted, prioritized and prepared for follow-up.

Use case

Teams with web forms, event leads, demo requests or partner contacts.

Example request

Score this inbound lead, summarize the context and suggest the next step.

Inputs

Form dataLead sourceICP rulesCRM fields

Outcomes

  • Faster response to high-fit leads
  • Less time lost on unclear inbox rows
  • Consistent triage criteria across channels

Pricing

€250/month · €990 onboarding (waived at 12 mo.) · Token usage by consumption

Workflow

  1. 01

    Receive lead

    The agent receives new leads from form, CSV, inbox or CRM and checks required fields.

  2. 02

    Assess fit

    It compares lead data with ICP rules, source, company context and known disqualifiers.

  3. 03

    Prepare follow-up

    Sales gets priority, reasoning, next step and optionally a first response draft.

FAQ

Can the agent update our CRM?

Yes, when fields and permissions are clear. Write access is explicitly approved during onboarding.

What happens to low-fit leads?

They are marked and stored with reasoning. Your team decides whether a reply is needed.