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A.I. Commerce Studio

Tools · Agents

Lead Qualification Agent

Reads new inquiries, scores them against your criteria and routes them to the right salesperson with a short summary.

  • Risk level: Medium
  • Implementation complexity: Low
  • Performs tasks
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Departments and use cases

  • Sales — Inquiries, qualification, research and meetings.
  • Marketing — Content, campaigns and inbound inquiries.

Human approval

Minimum: Sample review

A person checks a sample of the results afterwards.

A salesperson reviews a sample of the scores; the rules are adjusted when they drift.

Where a person approves

  • A salesperson reviews a sample of the scores every week

Inputs

  • Inquiries from forms, e-mail or chat
  • Qualification criteria
  • Customer history in the CRM

Outputs

  • Score with a reason
  • Summary for the salesperson
  • Task or record in the CRM

Prerequisites

  • Written qualification criteria
  • CRM access with limited permissions
  • An owner of the rules in the sales team

Main risks

  • Good inquiries missed when the rules are too strict
  • Biased criteria carried into the score

Required data

Data from the system it works in

Integrations needed for implementation

  • CRMrequiredContacts, deals and customer history.
  • ERP and business systemsERP, accounting, HR, online store.
  • E-mail, calendar and chatMailboxes, calendars and messaging.

CRM · E-mail · Chat and messaging · E-commerce platform

Risk level

Medium

Works with personal data or acts externally — rules and review are needed.

Data: Contact details of prospects — minimal and only what is needed.

Implementation complexity

Low

Dependencies: None

Example workflows

Illustrative examples — they show the order of steps, not a working integration.

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