Lead capture and qualification
Ask agreed qualifying questions, record the answers in your CRM and route the lead to the right person.
Chat AgentsBusiness functions
Sales and Service Operations
Capture leads, answer first questions, follow up on unfinished conversations and prepare proposals, so your team spends its time on the conversations that need a person.
Where agents help sales and service teams
These workflows combine chat, voice and document agents with your CRM and inbox.
Follow-up
Follow up on enquiries that stopped part-way, within the contact rules you agree.
Voice AgentsProposal preparation
Assemble requirements, product information and account history into a draft for your team to finish.
Manufacturing & WholesaleFrom first message to qualified opportunity
Fictional example. Questions, routing and contact rules are agreed with each team.
Enquiry arrives
A visitor asks about a service on the website.
Questions answered
The agent answers from approved content and asks the agreed qualifying questions.
CRM updated
Contact details and answers are recorded on a new lead.
Owner notified
The right salesperson receives the lead with a summary and suggested next step.
Contact stays respectful
Follow-up uses agreed channels, timing and consent, and stops when a person asks it to.
- Record consent and contact preferences with the lead.
- Limit the number and timing of follow-up attempts.
- Hand pricing negotiations and complaints to a person.
Common questions
Usually, if the system offers suitable API access or another agreed route. We confirm the available APIs, permissions and data during scoping, then implement and test each action against the agreed systems.
We choose the model and provider for each task during scoping, based on the language, accuracy, latency and data-handling requirements. The workflow is not tied to one provider, so a step can be changed later if the agreed requirements change.
Discovery call
Start with the work that slows you down.
Bring us a process, a recurring enquiry or a pile of documents. We will explore where agents fit and what a useful implementation needs.
Book a discovery call