Automate the first hour of every deal. Clone the live Sales Agent Studio and an AI agent picks up each inbound lead, researches the company, scores the fit against your criteria, and drafts the opening reply before a rep has opened the tab.
The scene this fixes: forty form fills land overnight, six of them are the kind of account you build a quarter around, and the rep works them top-to-bottom in the order they arrived. Here the six are already at the top of the queue with a reason attached.
What's Included
- Qualification agent: Reads each new lead, applies your scoring rubric, and writes the score plus its reasoning into the record
- Research step: Agent tools pull public company context so the first reply is not generic
- Draft-and-route: High scorers get a personalized draft and an owner; the rest go to nurture, automatically
- Persistent memory: The agent remembers past deals and prior objections, so scoring sharpens as you close
- Escalation rules: Automation triggers ping the right rep in Slack or email the moment a top-tier lead lands
How To Use
- Clone the app and describe your ideal customer in plain language — that becomes the rubric
- Point your intake form or inbox at the queue so leads arrive without copy-paste
- Review the first twenty scores and correct the ones you disagree with; the agent keeps that correction
- Turn on routing once the scores match your own judgment
Feed the qualified deals into the AI CRM Dashboard, size the quarter with the Sales Forecast Template, or explore what else agents can run at Taskade Agents.
