The problem
Inquiries come from forms, Google, ads and phone, and they sit until someone gets a free minute. By then the prospect has often talked to a competitor.
How it works
- A form submission or missed call triggers the flow and the details are normalized into one lead record.
- The lead is enriched with company website, location and service fit, then scored against your own criteria.
- A CRM record is created with the score, source and a short summary.
- A personalized first reply is drafted or sent based on your rules, and the team gets a Slack alert with the summary and a link.
What it needs from you
- Your lead sources and the form fields you collect
- Your definition of a good-fit lead
- Approved reply templates and tone
- CRM and inbox access
Why it's built this way
Speed matters most in the first minutes, so the flow does the busywork instantly and leaves the conversation to people.
Scoring on your own criteria keeps the team focused on the leads you actually want.
How it stays under control
- Approved templates with AI-filled fields at launch
- Score thresholds for routing and alerts
- Opt-out handling and contact rules
- Every action logged on the CRM record
The path to autonomy
First replies start as templates with AI-filled details. Fully AI-written replies are switched on only after review shows they're consistently on-brand.