Scores every signal, routes the hot ones in seconds.
Watches every lead signal: form fills, page views, email opens, replies, meetings booked. Re-scores on every change against your weights. Hot leads escalate to a manager queue, cold leads auto-archive with reason logged.
No demo magic. Real actions, real audit trail.
Each action runs through the same engine your humans use: same routing rules, same approval policy, same audit log. The agent's name is on every record it touches.
The logic behind every action.
Not a black box. The decision rules are explicit, configurable, and surfaced on every action so the manager (and you) can trace the why.
Off-switch per agent. Always.
Every agent runs on a leash you set. Approval thresholds, dry-run mode, per-rep / per-account disable, audit trail, your call.
A real activity log.
Excerpted from a production tenant. Every line is signed, timestamped, and traceable to the action it represents.
The skills this agent calls.
Every agent is composed from the underlying CRM skills, the same ones your humans use. No private data path, no shadow record.
Common questions.
Asked by the people whose name goes on the renewal forecast.
Can the agent learn our scoring weights from past wins?
Yes. Opt-in: the agent backtests proposed weights against the last 12 months of conversion data and proposes adjustments. You approve before the new weights go live. By default, weights are configured by Marketing Ops, not learned.
What stops the agent from spamming reps with bad routing?
Three guards: (1) score thresholds, not raw scores, trigger re-routing, avoids per-event whiplash; (2) named-account match overrides round-robin; (3) per-rep capacity limits, when a rep is at capacity, new leads queue at the manager level instead of pile-up on one inbox.
How does it handle leads from multiple stakeholders at the same company?
The first lead from a domain creates the Account (or matches if it exists); subsequent leads attach as additional Contacts under the same Account. Score rolls up at the Account level too: when total Account score crosses threshold, all open leads at that Account escalate together.
Run them together.
Agents share the same accounts and the same audit trail. Lead Scoring hands off to Deal Coach; Quote Approval hands off to Renewals.
Run the Lead Scoring Agent on your own data.
Free to sign up. Live in 60 seconds. Walk every screen, work a test pipeline, invite the team. No credit card, no sales call.
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