The Agent Forms Recipe Library
Pre-built AI agent actions you can drop onto any form. Pick a recipe, attach it, and every new submission runs through it automatically — no prompts to write.
AI Lead Qualifier
Every form submission becomes a scored, enriched lead — instantly routed to the right rep with full context attached.
- Enrich contact with company size, industry, and role
- Score the lead against your ideal customer profile
- Route hot leads to the right AE, cold leads to nurture
- Draft a personalized intro email, ready to send
Support Ticket Triage
Incoming tickets get classified, prioritized, and assigned before a human ever opens the queue.
- Classify issue type and urgency from the description
- Set priority and SLA based on severity
- Route to the right team or specialist queue
- Draft a first response acknowledging the issue
Job Screener
Applications are parsed, scored against the role, and your best candidates get a screening call on the calendar automatically.
- Parse the resume for experience, skills, and education
- Score fit against the job requirements
- Auto-schedule a screening call for top candidates
- Send a personalized reply to every applicant
NPS Auto-Triage
Survey responses don't just get tallied — detractors get a recovery plan before they churn.
- Classify each response as promoter, passive, or detractor
- Draft a tailored win-back email for detractors
- Alert the CS manager when scores fall below your threshold
- Log the response and sentiment to your CRM
Demo Request Handler
A demo request becomes a booked meeting — no back-and-forth, no manual calendar lookups.
- Enrich the requester's company and role
- Check your team's calendar for the next open slot
- Book the demo and send a calendar invite
- Send a confirmation email with prep materials
Customer Interview Synthesizer
Open-ended responses get read, summarized, and tagged into themes — ready for your next product review.
- Summarize each long-form response
- Tag responses by theme and sentiment
- Add structured notes to your research repo
- Notify the PM when a new theme emerges across responses
More recipes ship every month — agent actions are rolling out across Pro and Agency plans.
