Agent Forms Recipe · Sales

AI Lead Qualifier

Every form submission becomes a scored, enriched lead — instantly routed to the right rep with full context attached.

What this recipe does

  • 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

How AI Lead Qualifier works, step by step

Attach this recipe to any form and every new submission runs through these steps automatically — no prompts to write, no workflow to maintain.

1

Enrich the submission

The instant someone submits your lead form, the agent looks up the company behind the work email and adds context — company size, industry, and the submitter's likely role. Your reps see a complete picture, not just a name and an email.

2

Score against your ICP

The agent compares the enriched lead against the ideal customer profile criteria you define — company size, industry, stated budget or use case — and assigns a 0–100 fit score, so your team always knows which leads to act on first.

3

Route to the right owner

Leads above your qualification threshold are routed straight to the right account executive, based on territory, industry, or deal size. Lower-scoring leads are routed to a nurture sequence instead of an inbox.

4

Draft the first reply

A personalized intro email — referencing the lead's company name and the problem they described — is drafted and queued, ready for the AE to review and send within minutes of the form being submitted.

See it in action

One submission to a form with this recipe attached — here's what happens before a human even sees it.

Submission received

Full Name

Short text

Work Email

Email

Company

Short text

Team Size

Multiple choice

What are you looking to solve?

Long text

Agent finishes the job
Lead enriched — Acme Inc, 50–200 employees, SaaS
Fit score: 92/100 — qualified
Routed to Priya (AE, Enterprise)
Intro email drafted and queued

Who AI Lead Qualifier is for

Sales teams fielding inbound demo and contact requests

Founders and small teams doing their own first-line sales

Agencies running lead-gen campaigns for multiple clients

Frequently Asked Questions

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