AI Agents - Automatically Qualifying Leads with AI

Automating lead qualification with Copilot from the AI's first-contact responses.

The automation presented in this tutorial assumes that the AI Agent follows a standard service flow, in which it collects information and records it in the corresponding lead fields during the first contact.

Fields that will be considered

In this example, three criteria will be considered for lead qualification: business segment, number of employees and urgency level. Classification will be as follows:

• High: Relevant segment, more than 10 employees, and immediate urgency.

• Medium: Meets two of the criteria or shows potential, even with a medium timeframe.

• Low: Is only researching, has few employees, and does not show urgency.

Lead fields.

Setting up 360° SAC automation

According to the trigger, lead qualification will be performed when the AI Agent moves the service to the stage "[AI - First Contact] Completion".

At this moment, two actions will be executed:

1. Execute task with Copilot This action will generate the lead classification and save the result in the token {copilotdb=classificacao_lead}, as defined in the automation key.

   Note: In this case, the task return must contain only one word, corresponding exactly to one of the predefined values in the field "Lead Classification", which is of type selector.

2. Update lead data Next, the second action will save the value returned by Copilot directly in the corresponding lead field, using the action "Update lead data".

Action 'Execute task with Copilot'.

Action 'Update lead data'.

Testing automation

To verify whether the automation is working correctly, it is possible to consult the lead history. There, you can check whether the actions were executed as expected or whether an error occurred during the process.

Lead history.

Qualified lead.