Interactive preview
Sales Agent
Help your team move from enquiry to a useful follow-up.
01 / The work
How it can help
- Qualify a lead from supplied details
- Suggest a responsible salesperson
- Prepare the next contact and reminder
Try asking: “Help my team qualify a lead from supplied details, and show what needs human review.”
02 / The connections
Fit into your existing systems
The right integration depends on the system version, available APIs and permissions agreed with its owner.
Start with the minimum access needed. Review each proposed write or communication before enabling it.
03 / The workflow
Follow one request through the process
Open a stage to see the information, responsibility and control point.
01Receive the lead
Input: the information confirmed in the previous stage.
Action: Receive the lead for this Sales Agent example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
02Check duplicates
Input: the information confirmed in the previous stage.
Action: Check duplicates for this Sales Agent example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
03Qualify the requirement
Input: the information confirmed in the previous stage.
Action: Qualify the requirement for this Sales Agent example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
04Assign an owner
Input: the information confirmed in the previous stage.
Action: Assign an owner for this Sales Agent example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
05Review the follow-up
Input: the information confirmed in the previous stage.
Action: Review the follow-up for this Sales Agent example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
Your next step
Make this relevant to your team.
Your enquiry will include Sales Agent automatically.