Research + enrichment agent
Find light public evidence (website, references, footprint) and capture missing fields to assess fit - then write the result into your CRM.
AI AGENTS
Your digital SDR teammate for lead qualification
Fast answers in Gmail + WhatsApp, strict eligibility gates, CRM updates, and human-in-the-loop escalation when facts or commitments are at stake.
Agent suites we deploy first
A focused set of AI agents for lead qualification, fast answers, and human escalation.
See distributor/installer use case
Digital SDR agent (Gmail + WhatsApp)
Runs controlled qualification conversations, asks your questions in your tone, and escalates only when criteria are met.
Handoff + escalation agent
Applies your escalation rules and transfers qualified leads to the right human with context, evidence, and reason codes.
Strict-fit small projects agent
Qualifies quote requests that must meet narrow criteria (location, size, timeline). If it's not a fit, responds quickly and connects them to a partner when appropriate.
OPERATING MODEL
How agents work together
A multi-agent loop that keeps humans in control.
Ingest
Leads arrive from forms, ads, email, or WhatsApp.
Research
The research agent gathers evidence and flags uncertainty.
Qualify
The SDR agent asks your gating questions and collects missing fields.
Escalate
Update CRM + hand off to humans only when criteria are met.
Human-in-the-loop controls
You control risk and tone: the agents follow strict rules for what they can say and when they must ask for approval.
This keeps output accurate and prevents unsafe claims in customer-facing channels.
Approve risky replies
When facts are uncertain or commitments are involved, the agent pauses and asks you to approve.
Controlled outbound
Outbound sequences can be enabled per segment and reviewed before launch.
Evidence-first behavior
When the agent doesn't know, it asks. When it claims, it grounds the claim in sources or internal docs.
Send us your lead qualification gates
Copy/paste your disqualifiers, required fields, and escalation rules. We'll reply with clear next steps and a proposed qualification workflow.
No spam. No attachments without permission.