What the Bot does
- Read the form, email, or CRM record you name.
- Score against must-haves with citations.
- Draft the route note. Leave stage changes to you.
Sales · Score inbound. Route with evidence.
Lead qualification
Score inbound against your rubric. Draft the route note. Do not change CRM stage until you say so.
Inbound piles up. Auto-routing mislabels. You want a scorecard, not a black box.
Never without you
- Change CRM stage
- Assign an owner
- Reply to the lead
First message
Talk first. The first message is a real task — not a template to configure.
Lead qualification
Qualify these inbound leads against our rubric. Score with evidence. Do not change CRM.
Message Lead qualification
Tools this job uses
Connect them when the Bot hits a wall. Nothing goes live until you say so.
FAQ
Will it auto-disqualify?
It recommends. Stage and owner stay yours until you confirm.
Also hire
Other jobs
Hire for the work. Each Bot is a person in the sidebar.
Hire a closer who does not send mail
Sales outbound
Draft follow-ups from the account list. Do not send. Ask before anything leaves the thread.
Find and enrich. You own outreach.
Lead generation
Build a sourced shortlist from the ICP you name. Enrich what you can. Never cold-email without you.
Pipeline hygiene from chat
CRM pipeline
Pull the deals you name. Flag stale and missing fields. Propose updates. Never write the CRM until you approve.
Context before the call
Meeting prep
One brief per meeting: people, last touches, open risks. No calendar moves. No outbound pings.
Hire the first one
Meet your first Bot.
Name, optional job, how it should work. Open the thread. The first message is a real task.
Request an invite