PR-01Active
Conversational Agent
Engages leads in natural conversation, uncovers needs, assesses fit against ICP criteria
AI agents engage inbound leads in real time, qualify them against your ICP criteria, enrich contact data, and route high-intent prospects to the right rep — before they bounce.
Sales teams spend hours qualifying inbound leads through manual outreach calls, emails, and forms. Many leads are never contacted, or contacted late. Qualification criteria vary by SDR, leading to inconsistent scoring and qualified lead (SQL) definition drift. Marketing and sales disagree on lead quality, causing friction and wasted budget. Reps spend 20% of their time on low-value admin instead of closing deals.
assistents qualification agent engages inbound leads instantly via voice, chat, or SMS, asking discovery questions and scoring fit based on your ICP and value drivers. The agent collects firmographic and behavioral data, identifies budget/authority/need/timeline (BANT), and routes SQLs to sales reps in real time. All conversations are recorded and analyzed for coaching insights. Integration with Salesforce or HubSpot auto-populates lead scores and pushes qualified leads into sales workflows.
Engages leads in natural conversation, uncovers needs, assesses fit against ICP criteria
Calls warm leads from events or campaigns, conducts discovery interviews, captures decision criteria
Scores leads based on BANT, identifies patterns in conversion, flags high-intent signals
assistents learns your ICP, BANT criteria, value drivers, and win/loss patterns from your CRM and past campaigns.
When a lead submits a form, calls a phone number, or replies to an email, the agent initiates conversation and asks qualification questions.
Agent analyzes responses in real time, assigns lead score, and routes SQLs immediately to the right sales rep.
Every conversation is logged in Salesforce/HubSpot with transcript, intent tags, and recommended next steps.
Analyze win/loss data. Refine qualification criteria. Identify questions that predict close rates.
5 steps deploy to production in weeks
Schedule a personalized demo to see how assistents’s AI agents can solve this challenge for your organization.