AI Sales Ops Agent
Lead Qualification & Meeting Scheduling
B2B services company (confidential)
4–6 weeks
AI engineer, Integration engineer, Product lead
Situation
Inbound leads arrived from multiple channels. The sales team lost time triaging and scheduling, while qualified leads waited too long for a human response.
Objectives
- Respond to inbound leads quickly and consistently
- Qualify using clear rules (ICP fit, urgency, budget signals)
- Push clean data into CRM without creating a mess
- Keep a human approval step before any sensitive outbound
What We Did
Built an agent to normalize data and detect intent from various channels.
Implemented explainable reasoning for lead scoring (high/medium/low).
Created a system to offer times, confirm timezones, and create CRM activities, with a handoff summary for reps.
Challenges & Solutions
Data quality
Solution: Built a "confidence and completeness" score and prompted for missing fields.
Over-automation risk
Solution: Human approval required for sensitive outreach and pricing talk.
CRM permission complexity
Solution: Scoped access tightly and logged all actions.
- First response time reduced from hours to minutes
- Higher lead-to-meeting conversion due to consistent follow-up
- Reduced admin workload per rep by 10+ hours/week
Deliverables
- Agent workflows + CRM integration
- Logging + audit trail for actions
- KPI dashboard (speed-to-lead, qualification accuracy, meetings created)