Convert · Turn enquiries into customers
An AI sales agent that qualifies leads and keeps them warm
An inbound AI sales agent that qualifies and books, rather than spamming outbound.
We reply within one working day. No obligation.
Why good leads go cold
Every lead gets the same treatment, so the best ones wait behind the tyre-kickers.
- 01Salespeople spend time finding out basic facts that could have been asked upfront.
- 02Follow-up depends on who saw the email and how busy their week is.
- 03Notes never reach the CRM, so nobody knows what was last said.
Next step
We reply within one working day. No obligation.
What the AI sales agent does
Qualifies inbound leads
It replies to new leads by email or chat and asks the questions your salespeople would: what they need, when, the size of the job and anything else that matters to you. That is AI lead qualification, done politely and immediately.
Scores fit and intent
AI lead scoring uses criteria you define, such as service, location, budget and urgency, and explains the score in plain English so your team can trust it.
Alerts you to hot leads
High-scoring leads trigger a Teams or Outlook alert to the right salesperson with a short summary.
Drafts personal follow-ups
It writes follow-ups based on what the lead actually said and your CRM history. Your salesperson checks, edits and sends.
Nudges stalled deals
Deals with no activity for a while are flagged, with a suggested check-in ready to go.
Prepares the call
Before a sales call, it pulls together a short brief: what the lead asked for, their answers and any history.
Built for inbound, not cold outreach
This is an AI sales assistant for leads who have already contacted you. We do not build mass cold-email or cold-messaging bots. If you need more leads in the first place, that is the job of Attract, through lead-led SEO and cost-per-lead paid search.
Where the AI sales agent fits
It is AI sales automation that works on top of a lead management system and your CRM. If those are not in place yet, we start there: see lead management systems and CRM and sales automation. The AI Front Desk or AI Enquiry Manager can pass new leads straight to it.
Your salespeople stay in charge
Follow-ups are drafts by default. Nothing personal is sent without a person checking it.
- 01Scoring criteria are yours, visible and easy to change.
- 02It never discusses prices or terms beyond what you approve.
- 03Leads are always told they can speak to a person.
What you get
Qualifying questions and scoring criteria agreed with your sales team.
The AI sales agent configured on your inbound channels.
Alerts, drafted follow-ups and call briefs connected to your CRM.
A simple view of leads by score and status.
Testing with real past leads and a walkthrough for your team.
Next step
We reply within one working day. No obligation.
What it is built with
Copilot Studio or Azure OpenAI for qualifying, scoring and drafting, Power Automate for the workflow, Outlook and Teams for alerts and drafts, and your CRM as the record.
How we set it up
- 01
Understand
We look at where your leads come from and how your team qualifies and follows them up now.
- 02
Assess
We agree questions, scoring criteria, alerts and what the agent drafts.
- 03
Improve
We build it, test it against real past leads and switch it on.
- 04
Support
We review scores and drafts with your team and tune them. Ongoing support is available.
What it looks like in practice
Illustrative example, not a client result: a commercial fit-out firm gets a mix of small repair requests and office refurbishment enquiries. The AI sales agent asks about floor area, timing and budget, scores the refurbishment enquiry highly, alerts the director in Teams with a two-line summary and a drafted reply, and sends the small jobs a polite note with the right next step.
AI sales agent or CRM automation?
AI sales agent: understands each lead, scores it and drafts personal follow-ups. This page.
CRM and sales automation: rules that create records, set tasks and chase quotes automatically.
FAQs
Common questions
Will it email leads without us knowing?
Not unless you want it to. By default it asks qualifying questions and writes follow-up drafts for your team to send. You can allow automatic sending for specific messages, such as the first acknowledgement.
How does AI lead scoring work?
You tell us what a good lead looks like: service, location, size, timing and so on. The agent reads each enquiry and the answers to its questions, scores it against those criteria and explains why. You can change the criteria at any time.
Do we need a CRM?
It works best with one, because that is where the history and the follow-ups live. If you do not have one, a simple lead management system is the first step.
Is this the same as an AI SDR?
No. AI SDR tools mostly do outbound prospecting. Our AI sales agent works on inbound leads who have already contacted you.
What about data protection?
It only uses data from people who have contacted you, stored in your own systems, and we document what it reads and writes.
How much does it cost?
It depends on your channels, CRM and how much the agent does. We scope it after the consultation and give you a clear proposal before any work starts.
Tell us what is not working
You don't need a fully defined project before you talk to us. We reply within one working day.