AI Agent Workflow
Agent enriches lead, tags interest, routes to AE, drafts follow-up email, creates tasks for post-event outreach.
View full workflowUrgency & Prioritisation Rules
Urgent if: hot lead selected; buying timeframe short; executive title.
Example AI Conversation Prompts
List hot leads to follow up today
Draft follow-up emails
Segment by product interest
Identify top industries at event
Remove duplicates.