AI Agent Workflow
Agent validates referral details, checks duplicates, routes to sales, drafts thank-you message, tracks reward eligibility.
View full workflowUrgency & Prioritisation Rules
Urgent if: enterprise referral; high score; time-limited promotion.
Example AI Conversation Prompts
List referrals needing outreach
Identify best referral sources
Draft thank-you emails
Detect duplicate submissions
Summarise conversion by referrer.