Use-Cases

Lead follow-up

View as Markdown

Qualify and follow up on leads, repeatably for every lead. An agent can research an inbound lead, score it against your rubric, draft a tailored follow-up, and update your records.

What it uses

PieceRole
SkillsYour scoring rubric and follow-up format, applied the same way every time
ConnectorsYour CRM and email, to update records and send follow-ups
Knowledge BasesProduct and pricing material to ground the outreach

How to build it

  1. Capture your scoring rubric and follow-up style as a Skill.
  2. Add the connectors for your CRM and email.
  3. Create an agent that researches the lead, scores it, drafts a follow-up, and updates the record.
  4. Test it in the playground on a few real leads, then run it for every new lead.