Inbound Lead Triage

Know Which Inbound Deserves the Next Hour

Every inbound read the moment it arrives, ranked by what it is worth, with the rest already moving.

It runs in the systems you already have

  • Salesforce
  • Slack
  • HubSpot
  • Microsoft Teams
  • Pipedrive
What it looks like

Inbound Lead Triage, once it is built.

You ask in your own words. It does the work in the systems that already hold it, and tells you what it changed.

Which inbound is worth my time today?

Thirty-four came in since six. Three clear the bar you set:

  • Northwind Logistics — 120 seats, asked about SSO
  • Cassia Group — referral from an account you closed in March
  • Delta Mill — third request from them this quarter

The rest are queued by score and every one of them already has an acknowledgement out.

How it gets built

Connect, describe, run.

The same three steps whatever the process is.

  1. 01

    Connect

    The agent is wired into the systems the work already lives in. Nothing moves and nobody learns a new tool.

  2. 02

    Build

    The rules are described rather than drawn, in the words you already use to make the call.

  3. 03

    Run

    It runs on its own and hands back the decisions that need a person. The handover is designed, not left over.

Questions

What people ask about inbound lead triage

How does it know what a good lead looks like here?
From criteria you set and keep changing — company shape, request type, whether anyone has spoken to them before. It scores against your definition, not a vendor's, and you can see why any given lead scored the way it did.
What about the channels that are not the form?
Those are the point. Chat requests, newsletter replies and the alias two people watch are read on the same footing as the CRM form, which is what stops the ranking being an accident of where something landed.
Does it reply to people?
It sends an acknowledgement so nobody waits in silence. Anything past that is a person's — it ranks, you decide who is worth the hour.

Pick this one, or the one costing you more.