What it does
An AI Employee researches the lead using the information you already have plus public sources you allow, then writes a short brief into the CRM or a shared doc.
AI Workforce / Sales
Sales
Lead Research
BEFORE THE FIRST CONVERSATION
The problem
Reps walk into first calls knowing only a name and a form field. They spend the first ten minutes asking questions public information could have answered.
Trigger
Starts before the first conversation.
Tools and systems
Connections depend on your deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
- CRM
- Slack
- Google Sheets
What it reads
- CRM records, notes, and fields you map
- Internal alerts and threads you route to Slack
- Rows and columns you map in Google Sheets
- Messages in the connected inbox
Actions it can take
- Reply or reach out on the connected channels you allow
- Create or update CRM records with the fields you map
- Read and update mapped spreadsheet rows
- Notify the team in Slack with a summary
- Hand off to a person when the request is outside the playbook
Human controls
- You decide what sources are in bounds.
- Internal notes stay internal. Nothing is sent to the lead unless you say so.
- Flag low-confidence research instead of guessing.
Workflow steps
- 1A new lead is created or assigned.
- 2The AI Employee collects company, location, and relevant public context.
- 3It summarizes likely needs, open questions, and suggested talking points.
- 4The brief is attached to the CRM record or sent in Slack.
- 5Your rep starts the conversation already oriented.
Example use case
A new commercial lead comes in from the website. Before the callback, a one-page brief lands on the CRM record: location, likely building type, services they mention, and three questions worth asking first.
Often handled by your AI Sales Representative, as part of the broader AI Workforce.
How to customize
This job is configured around your knowledge, hours, approval rules, and the systems in this deployment. Connections depend on the deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
Related work
Lead Follow-Up
Responds immediately, answers common questions, qualifies the opportunity, and keeps the conversation moving until they book, buy, or need a person.
Speed-to-Lead
Picks up the new inquiry the moment it arrives, starts the conversation, and captures the details your team needs to take the next step.
Lead Qualification
Asks the questions your team would ask, scores the opportunity against your rules, and routes ready leads to a person.
See What an AI Workforce Could Do for Your Business
Walk through the work your team is already doing, then see which jobs an AI Employee could take on.