Recommended first workflow
Inbound Lead Qualification
Department
Sales
Pilot boundary
AI prepares the work. A responsible person approves the decision.
Sales · Starting point to scope
Turn scattered buyer demand into a consistent reviewed handoff.
A first trade workflow can capture the source, summarize the request, identify missing information, and prepare a reply for review before sales or quotation work begins.
Approved source materials
What the team brings
- Approved lead channels
- Buyer message
- Qualification rules
- Company and product context
Reviewable outputs
What AI prepares
- Structured lead record
- Request summary
- Missing-information list
- Suggested first reply
Approval boundary
What people decide
- Lead relevance
- Priority and owner
- Commercial intent
- Any customer-facing reply
30-Day Workflow Pilot
Validate the operating model before expanding the scope.
Review one department, one workflow, one business owner, controlled materials, and measurable evidence.