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Lead Triage and Routing Assistant

A lead intake operator that classifies inbound requests and prepares context-rich follow-up queues.

Problem

Leads were being answered inconsistently, with slow response times and poor qualification context.

Workflow

  1. Capture incoming leads from forms and inbox channels.
  2. Score lead quality using predefined qualification rules.
  3. Generate concise lead briefs with recommended next action.
  4. Route qualified leads to priority queue with SLA tags.
  5. Create follow-up reminders for stale or pending leads.

Output / Result

Faster first responses, cleaner pipeline visibility, and less lead leakage between inboxes.

Lessons and limitations

  • • Clear scoring rules prevented random triage decisions.
  • • SLA tags dramatically improved follow-up discipline.
  • • High-value lead review should always stay human-owned.