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Inbound Lead Speed-to-Lead

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Workflow overview
Needs Attention

Responds to new leads, qualifies fit, and hands off qualified opportunities into scheduling.

Tier: Add-OnCredits: 2Enabled
Used by AI Agents
SDR Agent
Linked Orchestration
SDR Follow-up
Channels
EmailSMSCRM
Recent workflow activity
SDR Agent drafted a personalized reply and paused for approval.
3/29/2026, 6:02:00 PM • crm.new_lead • stopped
Approval Queue
What needs a human.
Approve enterprise SDR follow-up
SDR Agent • High priority • 12 min
Review support refund exception
Support Agent • High priority • 27 min
Approve AR dispute branch
Accounts Receivable Agent • Medium priority • 41 min
Review approvals
Recent Agent Activity
Latest workforce actions.
Receptionist Agent
Receptionist Agent captured caller details and booked a callback.
SDR Agent
SDR Agent drafted a personalized reply and paused for approval.
Support Agent
Support Agent triaged a billing ticket and routed it into the review queue.
Open activity log
Quick links
Jump into the stack.
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