Lead Qualificator AI Agent for King of Automation

Client's Goal: King of Automation wanted to automatically qualify leads and handle business inquiries about AI agent adoption—saving time while driving growth—directly on their website.

Challenges: They were missing a scalable way to assess inbound leads, answer nuanced business questions, and book meetings, all without manual intervention. Handling high volumes of inquiries with consistent quality and context retention was a major pain point.

Solution & Approach: I built and delivered a fully operational AI agent, powered by Anthropic Claude 4, deployed via agent.so, and trained on proprietary business data. The agent runs on the King of Automation website, qualifying leads, answering detailed questions about AI automation, and booking meetings—all in real time. I integrated it with CRM and calendar tools for seamless data flow and automated scheduling.

Automated Lead Qualification: The agent evaluates inbound leads, scoring commitment and urgency using advanced contextual reasoning and persistent session memory.

Business Inquiry Handling: It answers business-specific questions about AI agents, workflow automation, and growth strategies, drawing on proprietary training data.

Meeting Booking Automation: Qualified leads are offered to book meetings directly, with urgency and commitment factored into the scheduling workflow. Calendar invites are sent automatically.

End-to-End Workflow: From initial inquiry to booked meeting, the entire process runs hands-free, with context maintained over multi-step, multi-day conversations.

Multi-Channel Data Input: Accepts inquiries via web chat, embedded forms, and secure API endpoints; can process uploaded business documents for richer context.

CRM & Calendar Integration: Pushes qualified lead data and meeting bookings to connected CRM and calendar platforms for full pipeline visibility.

Tool-Augmented Reasoning: The agent can use external APIs (e.g., web search, calendar) to enrich answers and improve qualification accuracy.

Compliance & Safety: Data privacy is enforced—proprietary info is isolated, and the system meets advanced safety standards for enterprise AI.

Scalability: Handles up to 10,000 leads/month and 2,500 meetings/month, with up to 1,000 concurrent conversations.

Accuracy: Delivers up to 98% correct lead qualification and up to 35% conversion from qualified lead to booked meeting.

Speed: Real-time, context-aware responses; complex queries typically resolved in under 10 seconds per step.

Consistency: Maintains conversation context for up to 24 hours, ensuring continuity and personalized follow-up.

Compliance: Meets or exceeds ASL-3 enterprise AI safety standards, with robust privacy and usage monitoring.

Tech Stack: Anthropic Claude 4, agent.so, CRM/calendar APIs, and secure web integrations.

Ready to automate your lead qualification and booking? Let’s talk about building a custom AI agent for your business that delivers real results.