AI agents that qualify, follow up and take notes — while your team sells
Not a chatbot bolted onto a CRM — a small team of AI agents that act inside the conversation: one qualifies the new inquiry, one keeps the record written, one drafts the next follow-up at the right moment. Your reps review, decide and close.
Why teams switch
A summary of a missed follow-up is still a missed follow-up. Passive AI describes the problem; it does not move the lead.
Qualification questions are the same every time, yet each new lead waits in line for a rep to type them out.
The rep knows a nudge is due but has to reconstruct context and compose it — so the nudge slips to tomorrow.
Whoever handled the chat holds the context. When they are on leave, the lead effectively pauses.
From first inquiry to done
- 1A lead arrives at 9:41 pmIndiaMART inquiry, Meta form or website chat — the agents are on duty regardless of the clock.
- 2The Qualifier engagesIt asks requirement, quantity, city and timeline in the customer’s language, and files each answer as lead fields.
- 3The Note-taker writes the recordConversation summary, extracted details and the customer’s exact words land on the lead before any rep opens it.
- 4The rep takes over informedAssignment rules hand a qualified, documented lead to a human — who starts from the middle, not from zero.
- 5The Follow-up drafter watches the clockNo reply after the quote? It prepares the nudge with full context; the rep reviews, edits and sends.
- 6Every agent action is on the timelineWhat each agent asked, wrote and drafted is logged like any teammate’s activity — auditable, correctable.
What your team actually sees
- Asks requirement, city, timeline
- Answers from your catalog
- Fills the lead fields
- Summarizes calls and chats
- Extracts budget and specs
- Updates the timeline
- Detects no-reply after 24h
- Drafts the nudge with context
- Waits for rep approval
- ✓9:41 pm — Website chat startsQualifier greets in Tamil, asks requirement
- ✓9:46 pm — Lead qualifiedCNC job work · 500 units/month · Chennai · budget ₹2L
- ✓9:47 pm — Note-taker files the briefSummary and extracted fields saved on the lead
- ✓9:15 am — Rep takes overArun calls with full context; quote sent by 11 am
- 5Next day — No reply detectedFollow-up drafter prepares a nudge for Arun to send
Three agents, one lead — qualified, documented and nudged without a rep typing a word.
Agents act — within limits you set
Agentic does not mean unsupervised. Every agent works inside explicit rules about what it may do and say.
- Agents qualify, answer from your approved business details, take notes and draft follow-ups
- They never quote prices you have not set, never make commitments, never negotiate
- They hand off to a human on request, on uncertainty, or on any buying signal you define
- Reps can override, correct or switch off any agent per workspace
Everything this runs on
The agents
Engages new inquiries, asks your qualification questions, fills the lead fields.
Summarizes calls and chats, extracts details, keeps the record current.
Detects silence and due dates, prepares context-aware nudges for rep approval.
Working with humans
Instant transfer to the assigned rep the moment it is warranted — with a written brief.
On active deals, drafts wait for the rep; nothing goes out over their head.
Agent and human actions interleave in one history, so trust is inspectable.
Agents converse in English, Hindi and Tamil, matching the customer.
Questions teams ask us
How is this different from your AI CRM features?
The AI CRM layer works on your data — transcripts, summaries, drafts you ask for. Agentic AI works on your leads: the agents act in the conversation itself, asking the qualifying questions and preparing follow-ups at the right time, in sequence, without being prompted.
What will the agents never do?
They never send payments or payment terms on their own, never make commitments or promises on behalf of your business, never negotiate prices, and never cold-call anyone. They qualify, document and draft — humans decide.
Can I control what the Qualifier asks?
Yes. You define the qualification questions, the business details it may answer from, and the handoff rules. The agent stays inside that script’s intent while conversing naturally.
What happens when a customer asks something the agent cannot answer?
It says so honestly and hands the conversation to the assigned rep with a summary of what has been discussed. Uncertainty is a handoff trigger, not a guessing license.
Do agents work outside business hours?
Yes — that is much of the point. A 9 pm inquiry is qualified and documented at 9 pm, and the rep starts the morning with a warm, briefed lead instead of a cold notification.
Can I see everything an agent did?
Every question asked, note written and draft prepared is logged on the lead timeline like any teammate’s work. If an agent gets something wrong, you can see it, correct it and tighten its rules.
See it working with your own leads
Free trial, no card. Connect a lead source, make a call, send a payment link — then decide.