Sales / Lead Management Live
Lead Allocation
Upload new leads and your rep roster, and get each lead assigned to a rep by fit and current workload — with the reasoning shown so a manager can override it.
- Run on demand
- ~5 credits per run
- v1.0.0
What does Lead Allocation do?
Lead Allocation is a production AI agent in the sales section of the Leverge agent store, built for the lead management process. Upload new leads and your rep roster, and get each lead assigned to a rep by fit and current workload — with the reasoning shown so a manager can override it. It runs on demand, works through 4 steps and returns 4 outputs, including how these were split.
What it needs
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New leads
One row per lead: company, industry, size, region, source, what they asked for.
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Rep roster
One row per rep: region, specialisms, open leads, current capacity.
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Routing rules
What it does
- Reading the lead list
- Reading the rep roster
- Allocating leads to reps
- Writing the allocation note
What you get back
- How these were split
- Lead → rep
- Resulting load per rep
- Needs a manager decision
After each run it asks: “Would you route them this way?”
When it runs
Run on demand
Oversight
Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.
Lead Management
Other agents in lead management
Pipeline, proposals, renewals and the CRM hygiene underneath them
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Lead Assignment
Route a single inbound lead to the right rep immediately, with the rule that decided it and a handover note the rep can act on.
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Lead Data Integrity
Check lead records for the errors that make outreach fail — malformed contacts, impossible values, fields that contradict each other within the same record.
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Lead Drop-Off Risk
Upload leads with their engagement history and get the ones going cold ranked by what they are worth, with the specific decay signal behind each and who to escalate.
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Lead Exception Triage
Sort the leads that broke a rule into the ones worth a person's time and the ones that are simply noise — and escalate only the first.
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Lead Qualification
Score inbound leads against your ideal customer profile and route each one, with the reasoning shown so a rep can disagree.
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Lead Reconciliation
Consolidate the same lead arriving from several sources into one record with a traceable history — which source said what, and which claim survived.
Next Step
Deploy Lead Allocation, or adapt it
It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.