Sales / Lead Management Live
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.
- Triggered by an incoming message
- ~3 credits per run
- v1.0.0
What does Lead Assignment do?
Lead Assignment is a production AI agent in the sales section of the Leverge agent store, built for the lead management process. 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. It is triggered by an incoming message, works through 3 steps and returns 4 outputs, including assigned to.
What it needs
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Inbound lead
The enquiry as it arrived.
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Routing rules
What it does
- Deciding where this lead goes
- Writing the handover note
- Preparing the rep notification
What you get back
- Assigned to
- Rules applied
- Rep notification — approve to record
- What the rep should verify
After each run it asks: “Did this go to the right rep?”
When it runs
Triggered by an incoming message — Simulated inbound lead notification.
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 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.
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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 Assignment, 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.