The conversation
We need to qualify inbound leads across two sales teams. Can we see a demo?
PETER
Which team would attend, and what would you like to improve first?
Conversation → structured context
Hire Peter.
Your sales pipeline. Moving autonomously.
Peter is UnleashX’s AI SDR. Peter qualifies leads, answers product questions, books meetings, updates your CRM and manages follow-ups autonomously. He works within your approved knowledge and sales rules, bringing in your team when a request needs judgement or authority beyond his scope.
Autonomous execution within your rules. Human handoff when required, not at every step.
100+ system integrations · SOC 2 and ISO 27001 · Information security standards
PETER AT WORK
He qualifies. He books. He follows through.
Peter autonomously qualifies leads, answers approved product questions, books meetings, updates your CRM and manages follow-ups. Switch to an exception to see when, and why, your team steps in.
CUSTOMER REQUEST
Peter
Capture qualification in CRM
Autonomous · within your rules
CRM + calendar
People join only when needed
Sales opportunity
- Need · inbound qualification
- Team · regional sales
- Next step · product demo
SYSTEM ACTION
Capture qualification in CRM
Awaiting workflow steps
Step 1 of 4 · Qualify
Example sequence only. Channels, integrations and permitted actions are configured and validated for your deployment.
SELF-SERVICE SETUP
You configure Peter.
Peter gets to work.
Sign up and make this pre-built role your own. Prepare your approved knowledge, business rules, system access and escalation owner before launch.
ROLE CONFIGURATION
Define the job
YOUR ROLE BRIEF
- Starts with
- An eligible prospect or inbound enquiry
- Works toward
- A qualified meeting, documented follow-up or clear disqualification
- First responsibility
- Start eligible outreach
- Human authority
- Pricing exceptions, complex negotiations, contracts and requests outside his authority
A defined scope for Peter to work within.
Sign up
Create your account, then configure your employee in UnleashX. This preview does not save settings or connect systems.
CONNECTED SALES WORK · CUSTOMER EXPERIENCE
Follow-up that goes beyond a conversation.
Customers describe using UnleashX for the connected sales work Peter is designed to handle.
“UnleashX helps us to follow up on missed business leads with voice avatars and integrates seamlessly with our CRM, reducing the manual effort needed for client follow-ups.”
Customer experience with UnleashX.
Read full reviews on G2 (opens in a new tab)THE JOB TO BE DONE
A clear responsibility.
A verifiable outcome.
Hire Peter to own routine sales execution from first enquiry through qualification, booking and follow-up. Your team sets the knowledge, access and sales rules; Peter runs the work without step-by-step supervision. People handle pricing exceptions, complex negotiations and requests outside his authority.
Work Peter executes autonomously
- Start eligible outreach
- Qualify the lead
- Answer product questions
- Book the meeting
- Update CRM and run follow-ups
Your team handles the exceptions
Pricing exceptions, complex negotiations, contracts and requests outside his authority stay with authorized people in the scope described here.
- Use approved knowledge instead of guessing an answer.
- Separate customer intent from a confirmed system result.
- Assign unresolved work to a named team.
- Test policy changes before expanding responsibility.
Define Peter’s knowledge, system permissions and business rules before launch. Peter executes within that scope autonomously. The examples illustrate the workflow; they are not measured customer results.
FROM REQUEST TO RECORDED RESULT
How Peter executes the work.
Starting with an eligible prospect or inbound enquiry, Peter runs these steps autonomously within your configured permissions and business rules. Routine work does not wait for manual approval. Exceptions and unverified outcomes follow the agreed recovery or human-handoff path.
- 01
Start eligible outreach
Peter checks the lead record and contact preferences, applies your campaign rules and starts eligible outreach without waiting for a seller to trigger each step.
- Information needed
- Lead record, ownership, contact preferences and campaign exclusions.
- What moves forward
- An eligible lead assigned to the correct sequence.
- 02
Qualify the lead
Peter asks follow-up questions, captures the prospect’s needs and applies your qualification criteria. He records unknowns instead of treating assumptions as facts.
- Information needed
- Use case, buying stage and agreed qualification criteria.
- What moves forward
- A structured qualification record with unknowns marked.
- 03
Answer product questions
Peter answers using your approved product knowledge and handles routine objections himself. Pricing exceptions, complex negotiations and requests beyond his authority go to the right person with context.
- Information needed
- Knowledge sources, objection guidance and escalation rules.
- What moves forward
- An answered question or assigned follow-up with context.
- 04
Book the meeting
Peter checks host availability, agrees a slot with the prospect and books the meeting. He verifies the calendar result before sending confirmation, no manual scheduling approval is needed within the agreed rules.
- Information needed
- Qualified intent, routing rules, timezone and available slots.
- What moves forward
- A confirmed meeting linked to the prospect record.
- 05
Update CRM and run follow-ups
Peter saves qualification details and meeting outcomes to your CRM, then manages the next follow-up under your sales rules. He stops outreach on opt-out and hands over only work that needs your team.
- Information needed
- Conversation outcome, booking result and sequence state.
- What moves forward
- A recorded next action without conflicting follow-up.
HUMAN HANDOFF
When an exception needs a person, send the full context.
A handoff should explain the request, completed steps and unresolved decision. Do not make customers repeat information already captured, or leave a failed operation without an owner.
- Customer and source-record references
- The customer’s stated request or concern
- Completed actions and verified results
- Unresolved questions and exception reason
- Relevant knowledge or policy version
- Assigned team and the next decision needed
DESIGN THE DIFFICULT CASES
Exceptions need a path, not a success message.
Use these role-specific cases when reviewing the workflow with business and technical owners. The expected behavior must be agreed before a pilot, not inferred after something fails.
Prospect opts out
Stop further outreach through the applicable sequence and record the preference.
Review: Suppression state and subsequent contact history.Requested discount is outside policy
Route to an authorized seller; do not agree to a price.
Review: Response and commercial-review task.Calendar write fails
Do not confirm the meeting. Reconcile the result before retrying.
Review: Calendar event, CRM record and retry trace.SYSTEMS & PERMISSIONS
Connect the work to the source of truth.
Agree the exact records, fields and operations needed for Peter’s role. Reading context and changing a record are different permissions. The categories below are the requirements map for this role. Scoping confirms the exact reads and writes against your systems.
| System category | Workflow use | Review before connecting |
|---|---|---|
| CRM | Read lead history; update qualification and next action. | Field ownership, duplicate matching and scoped writes. |
| Calendar | Read availability and create permitted meetings. | Timezone, host routing and booking confirmation. |
| Outreach channels | Execute approved messages or conversations. | Contact permissions, suppression and sequence ownership. |
Bring system names, versions, API documentation and test-environment access. Review identity matching, retention, network boundaries, credential ownership and how an ambiguous write is reconciled.
Explore integration requirementsPILOT EVIDENCE
Measure the result.
Inspect the failures.
Choose an eligible cohort and record the current baseline. Keep successful conversations, verified outcomes and unresolved exceptions separate. Define a review sample that includes normal cases as well as failed tools and difficult customer requests.
Qualification completeness
Eligible reviewed leads with all required qualification fields or explicit unknowns.
Meeting correctness
Confirmed bookings with the right host, timezone and linked CRM record.
Follow-up quality
Cases with a valid next owner and no contradictory or unwanted follow-up.
| Test case | Expected behavior | Evidence to inspect |
|---|---|---|
| Prospect opts out | Stop further outreach through the applicable sequence and record the preference. | Suppression state and subsequent contact history. |
| Requested discount is outside policy | Route to an authorized seller; do not agree to a price. | Response and commercial-review task. |
| Calendar write fails | Do not confirm the meeting. Reconcile the result before retrying. | Calendar event, CRM record and retry trace. |
Agree thresholds before testing, then measure verified outcomes, action accuracy and time saved against your baseline.
Review the evaluation approachIMPLEMENTATION GATES
Prepare the workflow before production.
Pre-built means the role is a starting point. It runs alongside knowledge review, integration mapping and your organization’s release decision.
Scope
Define eligible cases around this trigger: an eligible prospect or inbound enquiry. Agree what counts as a qualified meeting, documented follow-up or clear disqualification and which requests are excluded.
Output: approved role brief and named business owner.Connect
Map required fields and approved knowledge to the systems listed above. Separate read permissions from writes, test identity matching and document failure recovery.
Output: reviewed access and data-flow map.Evaluate
Exercise the normal journey and the exception cases on this page. Inspect responses, system actions and final records together, with a reviewer for unresolved results.
Output: acceptance record and documented open issues.Release
Start with limited traffic, monitoring ownership and stop conditions. Review the first outcomes before expanding scope; keep a way to pause work and return it to people.
Output: rollout, support and recovery plan.Estimate the timeline from actual dependencies. Confirm privacy, contact requirements and decision authority with the relevant internal owners. Deployment design is not a substitute for their review.
BUYER GUIDANCE
Choose the right level of responsibility.
Hire Peter to own routine sales execution from first enquiry through qualification, booking and follow-up. Your team sets the knowledge, access and sales rules; Peter runs the work without step-by-step supervision. People handle pricing exceptions, complex negotiations and requests outside his authority.
Use simpler automation when…
The input is structured, the action is fixed and there is no ambiguity to clarify. A form, notification or rule-based workflow can be the appropriate tool. Do not add a conversational role solely to perform a deterministic system update.
Consider Peter when…
You want routine work executed end to end, without supervising each action. Keep the outcome explicit: a qualified meeting, documented follow-up or clear disqualification. Validate that the configured role can meet that outcome under your constraints.
Keep a human in charge when…
The case requires pricing exceptions, complex negotiations, contracts and requests outside his authority. The AI employee can prepare information and route the request without assuming decision authority.
Build a custom workforce when…
The job spans several distinct responsibilities or the pre-built brief does not fit. Define separate roles only where the coordination adds value, and give each handoff a clear owner.
Explore the custom pathBUYER & IMPLEMENTATION QUESTIONS
What to know before hiring Peter.
Does Peter need human approval at every step?
No. Once your knowledge, system access and sales rules are configured, Peter independently qualifies leads, answers approved product questions, books meetings, updates the CRM and manages follow-ups. He hands off pricing exceptions, complex negotiations and requests outside his authority with the conversation and completed actions attached.
Can Peter qualify leads using our own criteria?
Provide the questions, acceptance conditions and disqualification rules. Test ambiguous answers and incomplete records so the workflow does not convert assumptions into a qualified opportunity.
Can Peter book across different sales teams?
Define host routing, ownership and timezone rules, then confirm the calendar integration. A slot should only be presented as booked after the system confirms the event.
What does Peter do?
Peter qualifies leads, answers product questions, books meetings, updates your CRM and manages follow-ups autonomously. He works within your approved knowledge and sales rules, bringing in your team when a request needs judgement or authority beyond his scope. The workflow starts with an eligible prospect or inbound enquiry and is designed around this outcome: a qualified meeting, documented follow-up or clear disqualification. Agree the actual configuration and supported actions before release.
Can I set up Peter myself?
Yes. Sign up for UnleashX and configure Peter yourself. Prepare your approved knowledge, business rules, system access and exception owners. Test the configured workflow before using live traffic; supported connections and actions depend on your setup.
Can we customize Peter for our business?
Use the role as a starting brief. Define your knowledge sources, required fields, permitted actions and escalation paths. Keep pricing exceptions, complex negotiations, contracts and requests outside his authority outside automatic authority unless a separately reviewed workflow explicitly defines the relevant permissions.
Are the listed integrations available out of the box?
Connector availability depends on your systems and required operations. Confirm your vendors, versions, API operations and network requirements with the integration team. Document read and write access separately and test system failures before production.
How long will deployment take?
Estimate the schedule after reviewing scope, data readiness, integration access and approval requirements. Agree milestone owners and dependencies. Configuration, security review and evaluation are part of every deployment.
What happens when a system fails?
Define bounded retries, result reconciliation and human recovery for every write. A timeout can leave the outcome uncertain: inspect the destination record before retrying an action that could create a duplicate. Keep unresolved work visible with an owner.
How do we measure the employee’s impact?
Agree the workflow’s baseline, eligible cases and measurement period. Track verified completion, unresolved work, human review and operating cost using your source records.
Make Peter part of
your workflow.
Configure Peter’s knowledge, connect your supported systems and test the journey. You decide the scope before live work begins.
Sign up
CUSTOMER REVIEWS ON G2
From conversations to completed work.
4.9/ 5
1 / 7