Multi-Touch SDR Outreach Automation - Voice, Email + WhatsApp
Eliminate lead routing delays and ensure every prospect is assigned to the best-fit sales rep instantly. The agent considers rep skills, workload, territory, and lead quality when making assignments.
AI operates via
How It Works
- 01
Lead Qualification
Inbound lead assessed for quality and fit before routing.
- 02
Rep Matching
Agent matches lead to rep based on territory, skills, and historical conversion rates.
- 03
Workload Balancing
Ensures even distribution of leads across team considering current pipeline size.
- 04
Automatic Assignment
Lead assigned to CRM with automated notification and task creation.
See How It Works
The AI Employee executes each step autonomously - no human intervention required unless explicitly configured.
Lead Qualification
Rep Matching
Workload Balancing
Automatic Assignment
Lead Qualification
Inbound lead assessed for quality and fit before routing.
Rep Matching
Agent matches lead to rep based on territory, skills, and historical conversion rates.
Workload Balancing
Ensures even distribution of leads across team considering current pipeline size.
Automatic Assignment
Lead assigned to CRM with automated notification and task creation.
Key Results
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Integrate With Your Favourite Tools
TRUSTED BY HIGH-GROWTH BUSINESSES
Ready to deploy this template?
Our team will configure this template to your CRM, compliance rules, and brand voice. Live in under 7 days.