Sales agent template
Lead Qualification Agent
Asks the right qualifying questions and hands your sales team leads that are ready to talk.
- Education
- Professional Services
- Real Estate
- Caller: We’re looking for a solution for our support team.
- Agent: Happy to help. Roughly how many calls does your team handle each day?
- Caller: Around 300.
- Lead qualified · High volume
What this agent handles
- Needs and use case
- Budget and timing
- Decision-maker details
- Fit signals in the summary
- Handover to sales or demo booking
The Lead Qualification Agent is a ready-made OwnCoWorker template. Start with it, customise its personality, greeting and knowledge, test it and request activation before it takes live calls.
From template to live calls
How you put this agent to work
Choose the template
Start from this agent instead of a blank page.
Customise it
Set its name, personality, greeting and the knowledge it can use.
Test and request activation
Try conversations, refine answers, then request activation.
Connect a number and go live
Assign a phone number and start taking real calls.
More Sales agents
- Sales
Product Enquiry Agent
Answers product questions and helps prospects find the right option while interest is high.
- Sales
Lead Qualification Agent
Asks the right qualifying questions and hands your sales team leads that are ready to talk.
- Sales
Demo Booking Agent
Turns interested callers into demo requests with all the details your team needs.
- Sales
Sales Follow-up Agent
Follows up with prospects after enquiries or quotes, and records where each opportunity stands.
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