Enrichment Agent
Deep context on every lead, automatically
- Auto-enrichment on booking confirmation — runs silently in background
- Structured JSON briefing card with company and contact data
- Competitive signal detection (current tools in use)
Gate your calendar with AI intelligence
Conversationally qualifies leads before showing any calendar slots. Scores lead intent on a 0-100 scale, determines meeting type, and gates the calendar so reps only meet with qualified prospects. Works across SMS, chat, WhatsApp, and email — feels like talking to a human, not filling out a form.
What goes in, what comes out.
Qualification Agent
Combine this agent with others for a complete pipeline.
Deep context on every lead, automatically
Right lead, right rep, every time
Book meetings in conversation, not on a form
This agent is included in the following pre-built teams.
Powered by UpBookIt. Replaces the SDR function for inbound lead scheduling. Books meetings with branded pages and AI chat, qualifies every lead, enriches with company context, routes to the right rep, prevents no-shows, delivers pre-meeting briefs, and closes the loop with AI follow-up.
SDR Replacement Savings
$53k-$102k/yr
Built for outside sales reps who meet prospects in person. Adds geographic territory routing and travel-time-aware scheduling to the core SDR pipeline. Clusters meetings by location, calculates drive times, and delivers morning route briefs.
Route Efficiency Gain
28-35%
End-to-end client intake pipeline. Qualifies prospects based on fit and urgency, routes to the right team member, schedules with service-type intelligence, and reduces no-shows with smart reminder sequences.
No-Show Reduction
20-40%
Automates the recruiting pipeline from candidate screening through interview scheduling. Screens candidates, matches to interviewer panels, coordinates multi-host scheduling, delivers prep briefs, and handles post-interview follow-up.
Recruiter Time Saved
4-6 hrs/week
Qualification Agent is expected undefined. Join the waitlist to be first in line.