Templates

Lead qualification agent

Quick explainer2 min readIntermediate

A lead qualification agent researches new sales enquiries, sorts them by how promising they are and drafts a follow-up for a person to approve.

In plain words

When someone fills in a contact-sales form, the agent starts a background workflow. It researches the person or company, then a model sorts the lead into a category such as qualified, needs follow-up or actually a support request, and explains why. It drafts a personal reply, but a human approves it in a chat tool such as Slack before anything is sent.

A quick example

Vercel's open-source lead agent template follows this path: form submitted, research agent runs, lead categorised with a reason, email drafted, approve or reject buttons posted to Slack, and the email is sent only after approval.

Where you'll meet it

  • Sales teams sorting inbound enquiries.
  • Routing support questions that arrive through sales forms.

Related

Sources

  1. Docslead-agent, Vercel Labs (GitHub) · read 29 Sept 2026
  2. DocsBuilding effective agents, Anthropic · read 29 Sept 2026

Checked by WhatIsAI against the sources above · 29 Sept 2026. Spotted an error? Report it.