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Lead Scoring

Lead Scoring

Customer Segmentation Analysis

Customer Segmentation Analysis

Customer Churn Predictor

Customer Churn Predictor

Social Media Sentiment Tracker

Social Media Sentiment Tracker

Personalised Product Recommendation

Personalised Product Recommendation

Call Transcript Analysis

Call Transcript Analysis

Customer Feedback Analysis

Customer Feedback Analysis

Brand Voice Consistency Check

Brand Voice Consistency Check

Content Generation

Content Generation

RFP Analysis

RFP Analysis

CRM

Lead Scoring

This AI lead scoring agent task analyses and evaluates prospect data to optimise sales processes. The task configuration outlines how to:

  • Quantify lead quality through engagement analysis

  • Score prospects based on behavioural patterns

  • Track interaction history and communication trends

  • Evaluate demographic and firmographic alignment

  • Generate prioritised lead rankings


As a modular task, it integrates with CRM and marketing automation platforms, enabling AI agents to execute systematic lead evaluation within existing sales workflows. The task specification includes outputs for engagement scoring, prospect prioritisation, and value assessment, adaptable across various B2B and enterprise sales contexts. The system continuously can refine its scoring models based on conversion outcomes and market dynamics, ensuring optimal resource allocation and pipeline management.

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Example outputs:

{
  "lead_score": "78",
  "engagement_metrics": [
    "Email opens:12",
    "Email clicks:5",
    "Website visits:8",
    "Content downloads:2",
    "Social media interactions:3"
  ],
  "behaviour_patterns": [
    "Frequent engagement with email content",
    "Multiple visits to pricing pages",
    "Downloaded white papers on industry trends",
    "Attended recent webinar on product features"
  ],
  "key_interests": [
    "Product pricing",
    "Industry trends",
    "Advanced features"
  ],
  "recommended_actions": [
    "Schedule a personalised demo focusing on advanced features",
    "Send targeted case studies relevant to the lead's industry",
    "Invite to an exclusive webinar on upcoming product enhancements"
  ],
  "potential_value": "High",
  "scoring_breakdown": [
    "Engagement score:35",
    "Demographic fit:20",
    "Company size:15",
    "Budget alignment:8"
  ],
  "lead_stage": "Consideration",
  "is_high_priority": true

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Customer Segmentation Analysis

Customer Segmentation Analysis