Agent 01 · CrewTAC AI Products
AI Sales Qualification Agent
Qualify, score and route inbound leads with AI-driven recommendations and CRM actions.
What it does
Qualify inbound leads, prioritize opportunities and route the right next action.
Who it is for
Sales, RevOps, marketing and B2B SaaS teams.
What you are running
Reference implementation on synthetic data. The CRM, email and calendar are mock connectors; no real system is contacted and no real message is sent.
- Lead capture and normalization
- Duplicate detection
- Intent classification
- Fit/urgency scoring
- Qualification summary
- CRM record/task creation
- Email/calendar handoff
- Human override
- Audit trail
Submit a lead
Agent result
Submit a lead to see the qualification, the score breakdown and the recommended action.
Audit trail
Every decision, tool call and approval is recorded here.
API key for this demo tenant is sent by the page. See /docs for the full OpenAPI specification.