Agent archetype
Inbound qualification agent
Engages every inbound lead in 60s, runs the discovery flow a good SDR would, books AEs only when they should be talking.
Cost + timeline envelope
- Build cost
- $45–80K
- Run cost
- $800–1.5K (Anthropic + infra)
- Timeline
- 5–7 weeks for v1
Final scope and price quoted on a discovery call. These ranges cover typical engagements — yours could be lower or higher.
Inputs
Inbound form submission
Name, email, company, problem statement, source.
Enrichment data
Apollo/Clearbit/BuiltWith. Industry, size, tech stack.
Prior email thread
If they've contacted before, full thread context.
Outputs
Qualified booking
AE calendar invite with briefing note.
Unqualified nurture
Polite resource-link reply + CRM tag.
CRM record
Structured fields populated, intent classified.
Responsibilities · Building blocks · Guardrails
Responsibilities
- Multi-channel engagement (web chat, email reply, SMS)
- Structured qualification (pain, timeline, authority, budget signal)
- Calendar booking for qualified leads
- Nurture routing for not-yet-ready leads
Building blocks
- LangGraph for branching qualification flow
- Calendar integration (Cal.com / Calendly)
- CRM write-back (HubSpot / Salesforce)
- Eval suite for qualification quality
Guardrails
- Never quote pricing — always defer to the AE
- Escalate to a human SDR if the lead is angry or expresses urgency
- Log every conversation with intent classification
Production metrics we target
Time-to-first-touch
< 60 seconds
Booking rate (qualified)
85%+ on qualified leads
Close rate on agent-booked vs SDR-booked
Within 10% delta
Escalation correctness
100% on flagged-angry signals
Eval suite seed cases (day-one set)
- Case 1 · Strong inbound · large company · clear timeline → expect booking
- Case 2 · Tire-kicker · academic email · vague problem → expect polite nurture
- Case 3 · Angry inbound · complaint about prior outreach → expect human SDR escalation
- Case 4 · Wrong-fit · single-person business with no budget → expect polite decline
- Case 5 · Multi-turn happy path · clarifying questions before booking
Suite grows to 50+ cases by week 6 — each production edge case we encounter becomes a permanent case.
Where this archetype shipped
Case study
Lead qualification agent · 47% more demos
Read the build →
Want this in your stack?
20-min call. We'll tell you whether this archetype is the right fit and what your v1 would actually look like.
