AI Agents
Discovery Express

Revenue ops

Inbound Lead Qualifier

Answers every inbound lead in under five minutes, qualifies it and books the meeting before a competitor replies.

In productionInternal useReviewed September 3, 2026
Inbound · lead 7731
Demo data

  1. 00:00

    Form submitted from /agents/collections-renewals

  2. 00:04

    Enriched: 1,200 employees · insurance · México

  3. 00:09

    Classified: qualified, 91% confidence

  4. 00:31

    WhatsApp sent · reply received 02:10

  5. 03:48

    Meeting booked with the account owner

Under five minutes

Time to first contact 0:31 · meeting in 3:48 · routed round robin

KPI it moves
~90% confidence on ~120 leadsMeasured
Channels
WhatsAppVoiceEmail
Integrates
  • HubSpot
  • Website forms
  • Telephony
  • Google Calendar / Outlook
A phone lighting up with a new message on a desk at night, the city behind
Revenue ops

What it does

Every inbound lead answered first. Every qualified one on a calendar.

Where it lives

Your cloud, your repo, your IP.

1. Receives 2. Looks up 3. Decides 4. Acts 5. Escalates 6. Learns

Channels

  • WhatsApp
  • Voice
  • Email

Inbound Lead Qualifier

03Decides

Systems it integrates

  • HubSpot
  • Website forms
  • Telephony
  • Google Calendar / Outlook

A person on your team

01

Receives

Takes the lead from the website form, WhatsApp or a call and answers within the SLA, in the lead's language.

02

Looks up

Checks the company, the existing CRM record and the fit against your ICP and disqualifiers.

03

Decides

Scores fit, urgency and owner, with a confidence level and a short reason written to HubSpot.

04

Acts

Asks the two or three qualifying questions, books the meeting and creates the deal with the context.

05

Escalates

Routes enterprise accounts, existing customers and low-confidence cases to a person at once.

06

Learns

Takes rep feedback on fit and won or lost outcomes into the classifier every week.

KPI it moves

Measured, with the source.

Every figure has a row in the Proof Ledger: source, date, owner and client permission.

Proof Ledger
Measured

Measured

~90%

Classification confidence

DaCodes inbound engine, ~120 leads, internal measurement Sep 2026

Target, being measured

Under 5 minutes

Time to first contact

KPI of the internal deployment, measured per lead in HubSpot, Sep 2026

Target
Reviewed September 3, 2026

How it is governed

Every action has an owner, an eval and a limit.

Set in the Blueprint, enforced by the Govern layer of the platform.

Govern · Approval queue
Demo data

Waiting for a person

Lead asks for a price · a rep makes any commitment

Lead 7731 · WhatsApp

Weekly eval

Passing

Classification agreement with reps

92.6%

Last 8 runs
89.5% → 92.6%

Weekly sample · tone against your guide passed

Limit, enforced

Price question routed to a rep with the thread

Human approvals

  • Routing rules and ICP disqualifiers approved by sales
  • Any commitment on price, scope or dates

Typical evals

  • Classification agreement with reps on a weekly sample
  • Response time and booking rate per channel

Limits

  • No pricing or proposals; it books the conversation
  • Consent and privacy notice before any data collection

Time to production

8 to 12 weeks

of pilot to production under a KPI Contract, after a Blueprint of 1 to 2 weeks

2 to 4 weeks of tuning on your ICP, forms and routing inside the pilot. In production internally at DaCodes, so the HubSpot side is proven.

DaCodes delivery standard, Sep 2026. Integration is the long pole, not the model.

How we deploy
The four phases
Commitment gate

  1. 01Discovery Express

    2 sessions, no cost

  2. 02Blueprint

    1 to 2 weeks

  3. 03Pilot

    8 to 12 weeks

  4. 04Scale & Managed

    Continuous

  • Pilot, first 8 weeks
  • Up to week 12 of the pilot
  • This agent: 2 to 4 weeks of tuning, inside the pilot
  • Commitment gate: the KPI decides Scale

Proof and demo

What backs the label.

Related agents

Same function or industry.

All agents
A solutions architect sketching an architecture diagram on a whiteboard
In productionInternal use

Revenue ops

Quote & Proposal Agent

KPI it movesMeasured

Transcript to proposal in 40 to 45 minutes

FAQ

Direct answers.

Because the production deployment that backs the label is our own inbound engine: ~120 leads classified at ~90% confidence. The label changes to a client result when an external pilot closes.

Yes. Forms, WhatsApp and voice all land in the same flow, and the lead gets an answer in its language within the SLA you set.

Fit score, reason, urgency, owner, the answers to the qualifying questions and the meeting. Reps see why a lead was routed to them before they open it.

Which process do we automate first?

Two discovery sessions, no cost, and you leave with two or three quick wins whether or not you build with us.

We reply in under one business day.

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