AI agents for sales.
One contact comes from your website, another from email, and another is already in your CRM. The challenge is to gather context, understand interest, and decide the next step. Nexo can help design agents around your business criteria.
Create my brief ↗How can an AI agent help qualify leads?
It can organize information supplied by a contact, check approved sales criteria, and prepare a summary with the next step. Your sales team receives the context to handle negotiation and closing.
From request to delivery.
Illustrative structure, subject to scope validation.
- 01
Receive the contact
Define lead sources, required fields, and the information the agent may access. Connections to forms, email, or a CRM require technical validation and permissions.
- 02
Qualify using clear criteria
A specialist agent identifies interest, business profile, and needs from available information. Missing data should be flagged or handed to a person, rather than inventing a budget or purchase intent.
- 03
Deliver an organized opportunity
The output can be a classified lead, a needs summary, and a suggested next step. Negotiation, commercial terms, and closing remain with your team.
What we need to define.
A focused workflow may only need one lead qualifier. Multiple channels, authorized research, and dependent stages may call for distinct specialists coordinated by an orchestrator.
- Contact sources and estimated monthly volume.
- Criteria that make a lead relevant.
- CRM or business system and available access.
- Who receives opportunities and handles exceptions.
Frequently asked questions
Will Nexo automatically message my leads? +
This must be included in the agreed scope, with integrations, permissions, and review rules. This website assistant only provides guidance; it does not register or contact leads.
Do I need a whole team of agents? +
Not necessarily. Start with a clear task and expand when additional responsibilities or sources justify separate agents.
Create my brief.
Choose a real task. The brief helps define agents, data, integrations, and human involvement for a tailored proposal.
Create my brief ↗contato@nexobot.tech ↗