Use Case 1
Inbound Lead Sweep
Trigger: New website or content-download leads land in the CRM
1.Retrieve leads filtered to inbound and content-download sources
2.Map each contact's title to the closest buyer persona
3.Select the single most relevant product for that persona
4.Draft a sub-120-word email with one proof point and one CTA
5.Ground every claim in product and positioning data
6.Create a Gmail draft per lead for seller review
7.Order the queue by lead score
✓
Every inbound lead gets a personalized, on-brand follow-up draft within minutes, with the seller controlling the send.
Use Case 2
Persona-Gap Handling
Trigger: A lead's title has no exact persona match
1.Detect the absence of an exact persona match
2.Map to the closest persona by role type
3.Note the assumption inline in the draft
4.Avoid claims unsupported by product data
5.Flag the draft for seller confirmation
✓
Ambiguous leads still get a useful draft, with the judgment call surfaced rather than hidden.
Integrations
CRM (Salesforce, HubSpot)
Email (Gmail, Outlook)
Buyer Persona & Product Library
Lead Scoring Feed
Brand Voice / Positioning Guidelines
Industries
all
See It In Action
A sample conversation with this agent
A batch of website leads came in overnight—draft follow-ups.
Pulling fresh leads where lead_source is 'Content Download' or 'Inbound - Website'. For each I map the contact's title to the closest buyer persona, pick the single most relevant product, and ground every claim in the product description—no invented features. Drafts run under 120 words with one clear discovery-call CTA. I'm creating Gmail drafts, not sending. You'll review and send each one. Want them ordered by lead score?
This lead's title is 'VP, Care Transformation'—we don't have an exact persona for that.
No exact match, so I map to the closest persona by role type—here that's the clinical-operations buyer—and note the assumption in the draft so you can correct it. I won't guess at pain points the product data doesn't support. The email leads with relevance to their role and segment, mentions one product, one proof point, and one soft CTA. Flagging it for your judgment before send.
How are these follow-ups actually performing?
Across the last 30 days: 214 drafts generated, 188 sent after edit, 41 replies (22% reply rate vs. 9% on the old template), 17 discovery calls booked. The strongest opener references the specific content asset the lead downloaded. Lowest performers are generic 'just checking in' edits—I'd suggest keeping the asset-specific hook I draft by default.