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Automation library

Lead triage

Captures new leads, scores them and hands the right ones to a person.

What it does

We have built lead triage for clients: new leads are captured, scored by AI and passed to a person to follow up. Your team spends its time on the enquiries that matter, and nobody is left waiting because a lead sat in an inbox.

Trigger

A new lead comes in.

Steps

  1. The lead is captured.
  2. AI scores it.
  3. The lead and its score are handed to a person to follow up.

Tools

  • Make.com
  • Relevance AI
  • VAPI
  • OpenAI API

Who it suits

Service businesses and agencies that get more enquiries than they can answer properly by hand, and want the best ones dealt with first.

Want this set up for your business?

It starts with the £450 Payback Check: one process timed and scored, a written report and a fixed quote.

Get your score

£450 Payback Check. Credited if you book a build within 30 days.

See how AIOS works →

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