Agent InfuseSpeak to a Human
Case Study

Lead intake agent for a service business

An inbound inquiry workflow that classified new leads, gathered missing details, prepared the first response, and updated the CRM before staff review.

The challenge

New inquiries were arriving from multiple channels, and staff were losing time figuring out urgency, service fit, and the right next step.

Approach

How the agent was scoped and controlled.

  1. 01

    Connected forms, email, and CRM activity into one intake workflow.

  2. 02

    Built classification rules for urgency, service type, location, and missing details.

  3. 03

    Prepared approved first-response drafts and CRM updates for staff review.

  4. 04

    Flagged high-value or unusual requests for direct human follow-up.

What improved

Operational lift without broad automation risk.

  • Faster first response
  • Cleaner CRM records
  • Fewer missed quote requests
Tools involved

Built around the existing stack.

  • Website forms
  • CRM
  • Email
  • Calendar
Next step

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