Lead triage and drafting for an agency team that needed faster response times without losing human control
Anonymized case study. Agency-facing lead intake, triage, and handoff for services teams. Composite-free placeholder copy only.
What shipped: classification rules, AI response drafts, Slack handoff, and CRM updates. Built as a production workflow, not a demo bot, so the team could review high-value leads without manually sorting every inbound message.
An agency team checked every inbound lead manually across inbox, Slack, and CRM, which slowed first response and made follow-up inconsistent on a daily basis.
One triage workflow classified the lead, drafted a reply, and routed the right details into a review queue with account context attached and a single approval step.
The team kept human control for higher-value leads while removing the repetitive sorting work that slowed response time and created handoff drift.
Related service: AI automation agency