AI AGENTS • LEAD QUALIFICATION

AI agents for lead qualification and fast answers

ezenciel qualifies distributor/installer inquiries and strict-fit quote requests across Gmail + WhatsApp, enforces your eligibility gates, updates HubSpot/Pipedrive, and escalates to humans only when it matters.

Stop spending human time on bad-fit inbound

If your leads arrive through ads, website forms, email, and WhatsApp, your team ends up doing the same screening work over and over. When criteria are strict, most conversations should end quickly - but they still consume time.

ezenciel automates the front door: it collects missing details, enforces your eligibility gates consistently, and escalates qualified cases to the right person - with human approvals when risk exists.

Gate-driven qualification

Hard disqualifiers + reason codes so bad-fit leads stop early and good-fit leads arrive complete.

Gmail + WhatsApp

Qualify where leads actually respond - and follow up without your SDRs babysitting threads.

CRM updates

Write outcomes back to HubSpot/Pipedrive: fields, notes, handoff status, and next steps.

Human-in-the-loop control

When facts are uncertain or commitments are involved, the agent asks for approval before sending.

Two workflows we deploy first

Designed for strict criteria, high inbound, and channel-model programs.

Distributor / installer applications

Screen "become a distributor/installer" inquiries against your gates (legitimacy, experience, territory fit, ability to import from the EU), enrich with light evidence when needed, and escalate only eligible candidates.

See this workflow

Strict-fit quote requests (small projects)

Qualify inbound requests that must meet narrow criteria (location, size, timeline). If it's not a fit, respond quickly and connect them to the right certified partner when appropriate.

See this workflow
HOW IT WORKS

How it works

A controlled qualification loop: fast responses, strict gates, clean CRM handoff.

Lead arrives

From ads/forms/email/WhatsApp - with incomplete info.

Enrich + screen

Collect required fields and (optionally) do light research to assess fit without making unsafe claims.

Approve edge cases

When facts are uncertain or commitments are involved, a human approves before sending.

Update CRM + escalate

Write reason codes + notes to HubSpot/Pipedrive and escalate qualified leads to the right owner.

Case study (anonymous): global microcement manufacturer

Distributor + certified installer network qualification across Gmail + WhatsApp.

Challenge

High volume of distributor/installer inquiries with low fit and strict gates (real company, relevant experience, territory fit, ability to import from the EU). Human follow-up was slow and inconsistent.

What we deployed

A research agent that enriches and scores applicants (light public evidence + missing info capture) plus a Digital SDR agent that runs qualification in Gmail + WhatsApp, updates the CRM, and hands off qualified candidates to the right human.

Impact (customer-reported)

100% contact rate vs 56% with human-only follow-up, 2x engagement rate, and 2.5x more qualified leads. Results vary; use as proof, not a promise.

FAQ

Send us your lead qualification gates

Copy/paste your disqualifiers, required fields, and escalation rules. We'll reply with clear next steps and a proposed qualification workflow.

No spam. No attachments without permission.