AI Agents

Your AI SDR.
Always qualifying.

Stop manually reviewing every lead. AI agents score, qualify, and route leads instantly—so your team focuses on closing, not sorting.

Instant Qualification

Every lead is scored and qualified in milliseconds, right when they submit.

Focus on Hot Leads

Your sales team only sees qualified leads. No more manual sorting.

Consistent Scoring

AI applies the same criteria to every lead—no bias, no missed signals.

Powered by Claude

Enterprise-grade AI from Anthropic. Secure, reliable, and incredibly capable.

Two agents, infinite possibilities

Purpose-built for lead qualification and custom AI workflows

SDR Qualifying Agent

Your 24/7 sales development rep

Automatically score and qualify every lead based on your ideal customer profile. Define scoring rules, set thresholds, and let AI do the heavy lifting.

  • Custom scoring rules (field matches, operators)
  • Configurable qualification threshold
  • AI-powered reasoning & analysis
  • Auto-route qualified leads to CRM
  • Real-time lead scoring on submission

How it works

1

Lead submits form with company, role, budget

2

SDR Agent evaluates against your ICP

3

Scoring rules add points (Tech industry +30, Budget >$10k +40)

4

AI provides reasoning: "Strong fit: decision-maker at growing SaaS company"

5

Lead scores 85/100 → Qualified → Synced to HubSpot

Custom AI Agent

Your AI, your rules

Run any custom prompt against submission data. Categorize responses, extract insights, generate summaries, or analyze sentiment.

  • Write any prompt in natural language
  • Access all form fields + enriched data
  • JSON output for structured results
  • Chain with other workflow nodes
  • Use for categorization, summarization, analysis

Example prompts

1

"Categorize this support request: bug, feature, billing, or other"

2

"Summarize the feedback in 2 sentences"

3

"Extract the main pain points mentioned"

4

"Rate urgency 1-5 based on the message tone"

5

"Is this a good fit for our enterprise plan? Explain why."

Define your ICP, we'll do the rest

Set up scoring rules that match your ideal customer profile

Example Scoring Rules

industrymatches Tech, SaaS, Fintech
+30
company_size> 50 employees
+20
budget> $10,000
+40
rolecontains CEO, VP, Director
+25
emailis work email (not gmail/yahoo)
+15
Qualification threshold70 points

Leads scoring 70+ are automatically marked as qualified and synced to your CRM

Part of your workflow

AI agents run as nodes in your workflows, chained with enrichment and destinations

Form Submission
Enrich with Clay
SDR Agent Qualifies
Route: Qualified → HubSpot, Not Qualified → Nurture

Let AI qualify your leads

Every lead scored in real-time. Your sales team sees only the best opportunities.

Start free with AI
AI Agents - Your AI SDR for Lead Qualification | Orbit AI | Orbit AI