Inbound qualification
Gather relevant business requirements, timing and buying-process information, then route the enquiry using agreed criteria without treating an inferred score as a final judgement.
AI agents & knowledge
AI sales agents
Support enquiry qualification and follow-up with agents built around your sales process.
Built around a specific business need.
An enquiry can lose momentum while a team searches for background information, asks the same qualification questions or prepares a follow-up. An AI sales agent can assist with those defined steps, helping colleagues work from consistent information while keeping commercial decisions and customer relationships under human control.
Kent Consultancy would start with your actual sales stages, qualification criteria and communication policies. The agent’s job might be to prepare a lead brief, suggest the next question or draft a response. Permissions would be explicit: reading a CRM record, updating a field and sending a message are separate actions that should not inherit the same level of authority.
Who this is for
- Sales teams managing inbound enquiries with inconsistent qualification information.
- Account managers who need concise context before customer conversations.
- Commercial operations teams seeking clearer CRM records and follow-up ownership.
Where this can make a practical difference.
Opportunity preparation
Assemble a concise brief from permitted CRM records and approved product information, highlighting missing facts rather than inventing customer needs.
Reviewed follow-up
Draft a relevant response or meeting summary for a salesperson to check, with any prices, commitments and proposed dates verified against authoritative records.
How we approach the work.
Map the sales process
Agree entry points, stage definitions, ownership and the evidence needed to progress an opportunity. Separate useful qualification from unnecessary personal data collection.
Define action permissions
List which records the agent may read or amend. Establish approval gates for external communication, discounts, contract language and any commitment made on behalf of the business.
Connect approved information
Integrate selected CRM fields and current product materials. Handle duplicate contacts, stale records and missing identifiers before relying on automated updates.
Evaluate representative enquiries
Test clear, incomplete and unsuitable enquiries. Review whether recommendations reflect your criteria and whether the agent identifies uncertainty or conflicting information.
Pilot with the sales team
Run a limited rollout with visible suggestions and reviewable changes. Use salesperson feedback to refine qualification questions and the handover into ordinary account management.
The sequence is tailored to the agreed scope, dependencies and risk. It describes our delivery approach, not a fixed timeline or performance guarantee.
What the engagement can deliver.
- A sales-agent scope and permission matrix.
- Defined qualification and routing rules.
- Configured CRM integration where agreed.
- Reviewable communication templates and example outputs.
- A monitoring and exception-handling runbook.
The proposal identifies the deliverables, acceptance evidence, responsibilities and support arrangements included in your engagement.
Measure what matters to this workflow.
Qualification completeness
The share of accepted enquiries containing the agreed decision-useful fields.
Review effort
Time colleagues spend checking and correcting agent-prepared work.
Follow-up coverage
Eligible enquiries with a recorded owner and next action.
These are measures to discuss and baseline. Targets are agreed for the specific system and data; no universal improvement percentage is assumed.
What to prepare for discovery.
- Consistent definitions for lead stages and qualification criteria.
- Access to a suitable CRM test environment or sample records.
- Approved messaging, retention rules and an owner for commercial exceptions.
Questions worth asking.
Does this replace salespeople?
The proposed role is to support specific activities. Negotiation, relationship judgement and decisions about unusual customer requirements remain with accountable people.
Can it send outreach automatically?
That requires a separately agreed communication policy, permitted audience and approval model. A drafting workflow can be useful before any authority to send is introduced.
Will it improve conversion rates?
Conversion can be tracked, but it depends on offer, market and sales execution. Initial evaluation should also measure information quality and staff effort against a baseline.