Use Case
Hand the closer a brief, not a raw form.
Unqualified holds waste the people you pay to close. The team runs your questions, enriches the account, and routes a next step you can defend.
Your rules
Qualification Criteria
Brief
At Handoff
<60s
First Response
$1,999
Team, per Month
The Challenge
Why do bad leads reach the AE?
- Inconsistent criteria - Every rep qualifies differently, and the standard lives in someone's head.
- Wasted AE time - Forms lie. The closer finds out on the call.
- Good-but-small leads ignored - Busy people skip the ones that look small.
- Missing context at handoff - The AE gets a name and a form, not a conversation.
The Solution
It asks the questions you configured, in a real conversation, then passes a brief or keeps nurturing if the fit is not there yet.
- Custom qualification rules - Your criteria. BANT is optional language, not the product
- Conversational, not a 12-field gate - It asks like a person, in the channel they answered
- Enrichment - Company and contact context before the handoff
- Routing you set - Territory, segment, or round-robin, if you configure it
How it works.
How do you start?
1
Capture
Any source you connect
2
Converse
A call or a thread. It discloses that it is AI
3
Enrich
Sage works the account
4
Hand off or hold
A briefed AE, or stay in nurture
Key Capabilities
What it actually does.
Custom qualification rules
Your criteria. BANT is optional language, not the product
Conversational, not a 12-field gate
It asks like a person, in the channel they answered
Enrichment
Company and contact context before the handoff
Routing you set
Territory, segment, or round-robin, if you configure it
Disqualified is not deleted
It stays in nurture until the fit changes
A brief, not a score
The AE gets the conversation, not a magic number
Capacity and plan facts
What the plan includes and what the system can run. Not an outcome rate we cannot back.
0
Qualification Criteria
Yours, not a BANT sticker we invented
0
At Handoff
Conversation, objections, and next step
0
First Response
Qualification starts on contact
0
Team, per Month
250 leads worked
Put this on your leads.
First 30 days on your own pipeline. No card. Live in 72h.
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