Inbound Lead Triage Agent

1. 01

   Lead scoring

   Applies the fixed score table.

2. 02

   Lead enrichment and routing

   Summary, spam and duplicate check, owner assignment.

3. 03

   First response

   Acknowledgment, draft, owner alert.

• Never set Status to Unqualified; Cold leads go to Nurture. Spam only when the email is on the blocked list; log the reason.
• Slack alerts contain name, company, score only.
• Score and reason on every non-spam lead.
• Owner assigned from the territory table.
• Only the approved acknowledgment is ever sent automatically.
• Hot leads always have a draft and an owner alert.

Runs on Sales Cloud, Agentforce, Web-to-Lead form. Confirm editions and licenses with your Salesforce account team.

Salesforce products

Sales CloudAgentforceWeb-to-Lead form

Editions and licenses

Agentforce must be enabled in your org. Confirm editions and licenses with your Salesforce account team; we check them in the first workshop.

Agent type

Autonomous agent

From you

Your scoring criteria and territory list. · Verified sending address. · Slack optional for alerts.

Language

English. The agent writes in your locale and follows your wording settings.

Where it runs

Inside your Salesforce org. Records are read and written through the agent’s approved actions only.

Not included

Two-way chat with the lead and meeting booking. · Paid enrichment providers. · Lead conversion.

Designed in full before a line is built, with 8 scripted test conversations. The numbers become verified results when the agent is delivered.

• Deployable sourceThe agent, its actions, objects and screens as Salesforce metadata, in your repository.
• Solution designA Solution Design Document with UML: architecture, data model, sequence and security.
• Test suiteApex tests on every action, plus scripted conversations replayed before every release.
• Least-privilege accessIts own permission sets, so the agent and your staff see only what the job needs.
• Runbook and handoverHow to run it, change its rules and roll back, with a walkthrough for your team.

• Least-privilege access

  It runs as its own user with a permission set written for this agent, so it can reach only what the job needs.

• Changes only through approved actions

  The agent cannot edit records freely. Every change goes through one of its 6 actions, each with one job.

• People make the big calls

  Never set Status to Unqualified; Cold leads go to Nurture. Spam only when the email is on the blocked list; log the reason.

• Runs inside Salesforce

  Agentforce runs on the Salesforce platform and its Einstein Trust Layer. Confirm which Trust Layer features apply to agents in your org with your Salesforce account team.

• Every change is on the record

  What the agent does lands as normal Salesforce records with their full history, so you can see who changed what and when.

• The review is free

  A 60-minute call with an architect about the Inbound Lead Triage Agent and your org, with a written plan you keep.

• A fixed-scope proposal first

  Before any work starts you get a written proposal with milestones. You approve it, or you do not.

• Timing follows scope

  How long it takes depends on your setup and your rules. The proposal states the milestones up front.

• Or inside a monthly plan

  Agents can be built and run through one of our monthly delivery plans, alongside your other Salesforce work.

Salesforce licenses, including Agentforce, are bought from Salesforce and are not part of our fee. See our plans and pricing →

• One-page brief (PDF)

  What it does, the rules it follows and what you need, on one page you can forward.

  Get the brief →

• Slide deck (PDF, 6 slides)

  For your team or steering group: the problem, what it does, the rules it follows and how we deliver it.

  Get the slides →

• Talk to an architect

  A free 60-minute session on how it would work in your org, with your processes, your data and your rules.

  Book a session →

• The whole library

  Every agent we offer, by business area.

  Browse agents →

Further reading from our architects

• Agentforce for sales: where it helps, and where reps quietly ignore itA fourth test for sales AI candidates beyond value, data readiness and error cost: workflow fit. What genuinely helps reps, what they route around, and why review is not a control.
• Claudeforce: what actually changes for the people who run the orgSalesforce and Anthropic announced Claudeforce on 26 August 2026. What the sources actually state, what nobody has published yet, and what to do in your org before the beta reaches you.
• The grounding checklist we run before an agent talks to a customerTwelve pre-flight checks we run before an AI agent is allowed near a real customer, each with the failure it catches and the fix. A go or no-go list, not a readiness score.

• What does the Inbound Lead Triage Agent do?

  A background Agentforce agent that scores new web leads with a fixed rule table, summarizes them, routes them by territory, sends an approved acknowledgment and saves a personalized draft for hot leads. A first response in under a minute for teams without SDRs.

• Which Salesforce products does it run on?

  Sales Cloud, Agentforce, Web-to-Lead form. Confirm editions and licenses with your Salesforce account team.

• Where do people use it?

  Background, email, Slack notification to owner.

• What does it not do?

  Two-way chat with the lead and meeting booking; Paid enrichment providers; Lead conversion.

• Is there a demo?

  Not yet. This agent is in our build program and is coming soon. We can scope it for your org now, and show you the agents that are already live.