# Inbound Lead Triage Agent

Canonical: https://synconai.com/ai-agents/inbound-lead-triage-agent

Type: Sales AI Agent for Salesforce · Category: Sales and revenue · Status: Coming soon · Runs in the background

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.

Outcome: A first response in under a minute for teams without SDRs.

- Works with: Founders, sales managers, small sales teams
- Where: Background, email, Slack notification to owner
- Runs on: Sales Cloud, Agentforce, Web-to-Lead form
- Best fit: Cross-industry B2B services

## How it works

- **Lead scoring.** Applies the fixed score table.
- **Lead enrichment and routing.** Summary, spam and duplicate check, owner assignment.
- **First response.** Acknowledgment, draft, owner alert.

## The rules it follows

- 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.

## What we need from you

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

## Not included

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

## FAQ

### 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.

Confirm editions and licenses with your Salesforce account team.

All agents: https://synconai.com/ai-agents
Contact: https://synconai.com/contact-us