AISOS AI Sales OS

Inbound: Lead Triage

Every new lead is checked, sorted and answered in your voice within the hour. The agent does the research and the first draft. You read it and press approve.

  • Runs hourly with a 24-hour look-back
  • 10–20 minutes saved per lead
New leadTuesday, 9:12 am
Who

Head of Research at a mid-size crypto fund

Company email, firm verified, 20–50 staff. No earlier contact in the CRM or inbox.

Verdict

Qualified: reply today

Fits your target profile and asked a specific question about API access.

Draft reply

Answers the API question, then asks three discovery questions

Coverage needed, number of users, timeline. Suggests a 20-minute call. No pricing yet.

How it works

The same six steps for every lead, whether it comes from your website form, a demo request or a cold email to your sales inbox.

  1. Watches your inbox and formsEvery hour it checks for new leads and looks back over the last 24 hours, so nothing slips through a busy day.
  2. Filters the noiseFree-mail sign-ups, students, vendors and spam are set aside with a short reason. You can still see them.
  3. Verifies the companyWebsite, size, what they do and whether they fit your target profile.
  4. Checks the historyPast emails, CRM records and earlier calls, so you never pitch an existing client or a deal someone else owns.
  5. Drafts the reply in your voiceIt answers their questions, asks your discovery questions and follows your pre-set rules. Drafts wait for your one-click approval.
  6. Logs it and tells youA lead or contact is created in the CRM with source and notes, and a summary lands in Slack or Telegram.

Where it shows up

New leads go to the top of your Command Center, ahead of everything else. Replies you owe stay on the list until you send them.

Command Center · New since this morning

New leads · 3

Head of Research · crypto fund
Asked about API access. Reply drafted.
7:58am · Inbound triage
Partnerships lead · payments apptelegram
Wants a call next week. Reply drafted.
7:12am · Inbound triage
Website demo request · analytics startup
Company verified, fits your profile. Reply drafted.
6:40am · Inbound triage
Command Center · Today

Waiting on you 2

Head of Data · trading firm
Asked whether historical data goes back to 2018.
waiting since Wed 11:20am
BD lead · regional exchangetelegram
Wants a 30-minute slot next week to go through the API.
waiting since Yesterday 4:40pm
Command Center · Inbound leads · Automation

Inbound lead triage

Recurring

Checks the inbox and web form, filters junk, checks history and drafts a reply in your voice.

Schedule
Every hour
Next run
in 18m
Last run
✓ Today 8:00am
Email draftsCRM leadsCommand CenterSlack alert

Rules you set once

  • When pricing can appear, and which price list it comes from
  • Which discovery questions come first
  • Which leads go to which rep or region
  • Which domains and senders to ignore
  • Greeting, tone and sign-off, from your voice guide

What you get

  • A reply waiting in your email drafts folder
  • A clean CRM record with source, notes and next step
  • A short alert in Slack or Telegram for each qualified lead
  • A daily digest of what was set aside and why
  • Nothing sent until you approve it

Set up inbound triage for your team

Tell us where your leads arrive, what makes one qualified and how you like to reply. It takes about 10 minutes.

Start the intake form