AI Lead Triage (Qualify + Route)
Automatically qualify inbound leads and route them to the right rep, pipeline, and next step based on intent and fit.
Overview
AI Lead Triage ensures every inbound lead gets handled correctly—fast. Run Wild evaluates intent and fit, captures missing details, and automatically routes the lead to the right rep, pipeline, and next step so hot leads don’t stall and unqualified leads don’t waste sales time.
Why it matters
When all leads enter the same inbox or spreadsheet, three things happen:
- Speed drops: response and handoff take too long.
- Ownership is unclear: reps assume someone else is handling it.
- Follow-up becomes inconsistent: pipeline stages get messy and forecasting breaks.
AI Lead Triage turns inbound chaos into a structured, repeatable system.
What it does
1) Identify intent (what the lead is trying to do)
Run Wild detects why the lead reached out and what they need next, for example:
- “Book a demo / discovery”
- “Pricing / quote request”
- “Support-style question”
- “Partnership / vendor inquiry”
- “Just browsing / early research”
This intent signal determines the right next action and messaging.
2) Qualify for fit (ICP match + requirements)
Automatically capture and evaluate the data that determines whether a lead is worth a rep’s time.
Common qualification signals:
- company type / industry
- location or service area
- budget range (optional)
- timeline / urgency
- product/service match
- deal size indicators
- decision role (optional)
Outcome: qualified leads move forward immediately; non-ICP leads get routed to a different flow.
3) Enrich missing data (without extra admin)
If a lead record is incomplete, triage can:
- ask 1–3 quick questions via SMS/email
- normalize messy inputs (name formatting, phone, location)
- summarize context for the rep
This reduces “back-and-forth” and makes handoff cleaner.
4) Route to the right rep (ownership + speed)
Assign leads automatically using rules you control, such as:
- round robin
- territory (state/region/time zone)
- pipeline type (SMB vs Mid-market)
- lead source (paid ads vs referral)
- language (if applicable)
- account ownership (existing customer expansion)
This is where speed-to-lead and accountability are won.
5) Route to the right pipeline + stage (clean data, better forecasting)
Instead of “everything starts as Lead,” AI Lead Triage can place opportunities into the correct:
- pipeline (New Business, Renewals, Partnerships, etc.)
- stage (Qualified, Booking, Proposal, etc.)
- priority (Hot/Warm/Cold)
- next task (call, text, schedule, nurture)
Your CRM stays accurate without manual updates.
6) Trigger the right next step automatically
Once triaged, Run Wild can kick off the correct workflow, such as:
- immediate SMS + email follow-up
- schedule link / meeting booking flow
- inbound call routing / connect-to-rep
- nurture sequence for early-stage leads
- notify a rep in real time for high-intent leads
How it works (high-level flow)
- Lead arrives (form, inbound call, chat, integration)
- AI evaluates intent + fit (using your criteria)
- Collects missing details (if needed)
- Assigns owner (rep/team)
- Places lead into pipeline + stage
- Triggers next step (message, call, schedule, or nurture)
- Logs the summary + reasoning for full visibility
Key capabilities (scan-friendly)
- Intent detection: know what the lead wants, immediately
- ICP fit scoring: route based on your definition of a qualified lead
- Rule-based + AI routing: combine deterministic rules with intelligent classification
- Automatic ownership: no more “who’s handling this?”
- Pipeline hygiene: correct pipeline, stage, and next steps without admin work
- Rep-ready summaries: key context, answers, and recommended action
- Escalation triggers: instantly notify humans for high-value or urgent leads
Controls & guardrails
You control qualification criteria
Define:
- required questions (and acceptable answers)
- disqualifiers (out of area, too small, wrong use case)
- when to auto-book vs when to escalate to a rep
You control routing rules
Set rules for:
- territories and teams
- round robin vs priority reps
- VIP/high-intent handling
Human handoff for edge cases
When the lead is unclear, sensitive, or high-stakes, Run Wild can route to a rep with:
- conversation history
- extracted details
- recommended next message/call outcome
Use cases
Use case 1: “Book a demo” lead from the website
Goal: fast qualification + instant scheduling
Flow: detect high intent → confirm a key qualifier → route to correct rep → trigger scheduling.
Use case 2: Price shoppers vs serious buyers
Goal: protect rep time while staying responsive
Flow: detect pricing intent → capture budget/timeline → route qualified leads to reps, others to nurture.
Use case 3: Multi-location / territory routing
Goal: correct owner on first touch
Flow: parse location → assign territory rep → trigger immediate SMS and call task.
Use case 4: High-value lead (VIP path)
Goal: immediate escalation
Flow: detect high ICP score or deal size → notify rep instantly → connect call or book directly.
FAQs
Is triage fully automatic, or can reps review first?
Both. You can run in full autopilot or require approval for certain routing/scheduling actions.
Can we customize what “qualified” means?
Yes—qualification criteria, disqualifiers, and required fields are configurable.
What happens to leads that aren’t a fit?
They can be routed into a separate pipeline or nurture flow so they still get a good experience without consuming rep cycles.