Agency · Agentic AI

70% of first replies handled

An AI agent that qualifies inbound leads and hands ready conversations to sales.

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Agentic AI case study of a lead qualification agent

The challenge

Sales spent mornings on first replies. Hot leads waited hours, and after-hours enquiries went cold.

Hermes AI · OpenClaw · CRM · Guardrails

The approach

An agent with a clear job: reply, qualify, book or hand off. Approval stayed in place for anything sensitive.

How it was done

  1. 01. Map the work. Defined which questions the agent could answer and where a person had to take over.
  2. 02. Build the agent. Hermes AI and OpenClaw connected to the inbox and CRM, with limits on what it can send.
  3. 03. Test on real threads. Ran the agent alongside the team until replies matched the brand voice.
  4. 04. Launch with monitoring. Live with a daily review of conversations and a weekly tuning pass.

The results

  • 70% of first replies handled by the agent
  • Faster time from enquiry to booked demo
  • Sales only see conversations that are ready

Services behind this result: Agentic AI, AI automation.

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