Lead-to-Quote Agent

AI is working this lead end to end

AR

Sarah Thompson

SourceWebsite enquiry
LocationFlagstaff Hill, SA
StageQuote Ready
OwnerMaya Wong
Contact0412 884 210
All leads

A1 Agent is handling this lead · Monitoring replies in real time

Lead journey

  1. New

    Captured

  2. Contacted

    SMS + Email sent

  3. Qualified

    Details collected

  4. Quote Ready

    AI brief complete

  5. Quote Sent

    Waiting to send

  6. Discussion

    Awaiting reply

  7. Won

    Deal closed

Lead score

89High intent

Solar + Battery · $12,000 installed · Three-phase

Conversation & agent activity

Live
All times AEST

  • Lead captured from website form

    9:14 am

    Landing page: /solar-battery-adelaide

  • Record deduplicated

    9:15 am

    No existing matches found

  • Source tagged

    9:16 am

    Campaign: Google Ads · Ad group: Solar Battery SA

  • SMS sent

    9:16 am

    Hi Sarah, thanks for your enquiry! A1 Solar here…

  • Email sent

    9:17 am

    Your solar & battery enquiry

  • Customer replied

    9:32 am

    Hi, thanks! We're in Flagstaff Hill. Our power bills are high…

  • Bill uploaded

    9:39 am

    electricity-bill-may.pdf

  • AI extracted insights

    9:41 am

    $410 / quarter · Roof: Tiled · 3-phase · Double storey

  • Intent identified

    9:42 am

    Solar + Battery · High usage (31 kWh/day)

  • AI asked

    9:47 am

    What's your preferred budget range for this project?

  • Customer answered

    9:55 am

    Around $12k installed is ideal.

  • Quote-ready brief generated

    10:08 am

    8–10 kW solar + 10 kWh battery · Premium tier recommendation

12 events · full audit retained Auto-updated just now

A1 Agent

Live

Current objective

Get quote approved and sent

Driving this lead to a signed proposal

Confidence

94%

High

Quote recommendation

8–10 kW + battery option

Good fit for usage and budget

Margin safeguard

Above minimum

Est. margin 21.3%

Safe

Missing facts

None

All required info collected

Next action

Waiting for human approval

Before sending quote to customer

Audit trail

14 actions · Last 24h

View full log

Follow-up policy (after quote is sent)

If quote is sent and no reply:

Day 2Email
→
Day 4SMS
→
Day 7Owner task
→
Day 14Final follow-up
ON

Any reply, booking or opt-out immediately stops the sequence and routes the conversation to Maya Wong.