Lead-to-Quote Agent

AI is working this lead end to end

AR

Michael Chen

SourceMeta campaign
LocationRyde, NSW
StageQualified
OwnerArun R.
Contact0433 771 908
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

82High intent

Solar + Battery + EV charger · Budget pending · Single-phase

Conversation & agent activity

Live
All times AEST

  • Lead captured — Meta campaign

    11:34 pm

    Ryde, NSW · owner Arun R.

  • Speed-to-lead sequence started

    11:34 pm

    SMS + email sent within 2 min

  • Stage set to Qualified

    11:34 pm

    Call back lead

3 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

88%

High

Quote recommendation

10 kW + 13 kWh battery

Good fit for usage and budget

Margin safeguard

Above minimum

Est. margin 20%

Safe

Missing facts

None

All required info collected

Next action

Call back lead

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 Arun R..