Lead-to-Quote Agent

AI is working this lead end to end

AR

James O'Connor

SourcePast customer
LocationSouthport, QLD
StageNew
OwnerArun R.
Contact0417 664 992
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

68Medium intent

Battery retrofit · Budget pending · Phase pending

Conversation & agent activity

Live
All times AEST

  • Lead captured — Past customer

    11:57 pm

    Southport, QLD · owner Arun R.

  • Speed-to-lead sequence started

    11:57 pm

    SMS + email sent within 1 min

  • Stage set to New

    11:57 pm

    Speed-to-lead SMS

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

86%

High

Quote recommendation

Sizing in progress

Good fit for usage and budget

Margin safeguard

Above minimum

Est. margin 20%

Safe

Missing facts

Bill amount, Roof type, Power phase

All required info collected

Next action

Speed-to-lead SMS

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..