Lead-to-Quote Agent

AI is working this lead end to end

AR

Daniel Roberts

SourceReferral
LocationNewcastle, NSW
StageWon
OwnerArun R.
Contact0407 332 640
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

95High intent

Solar + Battery · Budget pending · Three-phase

Conversation & agent activity

Live
All times AEST

  • Lead captured — Referral

    12:00 am

    Newcastle, NSW · owner Arun R.

  • Speed-to-lead sequence started

    12:00 am

    SMS + email sent within 1 min

  • Stage set to Won

    12:00 am

    Installation workflow created

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

Roof type

All required info collected

Next action

Installation workflow created

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..