Sales & CRM
Speed-to-Lead Response Agent
Human-approved · Standard · Critical severity
Works with: D365 Sales, Outlook, Teams, Website forms
The problem
Inbound leads decay by the hour, but new leads sit in D365 (or a shared inbox) until someone notices. The first company to respond usually wins the conversation. Most SMB sales teams respond in hours or days, not minutes.
What the agent does
- Trigger: new lead created in D365 Sales (web form, email, or manual entry).
- Checks fit against qualification rules (territory, product interest, duplicate/existing account).
- Assigns the right owner based on territory/round-robin rules.
- Drafts a personalized first response with 2-3 proposed meeting times.
- Human approval: owner gets a Teams notification with the draft — approve, edit, or take over.
- On approval, sends the email, logs the activity, and sets a follow-up task in D365.
You need this if
- Leads regularly wait more than an hour for first contact
- Lead ownership is unclear or manually assigned
- Marketing spend is generating leads nobody works quickly
Who uses it
Sales reps, sales manager, owner.
What goes in, what comes out
In: lead record, account history, territory rules, rep calendars. Out: drafted first-touch email, assigned owner, logged activity, follow-up task.
Why it pays
Response time drops from hours to minutes on 100% of inbound leads. If faster response converts even 1-2 extra deals/quarter, the agent pays for itself many times over.
Built to be trusted
- Never sends email without owner approval
- Never contacts existing customers' contacts flagged do-not-contact
- Runs entirely in your Microsoft tenant — first-party connectors, DLP-enforced, your permissions model.
Want this running in your tenant?
The full implementation spec — trigger design, connectors, licensing plan, and governance setup — is what we bring to the scoping call.