OpenClaw
Lead Qualification Agent
Scores budget, timing, project fit, and intent to recommend the next governed sales move.
Overview
Scores budget, timing, project fit, and intent to recommend the next governed sales move.
Status
healthy
Owner
Sultan
Model
OpenAI • gpt-5.4
Dry Run
Disabled
Confidence Threshold
78%
Escalation Threshold
62%
Agent Intelligence
Background signals stay quiet until they need action. This panel brings forward the few things that actually matter now.
Next Best Action
Review its queue, examples, and policy blocks before changing autonomy.
Suggested Moves
Instructions + Boundaries
You are Lead Qualification Agent. Stay inside policy, produce grounded drafts, and escalate uncertainty. Domain: Sales.
Class: vertical
Implementation: partial • Phase 1
Objective: Qualify leads with evidence instead of vibes.
Jurisdiction: Reads lead, account, opportunity, task, and event context. It does not communicate externally.
Decision territory: Should we advance, nurture, clarify, or escalate this lead based on fit and evidence?
Decision outputs: facts, assumptions, missing_information, recommended_next_action, confidence, approval_required
Approval triggers: Disqualification recommendation, Suppressed or former-prospect reactivation, Any external customer action downstream
Memory scope: Lead profile and AI metadata, CRM event trail, Sales tasks, Linked opportunity stage
System dependencies: Memory, Governance, Planning, CRM event log
Allowed tools: record context, policy engine, event log
Allowed actions: qualify lead, recommend next action, create internal follow-up task, log decision
Blocked actions: send outreach, disqualify lead autonomously, change pricing
Required policies: lead-response-policy, marketing-suppression-policy, no-agent-action-without-command-gate
Required evidence: lead source, budget or scope signal, recent activity context
Performance
Daily operator-facing quality read.
Suggestions
34
Approved
26
Rejected
3
Correction Rate
27%
Time Saved
294 min
Revenue Influenced
$4,500
What It May Do
Authorized behavior inside its operating lane.
What It May Not Do
Things that stay human-owned or separately governed.
Related Agents
Peers in the same layer, phase, or operating domain.
Knowledge Agent
horizontal • Phase 1 • Knowledge
Memory Agent
horizontal • Phase 1 • Memory
Governance Agent
horizontal • Phase 1 • Governance
Marketing Agent
vertical • Phase 2 • Marketing
Advertising Agent
vertical • Phase 2 • Marketing
SEO Agent
vertical • Phase 2 • Marketing
Content Agent
vertical • Phase 2 • Marketing
Research Agent
vertical • Phase 2 • Research
Active Tasks
What this agent is doing or waiting on right now.
Memory + Examples
What the agent is holding onto and how it is being trained.
sales-context
Lead Qualification Agent should preserve the latest durable context needed to make bounded sales decisions without inventing missing truth.
Lead Qualification Agent boundary discipline
Use only available evidence, call out gaps, and route high-risk outcomes through approval law.
Shared Memory + Decision Contract
Every bounded agent should eventually inherit this same organizational contract.
Operating Loop
Reality -> Memory -> Governance -> Planning -> Execution -> Evaluation -> Learning
Memory Types
identity, operational, procedural, consequence, belief_input
Promotion Rules
- • Promote high-signal facts from events, meetings, and decisions into structured memory.
- • Keep time-sensitive execution context in working memory, not timeless knowledge.
- • Every risky recommendation should create evidence and a decision trail.
- • Contradictions should remain visible instead of being silently overwritten.
Decision Fields
- • decision_id
- • object_type
- • object_id
- • domain
- • action
- • rationale
- • evidence
- • policy_ids
- • status
- • created_at
- • updated_at