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AgentFlow sits in the gap that costs revenue teams the most: the space between a lead arriving and your team knowing what to do with it. It connects the moment of inbound capture—a form submission, a demo request, an inquiry—to the downstream operations that actually move revenue forward. Instead of leads sitting in disconnected inboxes or being manually triaged from a spreadsheet, AgentFlow runs them through a structured path: intake, AI-assisted qualification, operator review, and handoff into whatever system your team uses next. This guide shows you how to map that path for your specific business context and configure it in AgentFlow.

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Where AgentFlow Fits in Your Stack

AgentFlow is not a CRM, and it is not a form builder. It is the qualification and routing layer between them.
Your existing capture tools—whether that is a Webflow form, a Typeform, or a custom landing page—feed leads into AgentFlow. After qualification and review, AgentFlow hands the record off to whichever CRM or operations tool your team relies on. AgentFlow does not replace either end of that chain; it makes the middle intelligent and auditable.

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Common RevOps Use Cases

Agency Lead Intake and Triage

Capture inbound interest from prospective clients, score each lead against your agency’s ideal client profile, and surface the highest-priority records to your team before they go cold.

SaaS Demo Request Qualification

Evaluate demo requests against product-fit criteria—company size, use case, budget signals—so your sales team spends call time on prospects who are likely to convert, not just curious browsers.

Consultant Inquiry Routing

Route inbound inquiries to the right consultant or practice area based on service type, engagement size, or geography, with AI-assisted scoring to prioritize follow-up sequence.

Paid Discovery Routing

Identify leads who meet your paid discovery threshold and route them directly into a billing-ready flow, bypassing the manual back-and-forth of scoping conversations before value is established.

Service Business Structured Follow-Up

Give service businesses a repeatable intake structure that replaces ad hoc email threads with a consistent qualification path and a clear handoff into project management or scheduling tools.

Operator Review Queues

Build custom review checkpoints where a human operator confirms AI-scored decisions before handoff—critical for high-value or high-risk lead categories where automation alone is not sufficient.
These use cases reflect AgentFlow’s product direction. Verify qualification quality and provider behavior for your specific business rules during a private technical review before committing to any use case in a client or production context.

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Map Your Workflow Before You Configure It

The most reliable way to configure AgentFlow is to map your workflow on paper before touching any settings. Use the exercise below to define each stage for your specific context.

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Workflow Mapping Exercise

Work through each row for your business context before you open AgentFlow’s configuration. A completed mapping table becomes your configuration spec.

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Configure Qualification Rules for Your Business Context

Qualification rules are the logic AgentFlow uses to score each incoming lead. They translate your human judgment about what a good lead looks like into criteria the AI can evaluate consistently.
1

Define Your Fit Signals

List the positive indicators that suggest a lead is a strong match: industry, company size, role, stated use case, budget range, or any other field your intake form captures. These become the positive weight factors in your qualification logic.
2

Define Your Disqualification Conditions

List the hard stops—conditions that make a lead a poor fit regardless of other signals. Disqualification conditions prevent your operator queue from filling with records that will never convert.
3

Set Your Scoring Thresholds

Decide the score bands that map to each outcome: auto-advance to review, hold for manual decision, or auto-reject with a no-fit response. Start conservative—a tighter threshold for auto-advance means fewer false positives in your operator queue.
Run your first 20–30 real leads through manual review even after you configure scoring thresholds. Use the results to calibrate your rules against actual inbound quality before you trust automation to route records without oversight.
4

Configure Grey-Zone Handling

Define what happens to leads that fall between your accept and reject thresholds. The most common pattern is a manual review queue with a time-bound operator decision. Decide your response window and escalation path before launch.
Qualification rules are business-logic decisions, not just configuration settings. Involve whoever owns your sales criteria—a founder, sales lead, or client stakeholder—in defining fit signals and disqualification conditions. Do not configure rules based on assumptions alone.

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Connect to Your CRM or Downstream System at Handoff

Handoff is where AgentFlow’s value becomes visible to the rest of your revenue operation. A qualified lead that stays inside AgentFlow and never reaches your CRM has not actually moved your pipeline forward.
1

Identify Your Handoff Destination

Name the specific system that receives qualified leads: a CRM like HubSpot or Salesforce, a project management tool, a Google Sheet, a calendar booking link, or a custom API endpoint. Be specific—“our CRM” is not specific enough to configure a handoff.
2

Map AgentFlow Fields to Destination Fields

For every field AgentFlow captures or generates—name, email, qualification score, operator notes, next-step flag—identify the corresponding field in your destination system. Gaps in this mapping mean data loss at handoff.
3

Define the Handoff Trigger

Decide exactly what event triggers the handoff: operator approval, a minimum score threshold, billing step completion, or a combination. Ambiguous triggers cause duplicate records or missed handoffs.
4

Test with a Real Record

Submit a test lead through the full pipeline and confirm it arrives in your destination system with all fields correctly populated. Do not accept a schema review as evidence of a working handoff—verify with an actual record.
Save your test record in a clearly labeled staging state in your CRM so it does not pollute your live pipeline data during validation.
AgentFlow’s roadmap includes expanded CRM and operations handoff patterns, optional Google Calendar workflow integration, and optional Google Sheets workflow integration. These are future opportunities and should not be treated as complete until separately implemented and verified. For current handoff options, verify what is available during a private technical review.

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Related Guides

With your workflow mapped and configured, these guides cover the adjacent pieces:
  • CRM Handoff — Step-by-step instructions for connecting AgentFlow’s qualified records to your CRM, including field mapping, trigger configuration, and handoff verification.
  • Operator Review — Understand the operator review stage—what operators see, how decisions are recorded, and how manual checkpoints fit into an otherwise automated pipeline.
  • Agency Deployment — If you are configuring AgentFlow across multiple clients, the agency deployment guide covers tenant boundaries, per-client configuration, and pre-launch verification requirements.