Sales Qualification Agent
Qualifies leads by automating research and outreach drafting, so sellers spend time on the opportunities most likely to convert.
Where it fits
Sits at the top of the funnel, it researches and enriches inbound and target leads, drafts personalised outreach, and scores them for the seller to action.
Value & ROI
Improves selling efficiency by focusing effort on qualified leads.
KPI it moves
Improved lead-handling efficiency.
Risk & compliance posture
L2, drafts outreach and scores leads; the seller reviews and sends. Nothing reaches a prospect unapproved.
Pain points it removes
- Reps spend hours researching leads that were never going to convert.
- Outreach is generic because personalising it by hand doesn’t scale.
What the L2 · Draft tier means
Produces a work product (a document, a query, a report, an outreach message) for a human to review and approve. Nothing the agent makes is used until a person signs off. Human role: Reviews & approves.
How you adopt it
Ships pre-built for Microsoft Copilot Studio, Power Automate and Azure. You connect it to your environment, certify it on the CAI Score, and it runs in your own tenant: no rebuild, no data leaving your walls.
Deployment & data
Agents run inside your own Microsoft Copilot Studio, Power Automate and Azure environment. Colleague AI hosts only the control plane: scores, policies and audit metadata. No customer data is ever processed on our side. Your data stays in your tenant.
What you get
- Copilot Studio connect package
- Microsoft 365 Copilot package
- Agent dossier (PDF)
One-time purchase. Your connect packages unlock as soon as secure checkout completes.
About Colleague AI
Colleague AI is the trust layer for enterprise AI. It certifies AI agents against the CAI Score (a five-tier risk classification from L1 to L5) documenting each agent’s controls and producing an audit trail. Agents run inside your own environment; we host only the governance control plane. So you deploy AI you can defend.