Signal Routing Agent
Route every lead to the right playbook automatically
Hot? Slack alert and sequence. Warm? Nurture. Cold? Re-score in 3 weeks.
How routing works
Score comes in
Account scored across fit, intent, engagement, and growth
Agent classifies
HOT, WARM, or COLD based on your thresholds
Playbook triggers
Slack alerts, CRM deals, nurture sequences, or hold
Rep gets assigned
Routed by territory, vertical, or deal size
How it works
Define your playbooks
Routing rules in plain English. Branch by persona or deal size.
Signals flow in
CRM, intent providers, and website analytics connected.
Playbooks trigger automatically
Hot leads get alerts. Warm leads enter nurture. No manual steps.
Sample output
Account
Coinbase
coinbase.com · Fintech · 3,500 employees
Score
85/100
Actions triggered
Slack alert sent to #sales-alerts
with account briefing, score breakdown, and key signals
Deal created in Salesforce
Stage: Qualified | Amount: $85K ARR est.
Contacts loaded into SmartLead sequence
"Enterprise Fintech" — 3 contacts, 5-touch sequence
AE assigned: Sarah K.
Based on territory (West Coast) and vertical (Fintech)
Key signals
Intent-based lead routing and playbook automation
Combines website visitor tracking, Bombora, 6sense, and CRM signals into one agent that classifies and routes automatically.
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