Pipeline

Lead lifecycle


Lead captured (from any source)
      │
      ▼ (auto-enrichment activity — optional)
🤖 Enrichment: look up company info, LinkedIn profile, etc.
      │
      ▼
📊 Score lead (fit + intent + engagement)
      │
      ▼
Lead visible in CRM (status: new)
      │
      ▼ Human or agent qualifies the lead
      │
      ├── Qualified → lead.status = qualified
      │     │
      │     ▼
      │   (optional) Agent drafts follow-up email
      │   Human reviews + approves → sent via email channel
      │
      ├── Not yet ready → enroll in nurture sequence
      │     │
      │     ▼
      │   Automated staged follow-ups (with HITL rules)
      │
      └── Disqualified → lead.status = disqualified, reason noted

Statuses

Status	Meaning
`new`	Lead has been captured but not yet reviewed
`contacted`	Initial outreach has been made
`qualified`	Lead meets the criteria for follow-up or conversion
`disqualified`	Lead does not meet criteria; reason recorded in `disqualification_reason`
`converted`	Lead has become a customer or completed the desired action

Status transitions are recorded as status_change entries in the lead activities timeline.

Prioritization by score

Lead queues are sorted primarily by score_total (descending), then by recency (last_activity_on) and source/campaign context. Teams can set score thresholds to auto-flag hot leads for immediate outreach.

Relationship to goals

“Generate 50 qualified leads/month” is a strategy goal type. The Data Analyst agent updates goals.current_value monthly by counting:


SELECT COUNT(*) FROM leads
WHERE tenant_id = $tenantId
  AND status = 'qualified'
  AND created_on >= period_start;

Follow-up workflow

When a lead is qualified, an agent can optionally draft a follow-up email. The human reviews and approves it before it is sent via the connected email channel. This is a HITL step — the agent never sends outreach autonomously.

If a lead is not yet ready to convert, it can be enrolled into a nurture sequence with time-delayed steps. Sequences can pause or exit automatically based on lead behavior (reply received, converted, disqualified) or based on manual intervention.

Leads — lead data model and sources
Activities — status change tracking
Lead scoring — model and ranking bands
Nurture sequences — automated follow-up flows
HITL — human-in-the-loop approval for outreach