Configuring AI Agent Lead Rules for Targeted Outreach

Not every lead deserves the same first message. Lead rules let you target autopilot outreach with precision.

Conditional logic that matches real workflows

Rules support operators like equals, contains, greater than, date ranges, and more. Target leads from specific sources, product categories, or custom field values.

Examples that work in practice

• Auto-outreach only for leads tagged "New Inquiry"
• Skip autopilot for wholesale or bulk submissions
• Send a different initial prompt for service leads versus sales leads
• Delay outreach for leads imported in bulk until your team reviews them

Combining rules with agent configuration

Each phone number can have its own agent with unique instructions, initial prompts, and response delays. Rules determine which leads that agent engages.

Test before you scale

Start with a narrow rule set, monitor conversation quality, and expand coverage as you gain confidence. Analytics show which rules generate the most appointments.