Qualifies every inbound lead 24/7, sends personalised AI-drafted outreach, handles objections intelligently, and books meetings directly in reps' calendars — without human intervention. Your pipeline never sleeps.
24/7
pipeline coverage
always on
< 2 min
lead response
vs hours manually
65%
qualification rate
from qualified inbound
3×
meeting conversion
vs cold outreach
Typical build: 3-week sprint · Fixed price · Production-grade
Trigger
Lead created
Response time
< 2 min
Qualification
BANT / MEDDIC
This is the actual Agentforce configuration Kovil AI builds and deploys — not a diagram. Here is what runs inside every node.
The Agentforce SDR agent fires the moment a new Lead record is created in Salesforce — from any source: web form, Pardot campaign, event registration, or inbound email. The trigger is configured via an Agentforce Topic that maps to the Lead object. There is zero delay: the agent begins qualification reasoning within seconds of record creation, running immediately against the full Lead record including any custom fields your org uses for ICP scoring.
Before the agent writes a single word of outreach, Einstein Lead Scoring runs a predictive fit analysis: job title match against your ideal customer profile, company size within your target range, industry in your served verticals, and engagement signals from Pardot. Leads scoring below threshold are flagged for ops review, not contacted. Leads scoring above threshold proceed to the Atlas Reasoning Engine for full qualification. This prevents the agent from wasting conversation credits on unqualified traffic.
The Atlas Reasoning Engine — Agentforce's core AI reasoning layer — runs a structured qualification assessment using the qualification framework configured during setup (BANT, MEDDIC, or a custom framework built to your sales motion). Atlas checks: Budget signals from firmographic data, Authority by cross-referencing title and org chart signals, Need by matching the lead's industry and engagement to your known pain point patterns, and Timeline from any form data captured. The reasoning trace is logged in Salesforce for full auditability.
Salesforce Prompt Builder generates the first outreach email with full CRM context grounded in: the lead's industry and company, their specific engagement history (which pages they visited, which form they completed), and your product's value proposition mapped to their vertical. Every email is unique — not a template with variable substitution but AI-authored outreach that reads like it was written by your best rep. The Einstein Trust Layer prevents PII leakage and ensures every draft is reviewed against your approved messaging guidelines before sending.
The agent sends the outreach email through Salesforce's native email infrastructure — no third-party ESP required. Open, click, and reply signals feed back into the agent's context in real-time. If the lead opens but does not reply within the configured follow-up window (typically 2–3 business days), the agent automatically queues a follow-up. All email activity is logged as Activities on the Lead record — your reps have full visibility without managing a single send.
When a lead responds positively or clicks the meeting link, the agent routes to booking: it identifies the correct rep based on territory, industry, and current calendar availability, generates a personalised meeting confirmation with agenda, and creates the Event record in Salesforce with the lead attached. Leads that express objections are handled with a configured objection response sequence — the agent provides relevant case studies or ROI data and re-attempts booking after a cooling period. Conversion data feeds back to Einstein for ongoing model improvement.
Core reasoning
Agentforce's core AI layer — classifies lead intent, runs qualification logic, selects outreach actions, and logs full reasoning traces for every decision.
Predictive fit
Scores leads against your ICP before the agent acts — preventing wasted conversation credits on unqualified traffic.
Outreach drafting
Generates personalised, CRM-grounded outreach emails. Every email is unique — authored from live data, not filled from a template.
Security & compliance
Prevents PII leakage, blocks prompt injection, masks sensitive data, and logs every agent action for audit. Required for enterprise deployments.
CRM layer
The native Salesforce environment where Leads live, Activities are logged, and your reps have full visibility of every agent action.
Configuration
The Salesforce platform tool where Topics, Actions, and Instructions for the SDR agent are built, tested, and deployed to production.
Contextual grounding
Unifies engagement data, firmographic signals, and intent data to ground the agent's qualification reasoning in real-time context.
Kovil AI scopes, builds, tests and deploys this Agentforce configuration end-to-end. You do not touch Agent Builder until it is live and booking meetings.
The agent detects objection signals in lead responses (declining meeting, asking for more info, pricing questions) and routes to a configured objection handling sequence. For each objection type, the agent delivers relevant content: case studies for 'we already have a solution', ROI data for 'budget concerns', implementation timeline for 'not the right time'. After delivering the response, the agent waits a configured cooling period (typically 5–7 days) before re-attempting to book. All objection handling is logged to the Lead record.
Yes. We configure the SDR agent within your existing Salesforce org — no migration or new instance required. We work with your current Lead fields, custom objects, territory rules, and pipeline stages. The org audit in Week 1 identifies any data quality issues that would affect agent performance and resolves them before the agent goes live.
Email automation sends fixed sequences to segments. The Agentforce SDR agent reasons about each lead individually — it adapts based on ICP fit score, engagement signals, lead responses, and objection content. It can have a two-way conversation with a lead, route to the right rep based on real-time calendar availability, and make qualification decisions. It is not a sequence. It is an agent.
It ensures that when Prompt Builder generates outreach emails, no PII from the lead record is sent externally to an LLM. Data stays within the Salesforce trust boundary. It also prevents prompt injection (a lead cannot manipulate the agent by including instructions in their email), masks sensitive fields from appearing in AI context, and logs every single agent action for GDPR and compliance audit purposes.
Book a 30-minute discovery call. We'll review your Sales Cloud org, map your ICP qualification logic, and scope a 3-week fixed-price pilot — your first agent live and booking meetings within a month.
3-week sprint · Fixed-price · Production-grade · Post-launch support included