Qualify and Route Leads in Real Time
Krista’s Lead Routing & Qualification Agent instantly evaluates inbound leads against your criteria and directs them to the right sales representative. No delays, no manual handoffs, just faster speed to revenue.
Who is the Lead Routing & Qualification Agent For?
Whether you lead Sales, manage training, or are in the field, Krista accelerates your pipeline velocity.
Chief Revenue Officers
Gain confidence that every lead is prioritized and delivered to the right seller without wasting time.
Sales Operations Leaders
Eliminate manual triage and reduce lead response times by automatically applying rules and routing logic.
Account Executives and SDRs
Focus only on the prospects you can best serve while Krista ensures leads reach you instantly with the right context.
Why the Krista Lead Routing & Qualification Agent?
Instant Lead Evaluation
- Krista applies your custom qualification rules and buying signals within seconds of an inbound inquiry.
Accurate Routing at Scale
- Every lead is sent to the right owner automatically, preventing dropped opportunities and accelerating follow-up.
System Integration and Orchestration
- Krista works with your CRM, marketing automation platform, and communication tools so routing happens inside your existing workflows.
How Krista Works
Krista Monitors Inbound Channels
Krista connects to web forms, landing pages, and marketing automation to capture every new lead.
Krista Applies Qualification Rules
Leads are scored and validated against your criteria such as region, company size, or product interest.
Krista Routes to the Right Rep
Qualified leads are sent to the correct sales representative in real time, along with the context captured.
Krista Handles the Process
Krista orchestrates the process and notifies reps to handle exceptions while the lead is still engaged.
Krista Learns and Refines
Routing logic and qualification criteria are continuously improved using feedback from sales outcomes, pipeline performance and human-in-the-loop executions.
Real Results with Krista
OTG Consulting Deploys Krista to Guide CTOs and CIOs Through AI Complexity
Simplifying the AI Conversation for Technology Leaders OTG Consulting advises businesses on critical technology decisions. With decades of expertise in telecom and IT, OTG’s team
Global Manufacturing Company Transforms Complex Knowledge Access with Custom Branded AI-Powered Agent
A global manufacturing company with a long history of acquisitions faced a monumental knowledge management challenge. Thousands of documents and millions of data points were nearly impossible for engineers and support staff to navigate, causing project delays and straining expert resources. To solve this, the company deployed a sophisticated, custom-branded AI assistant powered by Krista to provide instant, conversational answers from its vast documentation.
See the Krista Lead Routing & Qualification Agent in Action – Schedule a Demo Today!
Contact us to get started.
Krista Lead Routing & Qualification Agent FAQs
CRM rules are static and often brittle. Krista uses conversational logic and machine learning to refine qualification and ensure processes work based on intent and context.
Yes. Krista doesn’t just qualify and route leads, she can also trigger the next steps automatically. Once a lead is assigned, Krista can update CRM fields, notify the rep in chat or email, and even initiate follow-up workflows such as scheduling, lead scoring updates, or adding the prospect to a nurture campaign. By automating both the routing and the downstream actions, Krista ensures no lead slips through the cracks and that your team responds at machine speed.
Yes. Krista integrates with Salesforce, HubSpot, Dynamics, Marketo, and other sales and marketing platforms.
