Outlook Lead Qualification Agent with Hermes
Live demo
Watch it work before it's live
Field service licences for 11 sites before the February shutdown
Hello, I run maintenance planning at Cobre Andina, we service copper processing plants across northern Chile with roughly 900 staff over 11 sites. Our technicians still close work orders on paper and we lose about two days a month typing them back in. Budget for this year is approved and we want to be running before the February shutdown, so onboarding would have to start in the first week of December. Could you send pricing for 60 technician licences, and confirm whether you integrate with Dynamics 365 Finance, since that is where our asset register lives? I sign for this, although our IT security team reviews every cloud vendor before we commit.
What you'll need
Set up in minutes
Connect Outlook
One sign-in. The agent acts through your account, scoped to what this template uses.
Connect HubSpot
One sign-in. The agent acts through your account, scoped to what this template uses.
Connect Microsoft Teams
One sign-in. The agent acts through your account, scoped to what this template uses.
Qualification criteria
Who is worth a rep's time - the industries, company sizes, roles, and budget or timing signals you want, plus what rules someone out on the spot. This is the only yardstick the agent scores against.
Team notes
What your reps want to read before they dial, and how blunt the verdict should be about a weak lead. It shapes both the HubSpot note and the Teams post.
Runs on Hermes
Preselected for this page — connect your Hermes account during setup, or switch to NoClick's built-in models with one click.
Watch it handle a test run
A staged conversation against a simulated world — then it’s live.
A considered pairing
Why Hermes for this agent
Pitches are not leads
A partnerships email that describes your own business back to you looks like interest and is not. Separating those two is the reasoning this template leans on hardest.
Working shown, not asserted
The verdict arrives with the sentences from the email that produced it, so a rep can disagree with a score in about ten seconds.
Good to know
Before you fork
How do I check it before trusting the Teams channel?
The template ships with three staged emails, a ready-to-buy enquiry, a vague price question and an agency cold pitch, which is the spread that exposes a bad yardstick. Run them and read the HubSpot notes as closely as the verdicts. If the agency pitch reached Teams, your criteria need a disqualifier line rather than a different model.
Other editions
Run it with a different agent
Make it yours
Put Outlook Lead Qualification Agent to work on Hermes.
Free to start. Guided setup, a staged test run, and a workflow you can change at every step.