Outlook Lead Qualification Agent with OpenCode
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 OpenCode
Preselected for this page — connect your OpenCode 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 OpenCode for this agent
Junk mail has a price
Every recruiter email is still a run. Setting the model is how you keep the cost of reading them proportionate to the value of finding the one real buyer.
Criteria live in the workflow
Your bar for a real lead and the summary style your reps prefer are variables, so changing models later leaves both of them alone.
Good to know
Before you fork
Does the model change how strict the scoring is?
The criteria do the deciding, but how literally they are applied does vary, and a weaker model tends to be more generous with a borderline lead than you would be. Stage the vague one-line price question and see whether it passes. If the channel fills with weak leads, tighten the criteria wording before you change anything else.
Other editions
Run it with a different agent
Make it yours
Put Outlook Lead Qualification Agent to work on OpenCode.
Free to start. Guided setup, a staged test run, and a workflow you can change at every step.