How inbound automation works
In three steps, you can build a powerful workflow to qualify, enrich, and engage every inbound lead.
1. Qualify and score leads
An inbound lead triggers the workflow. Octave's Qualify agents instantly score the lead against the products, personas, and segments defined in your Library to determine fit.
2. Enrich with deep context
Enrichment agents gather detailed intelligence on the person and their company, pulling data like career arc, key expertise, and company characteristics to inform the outreach strategy.
3. Activate personalized sequences
A Sequence agent uses the enriched data and the best-fit playbook to generate a multi-step, personalized email sequence, which is then deployed through tools like Clay, Outreach, or Instantly.
Qualify and route leads instantly
Eliminate manual review and ensure every lead gets the right attention, fast. Octave's AI agents score inbound leads against your ideal customer profile, personas, and segments in real-time, enabling intelligent, automated lead routing to the correct team or sequence.
