Key highlights
- Conversational AI agent handles the full sales intake, from identifying service interest to walking the prospect through service-specific qualification criteria.
- Multiple qualification paths built into the system, so a prospect inquiring about one service gets a different conversation than one inquiring about another.
- Automated CRM entry on qualified leads, with rep assignment handled by the system based on service line.
- Intro emails sent automatically via webhook, in flight before the conversation ends.
- Lead response time dropped from days to minutes, with no leads falling through the cracks between intake and rep contact.
A beverage manufacturer and co-packer running a high-touch sales process on a low-tech intake system.
Wildpack Beverage is a beverage manufacturer and co-packer handling inbound inquiries from brands looking for production partners. The sales process at a co-packer is consultative by nature. Different prospects need different services, and each service line has its own qualification criteria, its own assigned reps, and its own context the rep needs before the first conversation.
The intake side of that process was the bottleneck. Inquiries came in through multiple channels and had to be triaged by a human before they could be routed anywhere useful.
Manual triage took days, and prospects don't wait.
The intake process at Wildpack was structurally slow.
A human had to identify which service the prospect was inquiring about, then walk them through the qualification criteria specific to that service, then collect contact data, then route the qualified lead to the assigned rep with enough context to act on it.
By the time a rep received the lead, days had passed. Prospects who were ready to talk on Monday had often moved on by the time someone reached out on Thursday. Leads were falling through the cracks between intake and rep contact, and the firm had no way to know how many.
In co-packing, the lead is hot for about 48 hours. Anything longer than that and you're competing against whoever called them back faster. It doesn't matter how good your facility is if the prospect already signed somewhere else.
A conversational AI agent that qualifies, assigns, and emails before the chat closes.
CustomAI Studio built a conversational AI sales qualification and routing agent that handles the full intake process end to end.
The system identifies which service the prospect is inquiring about and routes the conversation into the matching qualification path. Each service line has its own qualification criteria built into the agent, so the prospect gets a conversation tailored to the service they actually need, not a generic intake form. The agent collects contact data as the conversation develops and confirms qualification before passing the lead forward.
Once a lead qualifies, the system handles the handoff automatically through webhook integration. The lead is entered into the CRM with full context from the conversation. The rep is assigned based on service line. An intro email goes out to the prospect before the conversation ends. By the time the assigned rep opens their inbox, the CRM record, the assignment, and the first touch are already in place.
The win isn't that the agent replaces the sales rep. It's that the rep starts the conversation already knowing what the prospect needs, what they qualified for, and that the intro is already in their inbox. The first call is the real call, not the qualification call.
Lead routing measured in minutes instead of days, with full CRM context attached.
Wildpack now routes inbound leads in minutes instead of days. The manual triage step is gone, replaced by a system that runs the qualification, captures the data, makes the assignment, and sends the intro email in one continuous flow.
Sales reps receive leads with full CRM context and proper assignment. They no longer wait on someone else to identify the service, qualify the prospect, or pass along enough information to act. The intro email handles the first touch, so the rep's first conversation with the prospect is a real sales conversation, not a re-introduction.
No leads fall through the cracks between intake and rep contact. Every qualified inquiry ends up in the CRM with an assigned owner and a first touch already sent. The firm gets visibility into the full intake pipeline that didn't exist when triage was happening in someone's inbox.
