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Capture and Qualify Leads

User Persona Sales
Use Case Readiness Emerging

Stop losing leads to slow follow-up.

Let AI qualify, route, and book meetings instantly.

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Build Pipeline by Booking the Right Meetings

AI engages inbound visitors the moment they arrive, qualifies them on your criteria, and books meetings with the right rep automatically. No delays. Watch qualified leads move straight into your pipeline.

Start with Customer Agent to capture and qualify leads around the clock. Then layer in Lead Scoring and Prospecting Agent to prioritize follow-up and reach accounts showing buying signals. 

Learn more

Generate

90%

more leads on average with Customer Agent

Generate

60%

more MQLs on average with Customer Agent

Create

53%

more deals on average with Customer Agent

It helps us convert faster. The faster we can provide accurate information, the more likely they are to become customers.

CHRIS PATULLO

Founder & CEO

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Get Started with Customer Agent

Set up Customer Agent and start qualifying leads right away. Here's how.

Step 1 - Create and Configure

Navigate to Service, then Customer Agent, and click “Set up your agent.” Name your agent and choose a personality that matches your brand. Options include Friendly, Professional, Casual, Empathetic, or Witty. 

Step 2 - Add Content Sources

Connect your knowledge base articles, website pages, help docs, PDFs, or external URLs. Your agent learns from this content to answer visitor questions accurately and guide them toward booking a meeting. 

Step 3 - Test it First

Configure how your agent handles conversations: what it answers, when it books meetings, and when it hands off to a human. Add guidelines so it sounds like your brand. Then use the built-in preview to test responses without using credits. When it's working the way you need it to, you're ready to go live.

Step 4 - Deploy to Channels

Choose where your agent will engage visitors. Options include website chat, email, WhatsApp, Facebook Messenger, or voice (beta). Your first 28 days are free, so you can test with real conversations and prove impact before spending any credits.

Step 1 - Create and Configure

Navigate to Service, then Customer Agent, and click “Set up your agent.” Name your agent and choose a personality that matches your brand. Options include Friendly, Professional, Casual, Empathetic, or Witty. 

Step 2 - Add Content Sources

Connect your knowledge base articles, website pages, help docs, PDFs, or external URLs. Your agent learns from this content to answer visitor questions accurately and guide them toward booking a meeting. 

Step 3 - Test it First

Configure how your agent handles conversations: what it answers, when it books meetings, and when it hands off to a human. Add guidelines so it sounds like your brand. Then use the built-in preview to test responses without using credits. When it's working the way you need it to, you're ready to go live.

Step 4 - Deploy to Channels

Choose where your agent will engage visitors. Options include website chat, email, WhatsApp, Facebook Messenger, or voice (beta). Your first 28 days are free, so you can test with real conversations and prove impact before spending any credits.

Turn it on. Watch it work.

Once Customer Agent is live, it works immediately. Visitors get instant answers. Qualified leads get routed to the right rep. Meetings get booked while interest is high. Every conversation is logged with full context, so reps never start cold.

Start setup now

What to expect:

  • Leads qualified and meetings booked right away

  • 24/7 coverage so after-hours leads never slip

  • Reps start conversations with full context

This is the difference between visitors who bounce and leads who book meetings.

Go Deeper with More Breeze Tools

Once you've got Customer Agent up and running, add more Breeze tools to make your qualification and routing even smarter.
prospecting agent buying signals

Sales Hub Starter

Prospecting Agent

Monitors your priority accounts for buying signals like new funding, leadership changes, or hiring activity. When it spots something, it drafts and sends personalized outreach automatically. Use it to reach qualified leads at the right moment instead of waiting for them to come to you. 
lead_scoring_thumbnail_2x

Marketing Hub Professional, Sales Hub Professional

Lead Scoring

Scores contacts and companies based on fit and engagement signals like job title, company size, website visits, and email interactions. Use it to prioritize follow-up so reps focus on the leads most likely to convert. 
customer_handoff_agent

Starter, All Products

Customer Handoff Agent

Gathers lead context, including campaign touches, content consumed, and qualification details, into a structured handoff document before routing to sales. Reps get the full picture without digging through records. Use it to start every sales conversation informed and ready to move.