Your sales funnel is the lifeblood of your business, but for many companies, it's clogged. Sales and marketing teams spend countless hours manually sifting through new signups, researching leads, and entering data, all before a single sales call is ever made. This tedious, error-prone process is not just a drain on resources; it's a bottleneck that slows down your entire growth engine. Leads go cold, opportunities are missed, and your highly-skilled sales reps are bogged down with administrative work instead of doing what they do best: selling.
What if you could assign this entire complex task to a single, reliable teammate who works 24/7, never makes a data entry mistake, and delivers perfectly qualified leads to your sales team in minutes? That's the power of an autonomous digital worker.
For a typical B2B company, the journey of a new lead from a form submission to a sales-qualified opportunity is a manual marathon. The process often looks something like this:
This entire workflow is slow, expensive, and inconsistent. It introduces a significant delay between a lead showing interest and a salesperson making contact, a critical window where conversion potential plummets.
Instead of hiring more people to manage the process, leading companies are deploying autonomous agents. Enter ivy.do, a digital worker you can configure and deploy to execute complex business processes as code.
For this lead qualification workflow, we can deploy an Ivy agent with the persona of a "Lead Qualification Specialist." This agent operates as a reliable, autonomous service that integrates with your existing tools. It's not a chatbot that needs to be supervised; it's a proactive worker that executes its assigned tasks in the background.
The entire manual workflow described above can be transformed into a simple, automated, agentic workflow managed by Ivy through a single API call.
When a new user signs up, a webhook can trigger a job for our Ivy agent. With a few lines of code, you can assign the entire end-to-end qualification task.
import { ivy } from '@do/sdk';
// Initialize our dedicated digital worker for sales operations
const salesOpsAgent = ivy.create('ivy-sales-dev-01', {
persona: 'Lead Qualification Specialist',
access: ['crm.do', 'enrichment.do', 'slack.do']
});
// A new lead signs up, triggering this function
async function processNewLead(lead: { email: string, name: string }) {
// Assign the complex qualification task to our autonomous agent
const job = await salesOpsAgent.assign({
task: `Qualify and process new lead: ${lead.email}`,
instructions: [
`Enrich lead data using enrichment.do for company info.`,
`Check for existing contacts or accounts in our CRM via crm.do.`,
`Score the lead based on our ICP: company size > 50, industry in ['SaaS', 'FinTech'].`,
`IF score is high AND no duplicate exists, create a new qualified lead in the CRM and assign to the enterprise sales team.`,
`ELSE, add the lead to the "monthly-newsletter" marketing sequence.`,
`Post a summary of the action taken to the #sales-leads Slack channel.`
],
context: { leadData: lead }
});
console.log(`Job ${job.id} assigned. Ivy is qualifying ${lead.email}.`);
}
In this example, Ivy acts as the central coordinator for a multi-step, multi-tool process. This agentic workflow allows it to reason, make decisions (like scoring and routing the lead), and execute actions across your entire tech stack.
By replacing the manual grind with an autonomous digital worker, the impact is immediate and transformative.
It's crucial to understand that Ivy is not just another automation tool or a reactive chatbot. Ivy is an autonomous agent—a true digital worker. It proactively manages and executes long-running business processes from start to finish. It's a member of your team that you deploy and manage through a simple API, trusting it to perform its function reliably as a service.
Ready to free your team from repetitive tasks and accelerate your growth?