The loop is PRAL. Perceive: it reads incoming messages from your form, your shared mailbox and your LinkedIn messages, and puts everything in a list.
The loop is PRAL. Perceive: it reads your demo form, Intercom chats and new trial accounts with their first usage, German ones too, and puts it all in one queue.
The loop is PRAL. Perceive: it reads requests from your web form, planning inbox and freight exchange and puts them in one queue, lane and loading date attached.
The loop is PRAL. Perceive: it reads your contact form, info@, leads from the partner portal and tickets tagged as new work, and puts them all in one queue.
The loop is PRAL. Perceive: it reads your web form, sales@ and your trade-fair leads, pulls the specification from the attachment and puts everything in one queue.
Reason: he asks three to five screening questions about the budget, timeline and service required, and scores the answers according to criteria that you set.
Reason: it asks about seat count, the current tool, when that contract ends and who signs, then scores the answers on axes you set, such as ICP fit and expected ACV.
Reason: it asks about lane, weekly volume, load profile and start date, and scores the answers on axes you set, such as: does this fit the reefer that stands idle on Tuesdays?
Reason: it asks about stack, deadline and fixed price versus time and materials, then scores on axes you set: does it fit your margin, will it grow into managed services?
Reason: it asks three to five questions on specification, required delivery date and capital approval, and scores the answers on axes you set.
Action: he confirms receipt and assigns the hot lead, along with the rough responses, to a team member. The warm lead enters a follow-up sequence, rather than becoming a cold lead. Learn: any correction made by your sales representative to a score is fed back into the system.
Act: it confirms the request and hands the 150-seat team with an expiring competitor contract straight to your AE, raw answers attached. The eight-seat startup goes into a nurture sequence instead of going cold. Learn: every score your AE corrects goes back into the system.
Act: it confirms receipt and puts the shipper with fixed weekly volume Nijmegen–Hanover, raw answers attached, before your owner that afternoon. The one-off request for four pallets enters a follow-up sequence instead of going cold. Learn: every score your planner corrects feeds back in.
Act: it confirms receipt. A SaaS company seeking managed services after its supplier walked away reaches the managing partner within the hour, raw answers attached. A web shop with budget for next year gets a follow-up sequence. Learn: every score your account manager corrects goes back in.
Act: it confirms receipt and hands the hot lead, a pharma plant with approved budget and a fixed validation date, to your sales engineer. The feasibility study without budget enters a follow-up sequence. Learn: every score your salesperson corrects goes back into the system.
Polarity, to put it simply
The polarity is shown here once, and is identical throughout. High is a better fit. Low is a less suitable fit. If a lead scores 0 on service fit, the agent stops and no one follows up on it.
L2
On the autonomy ladder
On the autonomy ladder, this is L2, with L3 at the routing stage. The acknowledgement of receipt and the first round of enquiries can be handled autonomously. The score remains a proposal that a human reviews. Quoting a price, sending a quotation, making a commitment: these will always remain tasks for humans. Capgemini estimated in 2025 that around 15 per cent of processes would be running at L3 or higher, rising to 25 per cent by 2028. Anyone promising more than this for this workflow is engaging in ‘agentic washing’.
A prospect who enters their name, company and telephone number is a data subject. The GDPR applies from the moment that information is entered, not just when a contract is signed. Four things are established before the agent goes live.
In 2026, Deloitte surveyed 3,235 leaders across 24 countries for its State of AI report. 74 per cent want agentic AI by 2027, whilst 21 per cent have mature governance frameworks in place for it. It is within this gap that these projects fail.
No implementation. You record the baseline measurement, note down the three axes and their polarity, and specify who is authorised to approve an override.
Gartner predicts that by 2027, around 40 per cent of agentic projects will be scrapped due to a lack of clear business value. You can prevent this by setting a target figure in advance.
The appointment you make for the first measurement
And one more thing, because it really does happen. As soon as you log latency, you can see for each lead who picked it up and when. That’s tracking people, and I’m not going to pretend it isn’t.
Therefore, agree that your sales staff will be the first to see their own logs, that the figures will be reported by team rather than by individual, and that the benefit is that overtime will be eliminated. Set out these terms before the first assessment, not afterwards.