Step 1
New lead created
MAP
Agents used
AI Agent Recipe
Ensure every warm lead gets a personalized reply the moment they become qualified, based on your criteria.
What this recipe gets you
Solves for inbound demand that goes cold because the response is too slow or inconsistent to keep pace with volume.
SPEED
Warm leads hear back in minutes
The first touch email lands while interest is high, not days later after the moment has passed.
ACCURACY
Prospects feel understood
Each message is highly personalized and relevant, even when hundreds of leads arrive at once.
PIPELINE
Reps stay focused on revenue
By taking manual follow-up off reps’ plates, your team can focus on work that moves the needle.
How it works
Outreach connects to the CRM and tools your team already uses, then layers on AI agents that do a rep's manual work for them. Here's the full path—from a brand-new MQL to a personalized first touch email.
1
New lead created
MAP
2
Lead becomes an MQL
CRM
3
Lead added to a sequence
Outreach
4
Research Agent extracts context
AI Agent
5
Personalization Agent crafts the message
AI Agent
6
First-touch email sends automatically
Action
A new record is created from an inbound action—form fill, content download, event, or similar.
The prospect’s score hits your defined MQL threshold and is routed to your sales team.
The prospect is automatically enrolled into the right follow-up sequence within Outreach.
It pulls current priorities, strategic initiatives, hiring signals, and role insights from publicly available sources.
It weaves research, key details, and the inbound action together to write the first-touch email.
Personalized outreach goes out on behalf of the rep—timed, relevant, and on-brand.
See the recipe in action
Book time to see your AI agent recipes in action and explore how they can help your team drive predictable revenue with Outreach.
Configuring your agents is easy
In Outreach, an agent is set up once with plain-language instructions—no code. You tell it what to look for and what to produce. Here's exactly how the agents in this recipe are configured: one to gather context, one to turn it into a message.
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FAQ
How quickly should I respond to inbound leads?
The sooner, the better. Research shows leads are 50x more likely to convert if contacted within 5 minutes. With this recipe, the Research Agent researches the lead while the Personalization Agent drafts the first email—all within seconds of the lead arriving.
What if I want to personalize the message even more?
You can customize the Personalization Agent's instructions to emphasize specific talking points, company details, or use cases. The agent will pull information from the prospect's company and role and weave it into the message automatically.
Does this recipe work for different lead sources (forms, chatbot, etc.)?
Yes. The recipe detects when a new qualified lead arrives from any source—web form, chatbot, webinar, demo request, etc.—and responds with the appropriate message. You can customize the trigger criteria to match your lead scoring.
Can I review emails before they're sent?
Yes. You can configure the recipe to either send automatically or send a draft to the rep for approval. Most teams start with approval mode, then move to auto-send after 50-100 emails prove the quality is consistent.
What happens if a lead is already in my CRM?
The recipe checks your CRM before responding—if the lead already exists, it won't send a duplicate email. It will either route to the assigned owner or add context to their existing record so they can follow up directly.
How much time does this save per lead?
Each lead saves 5-10 minutes of manual research + email writing. Across 20-30 inbound leads per week, that's 2-5 hours per rep per week—time they can spend on qualification calls instead.
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