USE CASES

Automated Lead Qualification with AI That Thinks Like Your Top Rep

Describe your ICP in plain English. Swan's AI agent scores, enriches, and routes every lead the moment it arrives. Only qualified buyers reach your reps.

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The problem

Why Most Teams Waste Time on Unqualified Leads

Your pipeline is full of leads, but most of them will never buy. Without an AI agent handling lead qualification, your reps spend hours sorting through noise instead of selling.

Manual Scoring Doesn't Scale

Your team reviews every inbound lead by hand. They check company size, industry, title, and CRM history before deciding who to call. By the time they finish qualifying ten leads, twenty more have arrived.

Good Leads Go Cold

A qualified buyer fills out your demo form at 9am. Your rep gets to it after lunch. By then the prospect has already booked a call with your competitor who responded in minutes.

Sales and Marketing Never Agree

Marketing says the leads are qualified. Sales says they're not. Without a shared, data-driven qualification process, the finger-pointing never stops and pipeline suffers.

The solution

Automated Lead Qualification That Works in Real Time

Swan's AI agent scores every lead the moment it arrives, enriches it with firmographic and intent data, and routes qualified buyers to sales with full context. No manual review. No delayed follow-up.

Enriches Every Lead on Arrival

A name and email aren't enough to qualify a lead. Swan enriches every lead with company data, technographics, recent funding, hiring activity, and intent signals the moment it enters your pipeline.

Scores with AI Reasoning, Not Points

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Swan's AI agent evaluates every lead the way a senior rep would. It weighs enriched data against your ICP criteria described in plain English and makes a qualification decision, not a point score.

Routes to the Right Rep With Context

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Qualified leads get assigned to the right rep based on territory, segment, or any custom logic you define. Each lead arrives with a research brief, ICP score, and recommended talking points.

Let the numbers talk

$1.2M
Pipeline generated with zero SDRs
200+
Customers onboarded by a 3-person team
0
SDRs needed to run GTM at scale
<5min
From signal to first outreach

Before & After Swan

Before Swan

Complex flowchart diagram illustrating data processing steps including data retrieval, deletion, formatting, merging, and insertion with interconnected nodes and arrows.

Automated lead qualification today means stitching together lead scoring in HubSpot, third-party enrichment tools, routing rules in Salesforce, and Slack notifications through Zapier. Hours of configuration for each qualification rule. By the time the workflow is live, your scoring criteria have already changed.

After Swan

Smiling man with glasses and beard wearing a dark jacket in a warmly lit indoor setting.
When a new lead comes in, score it against our ICP, enrich the contact with company and intent data, and route qualified leads to the right rep in Slack with a research brief
Making a plan...
Picking the right tools
Configuring the trigger
Formulating instructions
Thought for 5s.
Done. New leads will now be automatically qualified, enriched, and routed to your sales team!

What took hours of manual review takes seconds. Describe your ICP in plain English. Swan qualifies, enriches, and routes every lead the moment it arrives. Your reps only see buyers worth their time.

Red triangular corner with a smaller triangle outlined inside.Red triangular corner with a smaller triangle outlined inside.Red triangular corner with a smaller triangle outlined inside.Red triangular corner with a smaller triangle outlined inside.
Prompt To Pipeline

If You Can Write It,
Swan Can Build It.

Describe your lead qualification rules like you're explaining them to your team. Swan turns your words into a live GTM workflow instantly.

Context-Aware Execution

Intelligence,
Not Automation.

Traditional lead scoring uses static point systems. Swan analyzes context, evaluates multiple data sources, and makes qualification decisions the way a senior rep would.

Change-Ready, Always

Adapts in seconds,
not months.

Your ICP evolves as you learn what converts - just tell Swan what's different and it adapts instantly. Built-in feedback loops turn your iteration speed into your unfair advantage.

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Integrations + B2B Data

Connects to Your Lead Sources

CRM, marketing automation, forms, enrichment providers, intent data. Swan pulls leads from everywhere they enter your funnel and qualifies them against a single source of truth.

Loved by teams scaling smarter, not bigger

Swan is more productive than our last BDR
Ryan Buckley
CEO @ Shovels.ai
Big fan of Swan! What you are building is unique!
Clement Cazalot
CEO @ Machinery Partner
Our trial ended today and our sales lead replied "heartbroken"
Harry Wilson Hallberg
Co-Founder @ Flowspace
We installed Swan yesterday. The qualification flow needs a few tweaks but WOW, we're extremely impressed.
Adam Fachler
Marketing Director @ Veraset
We've significantly increased our meetings scheduled by using Swan
Odelia Lourie
BD Manager @ Winn.ai
Dude, we’ve burned through so many AI tools that overpromise. Swan actually works - finds people who want to talk and tells us what to say. Finally.
Gary O’Neil
Director of GTM ops @ Machinery Partners
Love your product – right combination of AI scale with human in the loop
Jon Folland
CEO @ SalesDesk
Swan is outstanding. Honestly I was surprised how it’s perfectly fitted to what we needed. Well done Swan team.
Osnat Lidor
Chief Marketing Officer @ Rep AI
Saw your post, got onboarded in minutes (your Slack onboarding is phenomenal) and two days in, we are already seeing value. The execution is flawless!
Yoni Leitersdorf
CEO & Co‑Founder @ Solid
Just tried Swan for a couple of days and already love the smooth onboarding, visitor identification and the AI research. Amazing you’re doing this with only 3 people.
Harish Dittakavi
Chief Growth Officer @ Hivel
Swan is more productive than our last BDR
Ryan Buckley
CEO @ Shovels.ai
Big fan of Swan! What you are building is unique!
Clement Cazalot
CEO @ Machinery Partner
Our trial ended today and our sales lead replied "heartbroken"
Harry Wilson Hallberg
Co-Founder @ Flowspace
We installed Swan yesterday. The qualification flow needs a few tweaks but WOW, we're extremely impressed.
Adam Fachler
Marketing Director @ Veraset
We've significantly increased our meetings scheduled by using Swan
Odelia Lourie
BD Manager @ Winn.ai
Dude, we’ve burned through so many AI tools that overpromise. Swan actually works - finds people who want to talk and tells us what to say. Finally.
Gary O’Neil
Director of GTM ops @ Machinery Partners
Love your product – right combination of AI scale with human in the loop
Jon Folland
CEO @ SalesDesk
Swan is outstanding. Honestly I was surprised how it’s perfectly fitted to what we needed. Well done Swan team.
Osnat Lidor
Chief Marketing Officer @ Rep AI
Saw your post, got onboarded in minutes (your Slack onboarding is phenomenal) and two days in, we are already seeing value. The execution is flawless!
Yoni Leitersdorf
CEO & Co‑Founder @ Solid
Just tried Swan for a couple of days and already love the smooth onboarding, visitor identification and the AI research. Amazing you’re doing this with only 3 people.
Harish Dittakavi
Chief Growth Officer @ Hivel
Swan is more productive than our last BDR
Ryan Buckley
CEO @ Shovels.ai
Big fan of Swan! What you are building is unique!
Clement Cazalot
CEO @ Machinery Partner
Our trial ended today and our sales lead replied "heartbroken"
Harry Wilson Hallberg
Co-Founder @ Flowspace
We installed Swan yesterday. The qualification flow needs a few tweaks but WOW, we're extremely impressed.
Adam Fachler
Marketing Director @ Veraset
We've significantly increased our meetings scheduled by using Swan
Odelia Lourie
BD Manager @ Winn.ai
Dude, we’ve burned through so many AI tools that overpromise. Swan actually works - finds people who want to talk and tells us what to say. Finally.
Gary O’Neil
Director of GTM ops @ Machinery Partners
Love your product – right combination of AI scale with human in the loop
Jon Folland
CEO @ SalesDesk
Swan is outstanding. Honestly I was surprised how it’s perfectly fitted to what we needed. Well done Swan team.
Osnat Lidor
Chief Marketing Officer @ Rep AI
Saw your post, got onboarded in minutes (your Slack onboarding is phenomenal) and two days in, we are already seeing value. The execution is flawless!
Yoni Leitersdorf
CEO & Co‑Founder @ Solid
Just tried Swan for a couple of days and already love the smooth onboarding, visitor identification and the AI research. Amazing you’re doing this with only 3 people.
Harish Dittakavi
Chief Growth Officer @ Hivel
Swan is more productive than our last BDR
Ryan Buckley
CEO @ Shovels.ai
Big fan of Swan! What you are building is unique!
Clement Cazalot
CEO @ Machinery Partner
Our trial ended today and our sales lead replied "heartbroken"
Harry Wilson Hallberg
Co-Founder @ Flowspace
We installed Swan yesterday. The qualification flow needs a few tweaks but WOW, we're extremely impressed.
Adam Fachler
Marketing Director @ Veraset
We've significantly increased our meetings scheduled by using Swan
Odelia Lourie
BD Manager @ Winn.ai
Dude, we’ve burned through so many AI tools that overpromise. Swan actually works - finds people who want to talk and tells us what to say. Finally.
Gary O’Neil
Director of GTM ops @ Machinery Partners
Love your product – right combination of AI scale with human in the loop
Jon Folland
CEO @ SalesDesk
Swan is outstanding. Honestly I was surprised how it’s perfectly fitted to what we needed. Well done Swan team.
Osnat Lidor
Chief Marketing Officer @ Rep AI
Saw your post, got onboarded in minutes (your Slack onboarding is phenomenal) and two days in, we are already seeing value. The execution is flawless!
Yoni Leitersdorf
CEO & Co‑Founder @ Solid
Just tried Swan for a couple of days and already love the smooth onboarding, visitor identification and the AI research. Amazing you’re doing this with only 3 people.
Harish Dittakavi
Chief Growth Officer @ Hivel
Red origami heart made from folded paper against a dark gradient background.

FAQs

What is an AI agent for lead qualification?

An AI agent for lead qualification works like an autonomous rep that scores, enriches, and routes every lead based on your ICP criteria described in plain English. Unlike rule-based scoring, the agent reasons through context and adapts instantly when you update your criteria.

  • Evaluates leads using AI reasoning, not static point rules
  • Enriches every lead with company data, intent signals, and technographics
  • Routes qualified leads to the right rep with full context
  • Adapts immediately when you change your ICP criteria in plain English

What criteria does Swan use to qualify leads?

Swan qualifies leads using any combination of criteria you define in plain English.

  • Company size, industry, and revenue range
  • Tech stack and technographic fit
  • Job title and seniority of the contact
  • Website behavior and content downloads
  • Third-party intent data and buying signals

You can update your criteria at any time without rebuilding workflows.

How fast does Swan qualify a new lead?

Minutes. Swan scores, enriches, and routes leads in real time regardless of how they enter your pipeline.

  • Form fills get qualified the moment they submit
  • CRM imports are scored as they sync
  • Website visitors are identified and evaluated automatically
  • Reps receive qualified leads in Slack with a full research brief

Your team hears about qualified buyers while the intent is still fresh.

Does Swan replace my existing lead scoring in HubSpot or Salesforce?

Swan works alongside your existing CRM and can enhance or fully replace your current scoring.

  • Layers deeper enrichment on top of existing lead scores
  • Adds real-time intent data your CRM scoring can't access
  • Updates CRM records automatically after qualification
  • Keeps your existing reports and dashboards working

No migration required. Swan plugs into your current setup.

Can Swan route leads to different reps based on custom rules?

Yes. Swan routes qualified leads using any logic you describe in plain English.

  • Territory and geographic region
  • Company segment and deal size
  • Industry vertical or product line
  • Round-robin or capacity-based assignment
  • Any custom field in your CRM

Each rep receives leads in Slack with the ICP score, research brief, and recommended next steps.

How is Swan different from traditional lead scoring tools?

Traditional lead scoring assigns static points based on firmographic fit and basic engagement. Swan takes a fundamentally different approach.

  • Uses AI to evaluate leads the way a senior rep would
  • Combines real-time enrichment with intent signals and contextual analysis
  • Handles the full workflow from scoring to enrichment to routing
  • Adapts qualification criteria in seconds through plain English updates
  • Runs across your entire GTM stack without stitching tools together

One platform replaces the patchwork of scoring, enrichment, and routing tools.

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