Octave's Qualify Person and Qualify Company agents score leads against the ICP, products, personas, and segments you define in your Library. This qualification score can then be used in an orchestration tool like Clay to trigger rules for lead routing, sending high-scoring leads to sales and others to nurturing sequences.

Yes. The qualifying questions used by the agents are fully configurable within the Product, Persona, and Segment sections of your Octave Library. You can add, edit, or toggle 'good fit' and 'bad fit' questions to ensure the AI scoring aligns perfectly with your business needs.

This workflow boosts pipeline generation by ensuring speed and relevance. It instantly qualifies every lead so no opportunity is missed, and then automatically engages them with personalized messaging derived from your core GTM strategy. This process starts more conversations and converts more inbound interest into qualified pipeline.

Octave's Sequence Agents use a combination of sources: your Library (which contains your ICP, personas, use cases, and proof points), the chosen Playbook (your messaging strategy for a specific angle), and real-time data from Enrich agents (like a person's career arc or their company's details). You can also add runtime context, such as website activity, for even greater specificity.

Octave connects to your modern GTM stack. You can trigger this workflow from CRMs like HubSpot or Salesforce, use an orchestration tool like Clay to manage the logic, and send the final personalized sequences through outreach platforms like Salesloft, Outreach, Instantly, or Smartlead.