Recipe №03
The intake sous chef
Health Tech · Series B · 45-person team
An agent that books every demo cleaner than the SDR did.
Result
3.4×
demo show-rate vs prior intake flow
The brief
Series B Health Tech losing half their inbound demos to slow follow-up and a leaky intake form. The brief: an agent that qualifies, books, and routes in under 2 minutes — with the audit trail compliance asks for.
From the kitchen
Prep time
6 weeks
Serves
45-person team
Heat
Hot
Status
Plated
Ingredients
- 01Custom tool-use design (book_call, qualify_lead, escalate_to_human)
- 02Vercel KV for persistent conversation memory
- 03Brand-voice prompts + 12/12-green regression evals
- 04CRM, calendar, and inbox integration
- 05Human-in-the-loop escalation rules
Instructions
01
Workshopped the use case as concrete tool calls + escalation rules.
02
Built + dogfooded the agent in staging for one week with internal AEs.
03
Wired Salesforce, Cal.com, and Slack with audit-friendly logging.
04
Launched behind a feature flag, tuned prompts in real time the first week.
The pickup
Show-rate up 3.4×. SDR team reassigned to outbound full-time. Compliance signed off on the audit trail by week 8.
- AI Agents
- AI Automations
Cooked by BrandRamp.