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Use case

Lead qualifier (after hours)

Qualify inbound leads while you sleep. The agent answers basic questions, flags hot ones, and queues every reply for your morning approval — no surprise sends.

How it works

  1. 01

    Pick the leads-qualifier template

    The template ships pre-tuned for inbound triage: pricing, scope, fit. Connect a hello@ alias or spin up an agent inbox in 30 seconds.

  2. 02

    Set the after-hours window

    Tell the agent the hours when it should draft autonomously. Outside the window, replies still queue but you respond live. Drive it from Claude or any MCP client.

  3. 03

    Approve in the morning

    Wake up to a queue of drafts ranked by lead heat. One tap to approve, edit, or skip. Hot leads bubble to the top with the context you need.

In plain prose

Inbound leads have a half-life. The longer a 'hi, what does this cost?' email sits, the lower the chance of a reply. Most teams either pay for a chatbot that frustrates the buyer or watch the lead cool overnight.

Helix runs the middle ground: an agent that drafts replies at 2 a.m. and waits for your approval at 8 a.m. The buyer gets a fast acknowledgement; you get a curated queue with the agent’s reasoning attached.

Because the agent has a real mailbox, the conversation continues in the lead’s inbox of choice — not in a chat widget on your site that disappears after the tab closes.

FAQ

Will the agent send while I sleep?

Only if you change the default policy. Out of the box, every send queues for human approval. Some teams enable autonomous sends within tight guardrails; the policy is per-identity and visible in the dashboard.

How does the agent qualify a lead?

It uses the qualification rules baked into the leads-qualifier template — fit, scope, pricing fit. You can edit the rules in plain English. Drive it from Claude, Cursor, or n8n over MCP.

What if the lead replies again?

The agent re-reads the thread, drafts the next reply, and queues it. Every back-and-forth gets a row in the audit log so you can replay the full conversation.

Next step

Ship this workflow: Leads qualifier template · Drive Helix from ChatGPT.

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