Assign Agent to Source

Every lead gets contacted. Automatically.

Auto-Assign AI to Your Leads

Lead comes in. AI contacts them. No clicks required.

Steps

Go to Lead Sources
Click on your source
Find Assigned Agent
Select an AI agent
Click Save

Every new lead from this source now gets AI outreach automatically.

What Happens

┌──────────────┐
│  Lead        │  ← From Facebook, website, etc.
│  Arrives     │
└──────┬───────┘
       │ Instantly
       ▼
┌──────────────┐
│  Assigned    │  ← Based on source
│  to Agent    │
└──────┬───────┘
       │ Within seconds
       ▼
┌──────────────┐
│  AI Sends    │  ← Using that agent's personality
│  First Text  │     and context
└──────────────┘

Zero delay. Zero manual work.

Why Different Agents Per Source?

Source	Agent Strategy
Facebook Ads	Casual, friendly — they saw a social ad
Google Ads	Direct, professional — they searched with intent
Zillow	Real estate focused — they're actively looking
Website Form	Inbound, warm — they came to you

Different context. Different approach. Better conversion.

FAQs

"What if I don't assign an agent?" Leads arrive but AI won't contact them. You'll need to manually reach out or assign an agent to each lead.

"Can different sources have different agents?" Yes. That's the point. Customize per source.

"Can I change the agent later?" Yes. New leads will use the new agent. Existing leads keep their current agent.

"What if I want no AI on some sources?" Leave the agent unassigned. Leads still arrive; you handle outreach manually.

"Can I assign the same agent to multiple sources?" Yes. One agent can handle all sources if you prefer.

"Do I need to configure the agent first?" Yes. Create and configure the agent before assigning. Create an agent →

Create an AI agent — Build your AI
Configure agent settings — Customize behavior