OSAIby iBANK
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AGENT 39 / 11 · RETAIL & E-COMMERCE · PRODUCT GROWTH ANALYTICS

Product Qualified Lead (PQL) Scorer

Scores free and trial account usage against the behavioral thresholds that historically precede a purchase, and hands sales reps the account's actual usage history instead of a cold script.

READS FROMTrial/free-tier usage data, CRM
MCP SERVERProduct Data Server
MODELRouted to reasoning-tier open model
HANDS OFF TOSales queue (CRM)
RUN THE AGENT

Set your funnel, model the PQL impact

Adjust trial volume and PQL-scored connect rates and the agent recalculates extra deals and revenue instantly.

ASSUMPTIONS

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PQLs identified / month
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Extra sales connects / month
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Extra deals closed / month
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Extra revenue / month
MetricValue
HOW IT WORKS

What the agent actually does

1. Score every accountScores free and trial account usage against the behavioral thresholds that historically precede a purchase decision.
2. Flag sales-ready accountsSurfaces accounts that cross the PQL threshold, ranked by likelihood and deal size.
3. Route with contextHands sales reps the account's usage history so outreach references what the account is actually doing, not a cold script.
4. Hand offPasses PQLs into the sales queue, and reports close-rate patterns back to refine the scoring threshold.
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