Does SquadOS have an integrated CRM to record qualified leads?

No. SquadOS does not have a native CRM. The agent collects lead responses in the conversation and can notify your team via webhook when a lead is qualified, but recording in your CRM (HubSpot, Pipedrive, Salesforce, etc.) needs to be done via API integration or manually by the SDR.

Can the agent schedule the meeting directly in the SDR's calendar?

There is no native integration with calendars (Google Calendar, Outlook, Calendly, etc.). The agent can share the booking link with the lead or agree on a time conversationally, but confirmation and calendar entry are the SDR's responsibility or handled via API integration.

On which channels can the agent reach the lead?

WhatsApp (via official WhatsApp Business API or unofficial connectors for testing) and Telegram are the most common channels for SDR outreach. The agent can also operate via Instagram Direct or the website widget, depending on where the lead arrives.

How does the agent know when the lead is qualified to hand off to the SDR?

You define the qualification criteria when configuring the agent: which answers indicate fit, which question or intent should trigger handoff to human. The agent follows that script and triggers human handoff when the criteria are met.

How does automatic follow-up work for leads who don't respond?

SquadOS lets you configure scheduled follow-up messages for leads who didn't respond to the first outreach. You define the interval (e.g., 1 day, 3 days) and the message content. The agent sends automatically at the configured times, without manual intervention.

B2B sales teams

New leads answered in seconds, before they cool off.

When a lead arrives, the agent starts the conversation, asks your playbook questions, and hands the SDR only the ones with context, urgency, and fit to move forward.

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Who it's for

B2B sales teams

B2B SaaS and service teams that get leads from forms, Meta Ads, and referrals every week.

Agencies and consultancies

Agencies and consultancies selling projects that need to tell tire-kickers from clients with budget.

Teams with pre-sales

Teams with a dedicated SDR or BDR who qualify before passing the lead to the closer.

The problem

A warm lead does not wait for the SDR queue

The lead fills the form at peak intent, but the sales queue only looks later. By the time the SDR replies, context has cooled or a competitor got there first. At the same time, the team still has to separate curious visitors from real opportunities, and that manual filter consumes the morning of people who should be moving deals forward.

First contact arrives too late
SDRs manually qualify tire-kickers
Follow-up depends on memory and calendar

The solution

The agent handles first contact and hands over a ready lead

When a lead arrives from a form, ad, or integration, the agent reaches out on WhatsApp or Telegram. It asks about budget, pain, urgency, and your playbook criteria, records the answers, and applies your qualification rules. If there is fit, it triggers human handoff: the AI pauses and the SDR takes over with history, intent, and next steps. If the lead disappears, automatic follow-ups try to reopen the conversation at configured intervals.

Reaches the lead while intent is still active
Uses your playbook to separate fit from curiosity
Gives the SDR history, answers, and next step

SDR Agent for Lead Qualification

How it works in practice

We don't hand you a finished agent: you build yours in three steps, no code.

Sign up and create your first agent

Create your SquadOS account in minutes and build your first AI agent. No code, no credit card.

Configure the personality and playbook

Set the name, tone, and qualification questions, and upload your materials so the agent runs the conversation.

Connect to WhatsApp, Instagram, or your CRM

Plug the agent into the channels and CRM where your leads arrive: WhatsApp, Telegram, forms, or your CRM via API.

Features that make this possible

External Integrations

Connect the same agent to official or QR-based WhatsApp, Instagram, Telegram, website widget, APIs, and external tools without rebuilding rules per channel.

Knowledge Base

Upload PDFs, links, spreadsheets, and text. SquadOS indexes the content so the agent can search before answering instead of guessing.

Human Handoff

The agent or an admin can trigger handoff. The AI stops replying, a human takes over in the panel, and hands the conversation back when done.

Frequently asked questions

Does SquadOS have an integrated CRM to record qualified leads?

No. SquadOS does not have a native CRM. The agent collects lead responses in the conversation and can notify your team via webhook when a lead is qualified, but recording in your CRM (HubSpot, Pipedrive, Salesforce, etc.) needs to be done via API integration or manually by the SDR.
Can the agent schedule the meeting directly in the SDR's calendar?

There is no native integration with calendars (Google Calendar, Outlook, Calendly, etc.). The agent can share the booking link with the lead or agree on a time conversationally, but confirmation and calendar entry are the SDR's responsibility or handled via API integration.
On which channels can the agent reach the lead?

WhatsApp (via official WhatsApp Business API or unofficial connectors for testing) and Telegram are the most common channels for SDR outreach. The agent can also operate via Instagram Direct or the website widget, depending on where the lead arrives.
How does the agent know when the lead is qualified to hand off to the SDR?

You define the qualification criteria when configuring the agent: which answers indicate fit, which question or intent should trigger handoff to human. The agent follows that script and triggers human handoff when the criteria are met.
How does automatic follow-up work for leads who don't respond?

SquadOS lets you configure scheduled follow-up messages for leads who didn't respond to the first outreach. You define the interval (e.g., 1 day, 3 days) and the message content. The agent sends automatically at the configured times, without manual intervention.

Do not let first contact depend on the queue

The agent reaches out in seconds; the SDR steps in when fit and context are already there.

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