How it works
A clear build process for your sales team.
Simple steps from scoping to handoff, built around the way your agency already handles leads.
01
Understand agency workflow
We review your lead sources, current response process, common buyer questions, and where agents lose time.
02
Build approved knowledge base
Your team provides the agency or project information the assistant is allowed to use.
03
Configure assistant logic
We shape the qualification flow, approved answers, capture fields, and agent handoff format.
04
Test real conversations
The assistant is tested against common buyer and tenant scenarios before being prepared for use.
05
Launch private walkthrough/trial
Your team receives the workflow, reviews output quality, and shares feedback for refinement.
What the agency needs to provide
- Approved agency or project information
- Common buyer and tenant questions
- Preferred qualification fields
- Agent handoff preferences
What Magus AI Automation handles
- Assistant workflow structure
- Approved answer logic
- Testing scenarios
- Clean lead summary format
Request a private walkthrough for your agency's lead flow.
In the private walkthrough, we review your lead sources, show a sanitized assistant workflow, discuss your agency's handoff process, and agree on the next step. No commitment required.
Prefer email? Contacthello@magusaiautomation.com