Field notes
Lead Qualification & Routing
4 posts on lead qualification & routing. See all field notes.
7 minConnecting Cal.com So an AI Agent Books Real Slots (Not Suggestions)
Which Cal.com key actually gets used when a client, your agency, and AgentLane's platform key are all in play — the real credential waterfall, worked through as a decision tree.
8 minEscalation Design: When an AI Agent Must Hand Off to a Human
AgentLane's catalog agents commit to a fixed set of outcomes and hand anything that needs judgment to a person, not a confidence score you have to interpret. Here's why that design choice matters, and how to build escalation triggers that don't fail silently.
- 8 min
Reading the Executions Feed: Diagnosing a Failed Automation Before Your Client Notices
A real-time feed, a status column, and an expandable output payload — here's what each combination of signals actually means, and where to look next for each one.
9 minLead Qualification & Routing: Inside the Agent That Grades a Lead, Books the Time It Asks For, and Briefs the Owner
A walk through AgentLane's real Lead Qualifier agent, step by step — how it grades a lead, when it books, which credentials it needs, and where it deliberately hands off to a person.