Lead generation
Turn "who can help me with this" into a booked call
AI qualifies every inquiry and books the discovery call automatically.
Prospects reach out describing a problem, not a service line — and the consultants who respond fastest win the engagement. This workflow lets an AI agent qualify the problem, timeline, and budget, then book a discovery call directly on your calendar, so no inquiry sits unanswered.
How the AI discovery call workflow works
Inquiry comes in
A prospect describes their problem, goals, and timeline by form, call, or message.
AI qualifies the fit
The agent extracts the problem type, budget, and urgency to check it's a good fit.
Availability checked
The agent finds an open slot on your calendar for a discovery call.
Call booked and confirmed
The prospect receives a calendar invite with a video call link, ready to go.
Tools in this workflow
Connect these tools in the Agentic Planner to run this workflow end to end.
HubSpot
Manage contacts, companies, deals, tickets, and marketing automation in HubSpot
Zoom
Create and schedule Zoom meetings, retrieve recordings, manage participants, and access meeting summaries and transcripts from agent workflows.
Calendly
Connect agents to Calendly to manage scheduling links, retrieve bookings, and automate meeting workflows.
Build this workflow
Open this exact workflow in the free Agentic Planner and adapt it to your business — no code required.
Customers are starting to find businesses by asking AI instead of searching. This is a preview of how the agentic workflow you're designing would represent your business when that arrives — and how ready your plan is. We'll keep you posted as it goes live.
Add an agent node to your workflow and give it a role and an objective. This preview builds itself from what you design here.
Add the real prompts your customers ask AI on your flow's input node (or start from a template). Then ask yourself: is the flow you're designing ready to answer them?
- Add an agent — the decision-making core of your workflow
- Give the agent a clear role (e.g. "Emergency plumbing dispatcher")
- Describe what it does in a full sentence — this is what AI reads to recommend you
- Connect at least one tool or output — capabilities are your strongest signal
- Define the customer questions your flow serves — on the input node
Industries this fits
Related use cases
Your customers are already asking AI
These are the kinds of prompts people now type into AI assistants instead of a search bar — the demand this workflow is built to capture.
“find a consultant who can help with a Series A pitch deck”
“who can advise on a supply chain restructuring project”
“I need help with a go-to-market strategy, who should I talk to”
“recommend a consultant for a financial model review”
Make this workflow available to your customers
This workflow only matters if prospects can reach you the moment they need help. Make your services and this discovery call intake available to AI, so when someone asks their assistant who can help solve a specific problem, AI can point them to you and get the call booked.
A workflow like this is a resource you own — and it's most valuable when customers can actually use it. AI can already mention businesses from the web, but Fugentic makes your workflow and services available to AI so it can put them to work for a customer, on your terms. Build it with the Agentic Service Connector and get found via the Agent Portal.
Frequently asked questions
What if the inquiry isn't a good fit?
The agent flags it for your review instead of booking automatically, so your calendar stays for qualified prospects.
Can it capture notes before the call?
Yes — the agent logs the qualifying details in your CRM so you walk into the call with context already.
Does it replace my sales process?
No — it handles qualifying and booking so you only spend time on calls worth having.