When to Step In vs. Let Your Agent Work

The Autonomy Balance

Your agent is designed to work independently, but some situations call for your direct involvement. Here's how to find the right balance.

When to Step In

Always Intervene

• Hot lead alerts — When a lead shows clear buying intent, take over within 24 hours
• Pricing questions — Only you can commit to pricing (your agent doesn't have this authority)
• Custom requests — When a lead asks for something outside your standard offerings
• Complaints or concerns — If a lead expresses frustration, your personal touch matters
• Referrals — When someone refers a friend, that warm connection deserves a personal response

Consider Stepping In

• Detailed technical questions — Your expertise may be needed
• Large opportunities — High-value prospects deserve personal attention
• Local connections — If you know the lead's business personally
• Repeat inquiries — If the same person contacts you across multiple campaigns

When to Let Your Agent Work

Trust the Process

• Initial outreach — Your agent is better at consistent, personalized cold outreach than manual effort
• Follow-ups — Automated follow-ups with new angles are more effective than manual "just checking in"
• Lead qualification — Your agent's scoring is based on data, not gut feeling
• Routine replies — Standard questions about your services, location, etc.
• Negative responses — Your agent handles opt-outs professionally and automatically

The Handoff Protocol

When you take over:

1. Go to Leads and find the lead
2. Your agent stops automated follow-ups for that lead
3. You communicate directly
4. Update the lead status as the conversation progresses

When in doubt, step in for hot leads, let the agent handle everything else.

Tip: Check your daily report each morning. It highlights exactly which leads need your attention and which are running smoothly.