Can teams start with one Agencies workflow and expand later?
Yes. Most teams start with one focused workflow, then add routing, automations, and integrations after the first rollout is working well.
Industry solution
AI SDR workflows for agencies that need more booked meetings
Capture lead intent, qualify quickly, and schedule discovery calls—then automate follow-up and CRM updates across every client pipeline.
Key capabilities
- Consistent AI SDR intake across multiple clients
- Auto-schedule discovery calls
- Workflow automations for follow-up
Qualify leads
Collect budget, timeline, and goals in a repeatable flow that improves qualification quality.
Book discovery
Schedule the next call instantly so qualified leads don’t drop off.
Deliver the handoff
Send summaries and tasks so teams follow up in the right channel with context.
FAQs
Does Cosmo hand off to a human when needed?
Yes. Cosmo can escalate calls with context, summaries, and the details your team needs to pick up the next step cleanly.
What happens after the call ends?
Cosmo can generate summaries, create tasks, and send updates to connected tools so the next step happens without manual cleanup.