Lead Agent
The Lead Agent is an applied AI agent built on the gateway: give it a company name or website, and it produces a fully enriched company record in Coco CRM with a fit score and ready-to-send outreach. It is strictly on-demand — it runs only when you click.
Where to run it
- Lead Agent sidebar tab (direct URL:
https://router.cocolevio.com/agent), or - the ▶ Run button on the
cocolevio-lead-agentrow of the native Agentic → Agents page — both open the same panel.
Using it
- Type a company name or domain — e.g.
Torchy's Tacosoracme.com. - Click Research & add to CRM.
- ~20–30 seconds later the result card shows everything found and written, with an Open in CRM → link to the new record.
What it does per run
| Step | Engine | Output |
|---|---|---|
| 1. Live research | Perplexity sonar-pro (via OpenRouter) — real web data with citations | Domain, industry, size, revenue, HQ, phone, email, LinkedIn, description, decision maker |
| 2. Structure + score | Claude Sonnet 4 | Strict JSON: firmographics + leadScore (0–100) + aiOpportunityInsight |
| 3. Outreach writing | Claude Sonnet 4, primed with Cocolevio's value proposition | Personalized LinkedIn message (≤90 words) + cold email with subject (≤140 words) |
| 4. CRM write | Twenty REST API (Coco CRM) | A new Company record with up to 17 fields populated |
Fields written to Coco CRM
Name, domain, industry, employees, annual revenue, address, phone, email, LinkedIn link, description, Owner/Decision Maker, Owner LinkedIn, Lead Score, AI Opportunity Insight, LinkedIn Message, Cold Email Message — and the Ideal Customer Profile flag is set automatically when the score is ≥ 70.
These are exactly the Coco CRM company fields documented in the Coco CRM docs (Companies & People), so records land ready for the Coco CRM outreach workflow.
Cost
Each run makes two LLM calls through the gateway (research + analysis), typically a few cents total, attributed to the gateway in the Dashboard like all other traffic. The CRM write uses a Coco CRM API key stored server-side.