Hand a lead from a qualifying AI agent to a booking agent

When a lead is labeled Qualified, Master Inbox removes the Needs qualification label and alerts the AE, so the qualifying agent stops and the booking agent, scoped to Qualified, takes over.

AI agents

SlackSDR managerTeam plan

When

Add LabelQualified

Then

Remove labelsNeeds qualification

And

Notify in SlackTell the AE a qualified lead is being booked, with the thread link

Why teams run it

Unqualified people stay off the AE calendar, and qualified ones are booked fast.

Set it up in Master Inbox

In Master Inbox, open Settings, then Workflows, and click Add a workflow.
Name it Hand a lead from a qualifying AI agent to a booking agent.
Set the trigger to Add Label and choose Qualified.
Add the action Remove labels: Needs qualification.
Add the action Notify in Slack: Tell the AE a qualified lead is being booked, with the thread link.
Save the workflow and switch it to Active.

Before you start, connect Slack under Settings, Integrations.

Or create it with the API

Everything in the workflow builder is also in the Master Inbox API. This request creates the same workflow. Replace the example ids with your own label, list and campaign ids from GET /workflows/filter-fields.

curl -X POST https://api.masterinbox.com/api/api-webhook/v1/api/workflows/create-workflow \
  -H "Authorization: Bearer $MASTER_INBOX_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "name": "Hand a lead from a qualifying AI agent to a booking agent",
  "trigger_type": "add_label",
  "trigger_config": {
    "label_ids": [
      176479
    ]
  },
  "action_configs": [
    {
      "action_type": "remove_labels",
      "label_ids": [
        176480
      ]
    },
    {
      "action_type": "slack_notify",
      "payload_variables": [
        "name",
        "company_name",
        "label_names",
        "text",
        "thread_url"
      ],
      "show_draft": true
    }
  ]
}'

Full reference: workflow API guide and API docs.

Or ask Claude, ChatGPT or Grok to build it

Our workflow guide is written for AI agents to read. Give your assistant your API key and this prompt:

Read https://app.masterinbox.com/public-workflow-api.md and use my Master Inbox API key to create this workflow: "Hand a lead from a qualifying AI agent to a booking agent". First call GET /workflows/filter-fields and look up my label, list and channel ids, then create the workflow and tell me what you set up.

Questions

How do agents know which leads are theirs?

Each reply agent is scoped to labels, channels, campaigns or campaign tags.

Who adds the Qualified label?

AI labeling, a rep, or your own scoring tool through the API.

Can I build this workflow through the API?

Yes. Send the create-workflow request shown on this page with your Master Inbox API key. The API checks the payload first and lists every problem by field if anything is off.

Which plan includes this?

This workflow works on the Team plan. Every plan has unlimited users and starts with a free 7-day POC.