Inbound lead triage

Hey Teo helps teams triage inbound leads by intent and urgency so high-value inquiries get first-touch faster.

How this helps

No technical knowledge required: no coding, no complex setup, and no operations playbook needed.

Inbound volume is useless without triage discipline. Hey Teo helps teams classify leads, draft first responses, and route ownership before opportunities go stale.

Prioritize hot leads from forms, chat, email, and social DMs.
Draft context-aware first-touch messages in seconds.
Route leads to the right owner with clear SLAs.
Track triage backlog and missed first-response targets daily.

How to implement

1
Define lead tiers
Separate hot, warm, and nurture inbound by source and intent signals.
2
Set routing rules
Assign owners and response windows per tier.
3
Review triage queue daily
Clear backlog and fix bottlenecks before they compound.

Frequently asked questions

Does this replace our CRM?

No. It improves execution around your existing CRM and inbox tools.

Can we tune rules by channel?

Yes. Different sources can have different SLAs and owners.

Is technical setup required?

No technical knowledge required. Teams can start with simple triage rules.

Explore more guides

Jump between hubs—each collection is built for a different job-to-be-done, from personas to comparisons.