Dispatch
AI-powered lead intake and routing — built for high-volume sales teams. Automatically qualify, route, and respond to inbound leads in seconds, not hours.
Your leads are stuck in someone's inbox — and that someone is more valuable than you think. Dispatch plugs into your existing forms and handles qualification, routing, and follow-up automatically.
How It Works
The 5-Step Pipeline
Every form submission flows through a configurable pipeline — rule engine first, AI fallback for edge cases. Your rules, your tone, your teams.
Validate
Parses the submission, validates against schema, and checks qualification criteria like loan minimums.
Route
Matches against your routing rules and assigns the lead to the correct team with the right CC recipients.
Determine Documents
Generates the correct document checklist based on program type, financing type, and deal specifics.
Generate Response
Drafts a personalized follow-up email in the right tone — broker vs. borrower, experienced vs. new.
Persist
Stores the lead, routing decision, and generated email in the database with a full audit trail.
Key Features
Built for real intake workflows
Rule Engine First, AI Second
Routing is deterministic for all known cases. The LLM only steps in when form values don't match expected options. Predictable, auditable, no hallucinated decisions.
- Priority-based rule matching
- YAML-based routing configs — version-controlled
- LLM fallback for free-text and edge cases
- Every decision is traceable
Tone-Aware Communication
Dispatch adapts its voice based on who is submitting. Brokers get concise, partner-level language. Borrowers get advisory, educational communication.
- Tone profiles trained on your real emails
- Contact role and experience detection
- Brand voice consistency 24/7
- Handles "not sure" leads with smart follow-up
Full Audit Trail
Every agent decision — validation, routing match, tone selection, generated email — is traced and visible in a monitoring dashboard.
- OpenTelemetry-powered tracing
- Structured database logging
- Monitoring dashboard for real-time visibility
- Queryable decision history
CRM Integration
Plugs directly into HubSpot and Salesforce. Each intake form gets its own routing rules, qualification thresholds, and email templates.
- HubSpot and Salesforce form support
- Form-specific configuration
- Team assignment with CC recipients
- Document request automation
Case Study
X-Caliber Capital
How a national CRE lender automated lead intake across 9 form types and 4 teams — reducing response time from hours to seconds.
The Challenge
X-Caliber Capital receives 700+ lead submissions per year across 9 different HubSpot intake forms. Before Dispatch, the entire workflow ran through one person: the CMO. Not an intake coordinator — the Chief Marketing Officer — because the routing logic was too complex and the brand voice too important to delegate.
The Results
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