Bring the context.
Provide inbound inquiry, crm accounts and lead history, territory and ownership rules. Choose the systems and documents this team is allowed to read.
Sales
Route new leads with the right context.
Match an incoming inquiry to an account, territory and owner so the next conversation starts informed.
ContextReviewNext step
New requestAccount matched
TerritoryNortheast
OwnerRouting recommendation
Sources retainedOwner review
Illustrative output. Your records and rules shape the workflow.
CONNECTED TO YOUR STACK
Your systems. One coordinated workflow.
Bring context from the tools your team already uses. Connect MCP servers and APIs to read records, coordinate actions and keep the evidence together.
FROM INPUT TO OUTPUT
See how the work comes together.
Explore the request, the responsibilities and the handoff. Each step keeps the source context attached.
WHAT STARTS THE WORK
A new lead submits a form or arrives by email.
Corin uses the request together with the procedures and records you make available to this workflow.
01Inbound inquiryContext
02CRM accounts and lead historyContext
03Territory and ownership rulesContext
SPECIALIZED RESPONSIBILITIES
A team built around this task.
These example roles show how the work can be divided. Review the proposed team, models, tools and permissions for your process.
1
Lead context agent
Find the account and check for an existing lead, customer or active deal.
2
Routing agent
Apply territory, segment and ownership rules to propose the correct owner.
3
Handoff agent
Prepare a handoff with the request, account context and any ambiguity.
READY FOR THE NEXT STEP
An owner recommendation and a brief the sales team can act on.
The result includes its source context so the responsible person can review it and decide what happens next.
YOUR WORKFLOW DELIVERS
- An owner recommendation and a brief the sales team can act on.
- Supporting records and source references
- Open questions and the accountable reviewer
WHERE THIS FITS
Route new leads with the right context with your own records and rules.
A new lead submits a form or arrives by email. The team needs inbound inquiry, crm accounts and lead history and territory and ownership rules to make the next step useful.
Start with the procedure your team already follows. Corin uses that context to propose responsibilities and help coordinate the work across the tools you connect.
MAKE IT YOURS
Start with one process.
Review the responsibilities.
Use lead context agent, routing agent, handoff agent as a starting point. Set each role's tools, permissions and approval boundaries.
Check the first handoff.
Run a representative task. Compare the result with your procedure, review its sources and open questions, then refine the team before expanding the workflow.
KEEP EXPLORING
Other work your agents could take on.
Replacement kits20 × $240
Standard delivery$120
Requested discountManager approval
Sales
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Turn an RFQ into a quote draft
Gather customer, inventory and pricing context to prepare a quote with exceptions already explained.
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Turn a sales call into the next step
Bring the recap, open questions and agreed actions into a follow-up the rep can send.
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WORKING DRAFTGet ready before a contract renewal
Renewal date60 days away
Account signalsUsage and support reviewed
Owner packetDraft ready
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Get ready before a contract renewal
Bring usage, support history and contract terms into a renewal brief before the conversation begins.
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OPEN SOURCE AT THE CORE
Build this around your way of working.
Give Corin your procedures, connected context and approval rules. Review the agent team, then put it to work.