Identify
Understand the prospect, need, timeframe, location, and desired outcome.
Lead qualification
Capture and qualify leads—using your rules.
Nevo asks the qualification questions you define, records fit and intent, assigns the correct owner, and confirms when and how the prospect will hear back.
A controlled operating path
From customer intent to a traceable next step.
The exact questions, authority, integrations, and escalation behavior come from your approved setup.
Qualify
Apply your fit, urgency, budget, and eligibility questions.
Hand off
Create the lead, assign an owner, and confirm the expected response time.
Your authority model
Automate the routine. Pause where judgment begins.
- Approved knowledgeNevo answers from business information and policies you review.
- Explicit authorityDirect confirmation, staff approval, transfer, and fallback behavior are configured separately.
- Connected evidenceAvailability, payment, and system status come from authoritative providers.
- Complete activity historyQuestions, decisions, actions, handoffs, and retries remain visible.
Build for the real business
Model the workflow, then review every detail.
Nothing goes live from an industry label alone.
Build this workflow ↗