AI Agent Workflow Automation for Leverly

Leverly is a powerful tool for maximizing lead conversion, enabling sales teams to connect with inbound prospects in real time. But what happens when you bring the intelligence of an AI agent into the mix? By integrating Runbear’s AI platform, teams can automate Leverly tasks, uncover insights faster, and collaborate around sales data—all inside Slack, Teams, or Discord. This seamless blend of Leverly’s sales automation and Runbear’s AI agent turns routine workflows into frictionless, data-driven processes that boost close rates and team productivity.

About Leverly

Leverly, formerly Speak2Leads, is designed for sales teams who want to maximize the value of every inbound lead. Specialized in instant lead response, Leverly connects prospects to sales reps in seconds through automated calls and texts, ensuring no opportunity slips through the cracks. Its AI-powered call routing (Beverly the AI Phone Rep) can qualify leads, book appointments, and automate multi-step follow-up sequences. Leverly integrates seamlessly with CRMs like Salesforce, HubSpot, and marketing platforms—making it a top choice for businesses seeking real-time outreach and efficient sales conversion. Companies adopt Leverly to accelerate lead response, automate prospect engagement, and equip their sales teams with smarter follow-up tactics for peak conversion rates.

Industries from real estate to SaaS rely on Leverly for its ease of integration, reliability, and tangible impact on pipeline velocity.

Use Cases in Practice

When you combine Runbear’s AI agent with Leverly, your sales team unlocks a new level of automation and actionable collaboration. Instead of jumping between the Leverly dashboard and communication tools, teams can handle follow-ups, analyze performance, and standardize procedures—all without leaving Slack or Teams. Here’s how these use cases work in practice:

Imagine every morning your sales manager receives a Slack summary showing which leads received follow-ups via Leverly, which deals are closest to conversion, and which actions require urgent attention. No more piecing together yesterday’s activities—your AI agent delivers it automatically. Team members can query Leverly data in natural language; for example, by asking, “Which leads are awaiting first contact?” and instantly getting a tailored answer. For teams focused on consistent execution, syncing Leverly best-practice playbooks and scripts into your workspace means everyone always knows the right approach, similar to our methods outlined in Building AI Agents with Slack Knowledge Sources. Additionally, weekly call analytics—presented as actionable charts—help managers spot coaching opportunities and recognize performance trends, much like our approach in Simplify Your Business Analytics. By embedding Leverly insights and workflows into daily team conversations, you shorten response times and empower your team to act faster on every lead.

Leverly vs Leverly + AI Agent: Key Differences

Before integrating Runbear, teams using Leverly manage lead data and sales outreach manually—switching between dashboards, managing reminders, and compiling reports by hand. With Runbear AI agents, teams can automate daily summaries, power instant Leverly searches, and drive chart-based analytics, all inside their primary team chat. This moves team workflows from fragmented and reactive to seamless, proactive, and AI-powered.

Implementation Considerations

Teams integrating Leverly and Runbear should assess current workflow pain points and ensure their sales reps are comfortable with AI-driven automation in Slack or Teams. Initial setup will require defining which Leverly data and reports are most valuable for daily summaries or agent-triggered responses. Training your team on how to phrase questions to the AI agent, understanding the boundaries of what the integration can and cannot automate, and managing permissions for sensitive lead data are critical for success. Review cost benefits carefully: while the automation saves hours, ensure overlapping tool features don’t lead to duplicated spend. Also, evaluate your organization’s data governance policies to keep customer and lead data secure. Effective change management—communicating the workflow upgrade, offering hands-on demos, and collecting ongoing feedback—will ensure higher team adoption and smooth transition to AI-powered Leverly workflows.

Get Started Today

Integrating Leverly with Runbear elevates your team’s ability to act on leads with speed, insight, and consistency. By bringing AI agents into your team’s daily conversations, sales processes become smarter, more automated, and truly collaborative. Ready to transform your Leverly workflows with an AI agent? Start building your AI-powered sales team today—and capitalize on every inbound opportunity, faster and with less manual hassle. Try Runbear + Leverly now to see the future of intelligent, lead-driven collaboration firsthand.