# Setup guide — Inbound Lead Qualification Agent

## 1. Install and connect CRM

Install the agent and connect your CRM and lead sources.

```
pipx install lead-qualifier-agent
lead-qualifier-agent connect --crm hubspot --forms website
lead-qualifier-agent doctor
```

## 2. Configure integrity & outreach guardrails

No fabricated data and respectful outreach are enforced here.

```
cp .env.example .env
ANTHROPIC_API_KEY=sk-ant-...
NO_FABRICATED_ENRICHMENT=true
DRAFT_OUTREACH_FOR_REVIEW=true
RESPECT_CONSENT=true
```

## 3. Define your ICP

Specify the criteria that qualify a lead.

```
# icp.yml
fit: { company_size: '50-5000', industries: [saas, fintech], roles: [manager, director, vp] }
intent_signals: [demo_request, pricing_page, repeat_visit]
enterprise_to_human: true
```

## 4. Test on past leads

Replay historical leads to check scoring and integrity.

```
lead-qualifier-agent backtest --range 30d --explain
# reports routing accuracy + a hard check: fabricated-data rate (must be 0)
```

## 5. Wire into intake

Qualify new leads automatically; drafts go to reps.

```
# new lead -> qualify + score -> route hot to sales; nurture drafts -> rep review
```
