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The platform/Your AI team/Leo

AI lead nurturing · Your next conversation starts here.

Leo reaches out first.
Then turns interest
into action.

Leo, your AI Lead Nurturing agent
Meet LeoYour next Lead Nurturing teammate
AI

Leo researches each company, writes a relevant first email and answers replies from your approved knowledge. Your team gets a qualified conversation with the context to take over.

Add Leo to your team See Leo in action ↓

Your voice · Your schedule · Your approval settings

From a new lead to a conversation worth having.30-second example · Managed IT
In Priya's inboxManaged IT · Example thread
Inbox Preparing outreach

A relevant first email starts here.

Priya Shah · Willow Design · No previous emails

Before Leo hits send

A little research.
A better reason to reach out.

Leo starts with a new lead from your CRM and looks for relevant details on the company's website.

Priya ShahStudio Director · Willow Design
New CRM lead · Ready for first contact

Opening Willow's website…

What Leo doesBehind the emails
Fit40 / 100
Intent0 / 100
Combined16 / 100
Illustrative scores40% Fit + 60% Intent

  1. Leo reads Willow's website for a specific reason to reach out.

    willowdesign.example
    Willow Design

    Reading the company homepage…

    • Finds the industry and two-studio setup.
    • Retrieves your approved managed IT services.
    • Connects the research to a relevant first email.

    Company facts inform Fit. Buying intent waits for Priya's reply.

  2. Writes a relevant first emailWaiting
  3. Captures buying contextWaiting
  4. Answers from approved knowledgeWaiting
  5. Recognizes a meeting-ready leadWaiting
  6. Schedules and hands to AlexWaiting
  7. Lead updated in RostaraWaiting
0:00 / 0:30
Step 1 of 7 · Website research

One lead record. The full email story.

Illustrative walkthrough. No emails are sent or meetings booked.

01 / Before the first email

A little research.
A better reason to reach out.

Start with a lead you already have. Leo looks at the company’s website and connects relevant details to your approved services, giving the first email a reason to exist.

  • Use company context beyond a first name.
  • Connect what they do to what you offer.
  • Keep researched facts distinct from buying intent.

Website research supports outreach to existing leads. New prospect discovery is part of Theo’s roadmap.

Willow Design · Company contextIllustrative website
willowdesign.example
From Leo · Northline ITPersonalised first contact

IT support across Willow’s two studios

02 / Your voice, at every stage

A relevant message.
Still unmistakably you.

Shape the structure of Leo’s emails, set a communication style and add your signature. Use different templates for a first approach, an inbound reply, a follow-up and a final nudge.

CHOOSE A MESSAGE

Live email exampleTry a template and tone
To Priya ShahInitial outreach

These examples show how structure and style affect an email. Real templates and instructions are configured in your dashboard.

03 / Keep the conversation useful

An informed reply.
From knowledge you approve.

When a prospect replies, Leo uses the conversation and your selected Data Library sources to answer. Your website, service guides and FAQs supply the business context.

Source excerpts are shown here to explain the example; they are not extra content automatically appended to customer emails.

Selected business knowledge · Sample

Priya asks

Leo’s replyApproved knowledge

04 / A thoughtful follow-up

Good conversations
don’t have to go quiet.

Leo can re-engage a quiet prospect and make a final, polite attempt when there is no reply. Set the sending timezone, weekday business hours and reply delay to suit your team.

YOUR SENDING PREFERENCES

The sequence below illustrates three message types, not a fixed schedule for every lead.

Leo → Priya

Leo
AI assistant · Northline IT

Follow-ups keep the thread’s context. Replies and meeting status inform what happens next.

05 / Fit is different from interest

Know who fits.
Understand who’s interested.

Define your ideal customer profile, then let the conversation fill in the picture. Rostara keeps company Fit separate from buying Intent, with useful qualification context alongside the scores.

Your ideal customer profileEditable example

Simplified weighted matching for this example. Real scoring uses your configured criteria and available evidence.

PS
Priya Shah

Studio Director · Willow Design

28 people · 2 studios
Fit100Company match
Intent0Conversation signals
Combined4040% Fit + 60% Intent
Need
Not yet discussed
Timing
Not yet discussed
Authority
Not yet discussed
Budget
Not yet discussed

A score alone does not establish qualification. Missing information stays unknown.

06 / Give interest a next step

A qualified conversation.
A prepared teammate.

When a prospect is ready to talk, Leo helps move the conversation into scheduling. Your team receives what the prospect has already shared, so the next conversation starts with context.

  1. 01
    Recognise meeting interest

    An explicit request gives Leo a clear next step.

  2. 02
    Help them find a time

    Use your configured calendar and scheduling flow.

  3. 03
    Keep the story with the lead

    Save the thread, scores and meeting context in Rostara.

From email to your sales teamInteractive example
Priya · Willow Design

Could we speak with someone on Thursday?

Of course. Choose a time with Alex below. I’ll pass along your setup and renewal timing.

YOUR TEAM GETSAlex · Discovery call
Company
28 people · 2 studios · Microsoft 365
Timing
Contract renewal in six weeks
Decision
Priya + managing director
Question
Switching provider without disrupting projects

The walkthrough uses Alex’s booking link. These sample slots explain the outcome; no calendar is accessed.

07 / Stay in charge

Let Leo do the work.
Keep the final say.

Review outbound drafts with Launch Control. Use approvals for the first 50 emails, keep them on beyond that, and pause the agent when your team needs a break.

First 50 approvals · Example12 / 50

These controls change this example only. Real approvals and agent status are managed in Rostara.

Review an initial outreach draftPending review
To Priya ShahInitial outreach

IT support across Willow’s two studios

Hi Priya, I noticed Willow Design works across two studios. Northline IT supports design teams with day-to-day IT and planned provider handovers. Is support across both locations something you’re reviewing?

Leo · AI assistant, Northline IT

Inspect the draft before choosing an action. No email will be sent.

08 / Part of one platform

One lead record.
The whole conversation.

Bring in existing leads through a connected CRM, or import a CSV when you choose to work without one. Email activity, qualification and scores stay together in Rostara, with CRM sync when a supported integration is connected.

  • Shared business knowledge across your agents.
  • Conversation history with the lead record.
  • Configured email, calendar and CRM connections.
Meet Miro, your Sales Chat teammate ↗
Connected CRMCSV importWithout a CRM connection
Leo on RostaraYour AI Lead Nurturing teammate
Shared knowledgeYour email templatesICP & qualificationFit & Intent scores

PS Priya Shah · Willow Design

Email threadLead contextMeeting activityScores
Your teamYour calendarYour CRMOptional sync

Connect email, scheduling and CRM: SendGrid · Calendly · Salesforce

09 / Test, launch and improve

Try the conversation.
Then see how it performs.

Use Simulate to preview outreach, try an inbound reply and explore follow-ups before sending. After launch, review email results and inspect the activity behind them.

Leo · No-send simulatorInteractive example

TRY A PROSPECT REPLY

Leo’s example preview

Choose a sample or write a reply, then preview the response.

This page uses scripted examples. The real dashboard simulator uses your agent’s configuration without sending email.

Leo · Results & activityIllustrative data
Emails sent120
Reply rate20%
Meeting intent8

Outbound emails this week Sample counts

Meeting intent is a conversation signal, separate from a confirmed booking. These figures are examples, not customer results.

A few good questions

Before Leo joins
your team.

Is Leo a person?

Leo is an AI Lead Nurturing agent. You can configure the agent’s name, communication style and email signature in Rostara.

Does Leo find new prospects?

Leo works with the leads you bring into Rostara and researches their company websites to inform outreach. New prospect discovery is planned for Theo, the Lead Generator agent.

Can I review emails before they are sent?

Yes. Launch Control supports draft approvals, rejection and regeneration. You can use approvals for the first 50 outbound emails and continue requiring them afterwards.

Do I need a CRM?

No. When CRM is opted out, CSV import is available. Rostara keeps your lead records and conversation activity. Supported CRM integrations can sync that context when connected and configured.

What do I need before activating Leo?

Complete the agent setup, select Data Library sources, configure an email integration and connect a CRM or opt out. Calendar setup is optional and supports meeting scheduling.

Can I test a full email conversation first?

Yes. The dashboard simulator lets you preview initial outreach, simulate incoming replies and generate follow-up or nudge previews without sending emails.

Do these examples change my account?

No. All examples on this page are local demonstrations. They do not send messages, book meetings, change settings or update real leads.

Your next teammate is ready

Your next good conversation
starts with Leo.

Relevant outreach. Useful replies. The context your team needs.

Add Leo to your team Explore the platform
No AI experience needed · CRM optional