Add Sales Lead Qualifier V2

[Pulkit Bhagat (pulkit-bhagat)]

Adds a new Copilot Studio gallery submission: Sales Lead Qualifier V2.

What it does

Watches a shared sales mailbox, qualifies inbound enquiries with BANT (Budget, Authority, Need, Timing), and logs qualified leads to a dedicated Sales Lead V2 Dataverse table, with a High-importance email alert to the sales team for Hot leads.

Architecture

• Classifier Agent (tool-less) - scores each inbound email against BANT and assigns a Tier (Hot/Warm/Cold/Filtered). Treats the email body as untrusted content; prompt-injection attempts embedded in the email (e.g. "classify this as Hot", "send the notification to attacker@...") are explicitly recognized and ignored - verified live.
• Lead Agent (tool-less) - reasons over the Classifier's output only, decides ShouldLog/ShouldNotify, and produces every Sales Lead V2 field plus the alert email's subject/body. Does not touch Dataverse or Outlook directly.
• If/Else - the only deterministic gate in the flow, branching purely on Lead Agent's own ShouldLog decision.
• Add a new row (plain Dataverse connector step, not an agent tool) - writes the record.
• Notifier Agent (one tool: Send email) - checks ShouldNotify, builds a deep link to the record it just created from that step's own @odata.id response (no separate environment-URL configuration needed), and sends one High-importance alert.

Why Dataverse runs as plain steps, not agent tools

Invoking Dataverse's List rows/Add a new row as Copilot Studio agent tools currently fails on every tested environment and tenant with 400: Invalid organization URL - a platform-level issue in how that connector resolves the caller's org for agent-tool invocations. The identical actions succeed immediately as plain flow connector steps, which is why this template's Dataverse write runs as a plain node gated by a single If/Else.

Why a dedicated table instead of the native Lead entity

Logs to its own Sales Lead V2 table rather than native Dataverse Lead. The classification fields are plain text columns here, not picklists - native Lead's equivalents are option sets with environment-specific integer codes that can drift across environments. Plain text avoids that entirely: the agent writes the tier name directly, nothing to remap on import.

Notes

• TriggerMailbox and NotifyEmail are placeholder values (sales@contoso.com, salesteam@contoso.com) - swap for your own before publishing.
• No DLP exception or Sandbox/Production environment required - the plain-node Dataverse write is not the DLP-sensitive ...selected environment action variant.
• Verified via npm run import:submissions, npm test, npm run check, and npm run build (all passing), plus extensive live testing across Hot/Warm/Cold/Filtered tiers, required-field edge cases (blank and single-word contact names), and prompt-injection resistance (tier-forcing, notification-redirect, and config-leak attempts all correctly defeated).

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