Funnel response handling

When a viewer interacts with a Veedea video funnel, a Beam agent reads their choices, answers, and contact details from the funnel record. It applies your qualifying rule to decide the next step, then writes the lead into your connected CRM and updates the funnel's outcome field where permissions allow. Clear responses are recorded and routed automatically. When a submission is incomplete, looks like a test entry, or gives conflicting answers, the agent holds it and notifies a marketer. A person reviews those edge cases, so only real, complete funnel responses become leads your sales team follows up.

Viewer drop-off flags

On a schedule you set, a Beam agent reads Veedea funnel analytics to see where viewers stop watching or abandon a step. It applies your threshold rule to decide which drop-off points matter, then writes a note and notifies the funnel owner when a step underperforms. Funnels holding steady need no action. When completion drops sharply, a particular step loses most viewers, or the numbers look off against your baseline, the agent routes the funnel to a person. Your team decides whether to re-edit a step or adjust the flow, with the figures the agent read attached.

Lead routing to sales

As qualified leads come out of a Veedea funnel, a Beam agent reads the viewer's responses and matches them to an owner using your assignment rule. It updates the CRM record, sets the source, and notifies the assigned rep where the connector allows it. Standard leads route on their own. When a lead cannot be matched to a territory, duplicates an existing contact, or trips a rule you defined, the agent hands it to a person instead of assigning blindly. Reps get clean, attributed leads while a human resolves the cases the rules cannot settle.