Typical Challenge
Imagine enquiries arriving with only a product name and a phone number. Sales staff still need the requirement, constraints and consent for follow-up; guessing these details can produce irrelevant offers.
AI Lead Qualification System
See how an AI workflow could collect lead details, apply agreed qualification criteria and route a lead for follow-up.
How We Approach It
Design a short set of qualification questions, use approved product information and prepare a structured lead record. Test missing or conflicting answers, and leave negotiated pricing or commitments with the sales team.
What This Solution Can Address
- Ask for the requirement and preferred follow-up before recommending a product.
- Make missing details visible instead of filling them with assumptions.
- Use approved catalogue information and refer exceptions to the sales team.
- Check consent and field mapping before sending an enquiry to the CRM.
- Evaluate the workflow with incomplete, duplicate and out-of-scope enquiries.
Example Technology Stack
- OpenAI GPT-4
- WhatsApp Business API
- HubSpot CRM
- Google Calendar API
- AWS Lambda