Demo Scenario

An AI sales assistant for inbound leads

The agent processes an inbound lead, checks its CRM history, gathers company data and drafts an offer — the manager reviews and sends it.

This is a demo scenario: how we would build the solution. Names and data are illustrative — it is not a specific client’s story.

01Task

Task

Leads wait hours for a reply while the manager gathers information by hand.

Constraints

  • Only the manager sends emails to clients.
  • Prices and discounts strictly from the price list.
02Solution

Solution

  1. 01

    Lead qualification against the sales team’s criteria.

  2. 02

    Tools: CRM (read/write), open company data, the price list.

  3. 03

    An email draft in the manager’s mailbox for review.

03Architecture

Architecture

Architecture: An AI sales assistant for inbound leads
  1. Inbound lead → Agent runtime
  2. Agent runtime → CRM, Company data, Price list, Manager review
  3. CRM
  4. Company data
  5. Price list
  6. Manager review → Email
  7. Email
Integrations
CRM · Email · Price list · Open company data
Stack
LLM · Tool calling · Node.js · PostgreSQL
04What it demonstrates

What it demonstrates

Demonstrates: an agent preparing a reply in minutes, sent to the client only after the manager’s review.