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
- 01
Lead qualification against the sales team’s criteria.
- 02
Tools: CRM (read/write), open company data, the price list.
- 03
An email draft in the manager’s mailbox for review.
03Architecture
Architecture
- Inbound lead → Agent runtime
- Agent runtime → CRM, Company data, Price list, Manager review
- CRM
- Company data
- Price list
- Manager review → Email