Reference architectureAI agent

Inbound qualification system

01 — The problem
Enquiries arrive across a form, a shared inbox and a phone line. Whoever is free reads them, guesses at priority, and the rest wait. Nothing is scored the same way twice.
02 — What we built
An agent captures every channel into one intake, enriches the company from public sources, scores fit and intent against written criteria, creates the CRM record, assigns an owner and drafts the first reply for approval.
03 — What changed
Sales opens a ranked, enriched list instead of an inbox, and every enquiry is answered — including the ones that used to fall through.

Technology

Built with

  • LLM agent
  • CRM API
  • Enrichment
  • Queue
  • Audit log
Related

Nearby work.

All work
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