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AI · Sales-led businesses

AI lead qualification and routing for inbound enquiries

An AI agent that reads incoming enquiries, scores them against business criteria and routes them with context — with human review of every recommendation.

Illustrative scenario. This page describes a representative engagement to show how we approach a problem. It is not a client case study and contains no client names, figures or results.

  1. 01

    Problem

    Inbound enquiries arrived from the website, WhatsApp and email in inconsistent formats. Sales staff spent time reading and sorting rather than selling, and high-value enquiries were not always prioritised.

  2. 02

    Solution

    An AI agent connected to the CRM that extracts structured information from each enquiry, scores it against agreed criteria (product fit, quantity, timeline, budget signals) and proposes an assignment and next action. Recommendations appear in a review queue; a person approves, edits or rejects each one. Every decision is logged, and the agent's accuracy is reviewed weekly against actual outcomes.

  3. 03

    Technology

    • Node.js
    • TypeScript
    • LLM API
    • PostgreSQL
  4. 04

    Integration

    • CRM API
    • WhatsApp inbox
    • Email parsing
  5. 05

    Business Outcome

    Enquiries are structured and prioritised before a salesperson opens them. Because approvals stay with people, the business gained speed without losing control, and the same data now feeds lead-quality reporting.

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