This article outlines a practical automation workflow designed to handle scattered business leads from various channels like websites and social media. The proposed system uses AI to analyze incoming messages, extract key details such as intent and budget, and apply a deterministic scoring system to prioritize qualified leads for sales teams.
- The workflow separates AI tasks for understanding unstructured text from deterministic logic for routing and database updates.
- Extracted information includes customer intent, required service, budget, location, urgency, and company information.
- A scoring system assigns points based on criteria like service match (+30), budget (+20), urgency (+20), location (+20), and company size (+10).
- Leads scoring 60 or above are treated as qualified and sent directly to the sales team.
- The approach recommends using tools such as Hugging Face models, APIs, webhooks, databases, and workflow automation platforms.
This design aims to reduce repetitive manual work for sales teams while making the workflow easier to debug and reducing the risk of accidental business actions triggered by AI responses.