Typical Challenge
Imagine enquiries arriving with only a product name and a phone number. Sales staff still need the requirement, constraints and consent for follow-up; guessing these details can produce irrelevant offers.
All example solutions
Example Solution
AI Lead Qualification System
Representative use case
An example enquiry assistant that collects the details sales staff need before a useful follow-up.
Typical industry: E-commerceTypical delivery scope: Scoped via Task Desk package
How We Approach It
Design a short set of qualification questions, use approved product information and prepare a structured lead record. Test missing or conflicting answers, and leave negotiated pricing or commitments with the sales team.
What This Solution Can Address
- Ask for the requirement and preferred follow-up before recommending a product.
- Make missing details visible instead of filling them with assumptions.
- Use approved catalogue information and refer exceptions to the sales team.
- Check consent and field mapping before sending an enquiry to the CRM.
- Evaluate the workflow with incomplete, duplicate and out-of-scope enquiries.
Example Technology Stack
- OpenAI GPT-4
- WhatsApp Business API
- HubSpot CRM
- Google Calendar API
- AWS Lambda