AI Lead Routing & Qualification Agent
Context
A B2C online school offering educational courses faced a growing challenge as their lead volume scaled. The sales team was spending 30–40 minutes manually processing each incoming lead — reviewing submissions, scoring interest levels, and entering data into the CRM. With no standardized qualification criteria, accuracy was inconsistent and high-potential leads were often delayed or missed entirely.
Problem
- Manual Processing: Leads were processed entirely by hand.
- Time-Consuming: High time expenditure, averaging 30–40 minutes per lead.
- Inconsistent Scoring: Average and inconsistent accuracy in qualifying leads as cold, warm, or hot.
Solution
Developed an AI-powered agent designed to eliminate manual lead handling at every stage of the pipeline:
- Automated Lead Capture: Incoming leads from Wix forms are automatically captured and synced across Zoho CRM, Klaviyo, and Google Sheets — eliminating manual data entry entirely.
- AI-Powered Qualification: Each lead is instantly scored and classified as cold, warm, or hot using an LLM, based on predefined qualification criteria tailored to the business.
- Smart Routing & Notifications: Qualified leads are automatically routed and dispatched to the responsible sales rep via a Telegram bot for immediate follow-up — no delays, no missed leads.
Process
- Business Analysis: Studied the existing lead handling workflow to identify bottlenecks and define qualification criteria before building anything.
- Prompt Engineering: Crafted a highly optimized prompt for the LLM to ensure consistent and accurate lead classification across cold, warm, and hot categories.
- API Integration: Connected Wix, Zoho CRM, Klaviyo, Google Sheets, and Telegram via their respective APIs to enable seamless, real-time data flow.
- Workflow Orchestration: Built and automated the entire end-to-end process in n8n, from lead capture to sales rep notification.
Tech Stack
Wix | Google Sheets | Zoho CRM | Klaviyo | n8n | Telegram | Openrouter
Results