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AI Lead & Appointment System

Captures enquiries from several channels, qualifies them, and books suitable leads straight into a calendar.

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Interface mockup with sample data. This is a demo project, not a client engagement.

The problem

A service business receives enquiries through its website, email and social messages. Leads sit unanswered for hours, are tracked in a spreadsheet, and booking a first call takes several emails.

Proposed solution

A single intake workflow collects every enquiry, uses an AI step to summarise the request and check it against qualification criteria, creates the record in a CRM, and sends qualified leads a booking link tied to live calendar availability.

Key workflow

  1. Step 1

    Enquiry arrives from form, email or chat

  2. Step 2

    AI step summarises the request and scores it

  3. Step 3

    Lead is created or updated in the CRM

  4. Step 4

    Qualified leads receive a booking link

  5. Step 5

    Booked calls trigger reminders and a team alert

Scope

  • Multi-channel lead capture
  • Configurable qualification criteria
  • CRM pipeline stages and ownership rules
  • Booking, confirmation and reminder messages

Technologies used

  • Webhooks
  • LLM API
  • CRM API
  • Google Calendar API
  • Node.js
  • Email service

Design considerations

  • Qualification criteria are reviewed by the business, not left to the model alone.
  • Every automated decision is logged so it can be checked and corrected.
  • Leads that do not match criteria are still recorded and can be reviewed manually.

Want something like this for your business?

We’ll talk through how this approach would fit your tools, your team and your budget.

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