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Example Use Case

AI Employee for Lead Qualification

Every lead processed. Enriched. Scored.

Integrates your CRM. Researches leads externally. Scores and routes. Reaches out to incomplete leads. Gets smarter every month.

Lead Processing
Live
Sarah Johnson🌐 Website

4 min

HOT 87
Mike Chen📘 Facebook

Processing...

WARM 62
Emily Davis💬 WhatsApp

Just arrived

1. Leads processed live

Lead Brief · Sarah Chen
HOT 87

Qualification Signals

Budget$450-550K
Timeline2 months
Unit Type2BR Condo
LocationDowntown / Waterfront
FinancingPre-approved
IntentUpgrader

External Enrichment

LinkedIn:VP Marketing at TechCorp
Social:Active in property groups
History:Sold 1BR in 2024

AI Recommendation: High-intent upgrader. Match to premium 2BR units in Waterfront Tower. Similar profiles converted at 34% rate.

Route to Sales RepView Full Profile

2. Enriched brief for reps

AI Outreach · Incomplete Leads
James Wongmissing budget and timeline

SMS sent · Awaiting reply

Hi James, thanks for your interest. Quick question — what budget range are you considering?

Maria Santosmissing unit preference

AI Voice Call completed · Budget confirmed $350K

Hi Maria, great chatting. To clarify, are you looking for a 2 or 3-bedroom unit?

David Limmissing financing status
👁

Email sent · Opened 2 min ago

Hi David, following up. Have you secured pre-approval for your financing yet?

23 contacted today78% response14 qualified

3. AI reaches out for missing data

Connected Data Sources
Active
☁️

Salesforce

📝

Website Forms

📘

Facebook Leads

💬

WhatsApp

💼

LinkedIn

✉️

Email

📚

Knowledge Base

🗄️

Inventory DB

🏠

Property Portal

📊

Analytics

10 sources47,000 leads processed99.7% uptime

4. Connects all your data

Lead Conversion Intelligence

Conversion Funnel

Leads1,247
Qualified834
Hot312
Converted89

AI Recommendations

High-converting

First-time buyers 30-40, Downtown

Underserved

Investors $800K+, low response rate

Best channel

WhatsApp converts 2.3x vs Facebook

Qualification Accuracy
91%

5. Analytics & recommendations

24/7

Leads processed instantly

5 min

Deep research per lead

0

Leads left in queue overnight

91%

Qualification accuracy by month 6

Your AI Employee

One employee. Every lead covered.

Lead Processing
Live
Sarah Johnson🌐 Website

4 min

HOT 87
Mike Chen📘 Facebook

Processing...

WARM 62
Emily Davis💬 WhatsApp

Just arrived

Processes every lead instantly

From any channel — forms, email, WhatsApp, API. Scored HOT, WARM, or NURTURE within minutes.

You used to: let leads sit in a queue for hours. Your AI Employee picks them up the moment they arrive.

Connected Data Sources
Active
☁️

Salesforce

📝

Website Forms

📘

Facebook Leads

💬

WhatsApp

💼

LinkedIn

✉️

Email

📚

Knowledge Base

🗄️

Inventory DB

🏠

Property Portal

📊

Analytics

10 sources47,000 leads processed99.7% uptime

Connects to all your data sources

CRM, website forms, Facebook, WhatsApp, LinkedIn, knowledge base, inventory — all synced.

You used to: have data scattered across 10 tools. Your AI Employee pulls from all of them automatically.

Lead Brief · Sarah Chen
HOT 87

Qualification Signals

Budget$450-550K
Timeline2 months
Unit Type2BR Condo
LocationDowntown / Waterfront
FinancingPre-approved
IntentUpgrader

External Enrichment

LinkedIn:VP Marketing at TechCorp
Social:Active in property groups
History:Sold 1BR in 2024

AI Recommendation: High-intent upgrader. Match to premium 2BR units in Waterfront Tower. Similar profiles converted at 34% rate.

Route to Sales RepView Full Profile

Enriched lead brief for every rep

Qualification signals, external research (LinkedIn, social, property history), AI recommendation, matched products.

You used to: hand reps a name and phone number. Your AI Employee gives them a full buyer intelligence brief.

AI Outreach · Incomplete Leads
James Wongmissing budget and timeline

SMS sent · Awaiting reply

Hi James, thanks for your interest. Quick question — what budget range are you considering?

Maria Santosmissing unit preference

AI Voice Call completed · Budget confirmed $350K

Hi Maria, great chatting. To clarify, are you looking for a 2 or 3-bedroom unit?

David Limmissing financing status
👁

Email sent · Opened 2 min ago

Hi David, following up. Have you secured pre-approval for your financing yet?

23 contacted today78% response14 qualified

Reaches out to incomplete leads

Missing budget? Timeline unclear? Your AI Employee sends SMS, email, or AI voice calls to gather what’s missing.

You used to: skip incomplete leads or have reps chase basic info. Your AI Employee qualifies them proactively.

Lead Conversion Intelligence

Conversion Funnel

Leads1,247
Qualified834
Hot312
Converted89

AI Recommendations

High-converting

First-time buyers 30-40, Downtown

Underserved

Investors $800K+, low response rate

Best channel

WhatsApp converts 2.3x vs Facebook

Qualification Accuracy
91%

Analytics and recommendations

Conversion funnels, accuracy trends, channel performance. AI surfaces patterns: which segments convert, which channels underperform.

You used to: guess what’s working. Your AI Employee shows you exactly where revenue is hiding.

Works across industries

Same AI Employee. Your industry's signals.

Real Estate

Extracted signals

  • Budget range
  • Unit type
  • Location preference
  • Timeline
  • Financing status

AI Employee output

Budget ₱8-12M, 2BR, Downtown, 3 months, pre-approved → HOT (87) → Route to premium sales team

How we work

Up and running in six weeks.

We integrate with your existing systems. The sooner it starts learning from real leads, the sooner it pays for itself.

01

Connect

We integrate with your CRM, lead sources, and knowledge base. Salesforce, HubSpot, custom — whatever you use.

1 week
02

Learn

Your AI Employee studies your best conversions — what signals predicted a close, what made a lead hot, your scoring criteria.

1 week
03

Pilot

Live on real leads. Your team reviews every brief. Weekly tuning based on feedback. Accuracy improves daily.

4 weeks
04

Scale

Handle more volume without more headcount. Every lead processed makes the next qualification sharper.

Ongoing

Hire your
AI Employee.

Every AI Employee is custom-built. We study your architecture, integrate your data sources, train on your qualification criteria, and build an employee that knows your business. Not a template — a boutique solution.

1. Discover

We map your architecture, CRM, and data sources

2. Build

Custom AI Employee + dedicated app built for you

3. Launch

Live on real leads within 6 weeks

4. Improve

Gets smarter every month. Costs less than one rep.

or email us directly at [email protected]

This is an example use case

Want a custom AI Employee for your business?

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