Library / Lead Generation & Enrichment
Lead Generation & Enrichment
Reply to Customer Leads with an AI Agent
When a lead arrives by webhook, an OpenAI agent analyzes its source, drafts a reply with Google Docs and Sheets context and sends it via Outlook.
What it does
### Customer Experience Agent (AI) Now this Node is an AI Agent who is speicalized to understand the Lead Source and the Inquiry sent by Cusomter. The Agent will look at company information, which has detials of producuts and services defined in Google Docs, and the Contacts Sheet where a column must be added mentioning that who is the person dealing in which products, solutions and services. Once the inquiry is about speicifc product solution and service it will look from the sheet and then will decide to whom the email has to be sent. Details is defined in the Agent. Make sure to drag fields from http request node
The steps
- Customer Lead AI Agent
- OpenAI Chat Model
- Abbriviations
- Lead Body
- Source Website and Status Open
- Microsoft Outlook
- Email Body Text Generated by AI
- Fields for Outlook
- Email Body for Outlook
- Inquiry has Notes
- Inquiry is Valid?
- Company Profile
- Company Policies
- Company Contact Database
40 steps in total.
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