AI lead qualification and routing

The business problem

New inquiries often arrive from several forms, inboxes, and campaign sources. Manual review slows the first response and leaves sales records inconsistent.

Workflow logic

The workflow normalizes each inquiry, enriches the contact, and checks whether required details are present. An AI classification step summarizes intent and applies a qualification score. Qualified leads are assigned to the right pipeline owner, while incomplete submissions enter a short information-gathering sequence.

Implementation notes

The build keeps scoring rules visible, logs the AI decision, and routes uncertain cases to a person. Duplicate checks run before any new CRM record is created.

Outcome

The team gets a cleaner queue, faster context, and a dependable follow-up path without reviewing every submission by hand.