Internal demonstration
Lead automation walkthrough
How a new website enquiry becomes a qualified CRM record and a reply drafted for approval.
- TriggerA website form arrives: “We are a 12-person accounting office and want to stop typing invoice data by hand.”
- Read and qualifyAI reads the message; rules set the service (AI automation), the fit (document processing) and the urgency (normal).
- Update the CRMA contact and a deal, “Invoice intake automation”, are created in a sandbox CRM and assigned to sales.
- ApproveA reply is drafted in the company’s tone and waits for a person to approve it.
- Handle an errorA second sample enquiry has no valid email address: nothing is sent, and it is flagged for a person.
- OutputOne CRM record, one approved reply and one flagged exception, all logged.
Internal demonstration with sample data. No client and no real CRM are involved.