Reference architecture
IllustrativeInbound lead processing with AI steps in a deterministic workflow
A reference architecture that classifies, enriches and routes inbound enquiries, then drafts replies for sellers.
Illustrative scenario. Not a completed client engagement. It describes how we would approach the problem; no client, results or quotes are implied.
/ 01Problem
The situation
Enquiries arrive through forms and a shared mailbox. Many are spam, support requests or partner pitches; genuine leads wait hours for manual sorting.
/ 02Baseline
Measuring before building
Mailbox and CRM timestamps measure time from enquiry to first seller contact.
/ 03AI architecture
Architecture snapshot
- Form webhook
- Mailbox polling
- Classify: lead, support, partner, spam
- Extract: company, need, timeline
- Draft: first reply
- Territory and segment routing
- Duplicate account matching
- Consent check
- Seller reviews draft in CRM task
- Per-step trace and cost
- Misclassification review
/ 04Delivery
How it would be delivered
- 1
Process mapping
Agree categories, routing rules and what counts as a qualified lead.
- 2
Workflow build
Typed AI steps with schema validation and fallbacks inside the existing automation platform.
- 3
Calibration
Two weeks of classification review before routing goes live.
/ 05Outcome measures
What would be measured
- Classification accuracy
- Time from enquiry to seller contact
- Draft acceptance rate
Limitations
- Routing rules must be maintained by sales operations.
No results are claimed for this scenario. Targets would be set from the measured baseline in a real engagement.
/ 06Client quote
Illustrative scenarios do not carry client quotes.
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