AI chatbot that qualifies leads before theyreach sales
A chatbot that asks the right questions, scores the lead and books a call with the right person.
- Client
- Northwind
- Type
- AI
- Year
- 2025
- Delivered
- AI engineering · Chatbot build · CRM integration · Evaluation
- Type
- Lead qualification
- Scoring
- Conversion likelihood
- Handover
- Books a call
- Integration
- Full CRM record
01 /
The challenge
A chatbot that annoys visitors costs more than it saves. It had to ask useful questions, hand over gracefully when it was out of its depth, and integrate with the CRM so the salesperson sees the full conversation, not just a score.
02 /
What we did
- 01
Designed the conversation around the questions that actually predict a sale: budget, timeline, decision process and fit.
- 02
Built a scoring model that ranks leads by likelihood to convert, so the sales team works the best first.
- 03
Integrated with the CRM so every conversation, score and qualification is attached to the lead record.
- 04
Set a clear handover: when the chatbot is unsure, it books a call with a person rather than guessing.
03 /
Outcome
A first filter that saves the sales team hours. Leads arrive qualified and scored, the conversation is in the CRM, and the team spends their time on calls that are worth having.
Built with
- Python
- FastAPI
- OpenAI
- React