
This is how we automated lead validation and onboarding for a business 👇
Lead fills up a form with their info → AI validates info
If Qualified → Add Lead to CRM & send booking email
Otherwise → Add them to a separate DB
Now the issue we initially faced was that AI was falsely tagging some leads (around 4%) as not qualified.
So we added manual verification.
For leads that AI tagged as "not qualified," we can manually review and change their status to "qualified." When we do this, the same automated flow is triggered - we add them to the CRM and send the booking email.
We used @llama_index workflows for this orchestration.
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