Automate Dealer Lead Qualification with AI
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Streamline your sales process by automatically qualifying incoming dealer leads. This workflow leverages AI to process, understand, and route leads efficiently, ensuring your sales team focuses on the most promising opportunities.
About This Workflow
The Dealer Lead Qualifier is an intelligent automation designed to process incoming leads for dealerships. It utilizes a webhook to receive lead data, which is then processed by AI models. The workflow splits the incoming information, generates embeddings using Cohere, and stores them in a Pinecone vector database for efficient querying. An AI agent, powered by HuggingFace, analyzes incoming queries against the stored data and conversational memory to qualify the lead. Finally, the results are logged to a Google Sheet for sales team review. This system ensures that only high-potential leads are presented to your sales team, optimizing resource allocation and improving conversion rates.
Key Features
- Automated Lead Ingestion: Seamlessly receive new leads via a webhook.
- AI-Powered Qualification: Leverages advanced AI models for intelligent lead assessment.
- Vector Database Integration: Utilizes Pinecone for efficient data storage and retrieval.
- Contextual Understanding: Employs conversational memory for nuanced lead interaction.
- Actionable Insights: Logs qualified leads to a Google Sheet for easy sales team access.
How To Use
- Configure Webhook: Set up the
Webhooknode to receive incoming lead data via an HTTP POST request to the/dealer_lead_qualifierpath. - Set up Text Splitter: Configure the
Splitternode (usingCharacterTextSplitter) with appropriatechunkSizeandchunkOverlapto break down lead information. - Integrate Embeddings: Connect the
Splitterto theEmbeddingsnode (usingCohereEmbeddings) and ensure your Cohere API credentials are set. - Configure Vector Store (Insert): Set up the
Insertnode (usingPineconeVectorStore) to ingest the generated embeddings into your Pinecone index nameddealer_lead_qualifier. Provide your Pinecone API credentials. - Configure Vector Store (Query): Set up the
Querynode (usingPineconeVectorStore) to retrieve relevant information from the Pinecone index. - Set up AI Agent: Connect the
Querynode's output to theToolnode, and then to theAgentnode. Configure theChatnode (usingHuggingFaceLM) for the AI's language model and ensure HuggingFace API credentials are set. TheAgentnode'spromptTypeshould be set to 'define' and thetextparameter to={{ $json }}to process incoming data. - Log Results: Connect the
Agentnode to theSheetnode (usingGoogleSheets) to log the qualified lead data. Ensure your Google Sheets OAuth2 credentials are configured and specify yourSHEET_IDandLogsheet name.
Apps Used
Workflow JSON
{
"id": "847dd668-3d9f-4d00-968e-86440d6aa8e2",
"name": "Automate Dealer Lead Qualification with AI",
"nodes": 5,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 847dd668-3d9f...
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