Case Study

AI-Powered Lead Qualification Assistant

A prototype built to show how an always-on AI assistant can qualify inbound leads on web and WhatsApp before a human ever gets involved.

Demonstration project — not a paid client engagement
01 · Business Problem

Small businesses frequently lose leads simply because nobody is available to respond outside business hours, or because early-stage questions ("do you serve my area?", "what does this cost?") consume time that would be better spent on qualified prospects.

02 · Solution

A conversational AI assistant was built to handle initial enquiries on a business’s website and WhatsApp, ask qualifying questions, and route genuinely interested leads to a human with full context already captured.

03 · Technology Used
OpenAI APINode.jsWhatsApp Business APITypeScript
04 · Implementation Process
  • Defined the qualifying questions a human salesperson would normally ask first
  • Built the assistant’s knowledge base from common business information and FAQs
  • Implemented handoff logic so qualified leads reach a human with context intact
  • Tested against a range of realistic customer questions and edge cases
05 · Business Outcome

The prototype demonstrates a response to every enquiry within seconds, at any hour, with qualified leads clearly flagged for follow-up — illustrating the kind of always-on coverage this approach can provide.

06 · Lessons Learned

The hardest part isn’t the AI response itself — it’s defining a clean, honest handoff point where the assistant should stop and a human should take over.

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