Selected architectureSQ-01
Lead qualification concierge
Turns an unstructured first message into a complete sales brief, a scored opportunity, and a controlled handoff.
Creative studios, agencies, B2B services, integrators, consultancies
A qualified request reaches the right person with context, urgency, budget range, and next action already structured.
Operating route
- 01Receive
- 02Qualify
- 03Score
- 04Confirm
- 05Handoff
Functional scope
- 01Intent and service-line detection
- 02Adaptive discovery questions
- 03Budget, deadline, fit, and urgency capture
- 04Lead scoring with an explainable rule set
- 05CRM draft and owner notification
- 06Calendar proposal after explicit confirmation
Production controls
- C1No CRM write before user confirmation
- C2Deterministic scoring remains the source of truth
- C3Sensitive fields are minimized and retention is configurable
Delivery stack
- Next.js
- TypeScript
- Node.js
- Webhook adapter
- PostgreSQL / Supabase
- Redis rate limits
- Consent log
- CRM adapter
- Calendar adapter
- OpenTelemetry
- Vercel / Docker
Optional intelligence layer
The business workflow remains usable without a model. AI is added only where evaluation proves a measurable benefit.
- Provider
- Model / runtime
- Gemini 3.5 Flash-Lite
- Assigned role
- Intent classification, field extraction, short summaries
- Use when
- High-volume, latency-sensitive intake
- Provider
- OpenAI
- Model / runtime
- GPT-5 mini
- Assigned role
- Adaptive questioning and schema-constrained brief generation
- Use when
- Complex services with varied customer language
Architecture options only. No provider is connected and no request is sent. Exact availability, pricing, data controls, and regional access must be verified before implementation.
Build package
- 01
Conversation map and qualification schema
- 02
Channel bot, CRM adapter, and human inbox
- 03
Golden test set, analytics events, and release runbook