ai-automation-consultant

Lead Intake Package

Receive a service request, validate it, triage urgency, notify the contractor, and create follow-up work.

DashboardProjects

Status

not started

Stages

0/5

Progress

0%

Architecture Map

De-scope List

  • Billing and payment collection
  • Multi-role admin dashboard
  • Production SMS sending
  • Rich analytics beyond intake counts

Stages

Discovery Map

Map intake sources, required fields, owner handoff, and exception paths before building.

ready

Deterministic Core

Validate the payload, store the lead, and create an idempotent CRM upsert without using an LLM.

locked
Locked

AI Triage

Add structured urgency classification with schema validation and human-readable summary output.

locked
Locked

Follow-up Loop

Acknowledge the customer, create a contractor task, and detect stale leads on a schedule.

locked
Locked

Handoff Runbook

Package credentials, failure modes, rollback steps, and a short client walkthrough.

locked
Locked