AI-Powered Lead Management Pipeline
Two AI agents share one CRM — the first qualifies every lead in < 30 seconds, the second allows querying and acting on data directly from WhatsApp.
My role
AI Architect & Software Engineer
Period
July — August 2026
Lead Qualification Speed
Replaced 24-48 hour manual response turnaround
Real-Time Lead Enrichment
Automated company web research via Tavily API
Synced n8n Workflows
Web Lead Agent + WhatsApp Assistant over Redis memory
Lost or Dropped Leads
Explicit error fallback and n8n CRM table persistence
Architected and deployed a multi-agent AI pipeline for lead acquisition and CRM management. The first agent intercepts contact forms, enriches company data in real time, and scores prospects. The second agent allows management to query and control the lead database directly through WhatsApp.
01. Response Latency & CRM Friction
In B2B engineering services, failing to respond to a prospect within minutes drastically lowers conversion rates. Manually reviewing and drafting replies took hours. Moreover, updating traditional CRMs on mobile while traveling is tedious.
"AI automation shouldn't replace human connection: it eliminates response latency and prepares decision-making before the first call."
02. Dual n8n Workflow & Redis Architecture
The architecture links two n8n workflows through a shared CRM Data Table and persistent Redis memory. Upon form submission, the Lead Agent triggers Tavily web search, matches prospect requirements with the service catalog, scores lead intent (1-10), and drafts a tailored email via DeepSeek v4 Flash (OpenRouter). The second workflow — the WhatsApp CRM Assistant — lets the decision-maker query that same CRM in natural language directly from WhatsApp, without opening any dashboard.
n8n WhatsApp CRM Assistant workflow — message trigger, extraction, AI agent with Redis memory, CRM tools and reply delivery
Strict JSON Output Parsing
Enforced JSON schema preventing structural hallucinations during LLM calls.
Real-Time Tavily Enrichment
Automatic extraction of company size, industry, and recent news.
WhatsApp Natural Language Control
Query and update CRM records via voice or text ('Show me the latest qualified lead').
Persistent Redis Memory
Maintains conversational context between agents and the manager across sessions.
03. Reliability & Production Results
The Lead Qualification Agent is now running in production: header-secured webhook + IP filtering, robust error routing (onError → continueErrorOutput) and failure logging into the CRM — no lead can ever be lost. The WhatsApp CRM Assistant is built and tested; its publication only awaits the WhatsApp Business credentials.
A similar project?
Let's discuss your needs. I will get back to you within 24 hours with a concrete analysis.