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CLIENT UNDER NDA
AI development · B2B

AI agent for lead qualification, B2B

The agent tracks incoming enquiries, filters out irrelevant ones and books meetings in the calendar without a manager. The goal was not to 'add AI' but to remove manual work where no human decision is needed.

Агент
conversion from month one
AI agent for lead qualification, B2B

Context

Niche: B2B SaaS platform (international market).
Client: requested anonymity (NDA).
Starting point: 3 sales reps, a steady flow of inbound leads, qualification taking two business days. Only a small share of them reached a meeting.

Goal

Cut time to first contact and automate qualification: initial classification, profile enrichment, calendar booking — without sales involvement.

What we did

1. Lead data map

Defined required signals for qualification: company size (Clearbit/Apollo), industry, contact role, tech stack (BuiltWith). 14 scoring parameters.

2. AI agent on LangGraph

Architecture: orchestrator → 4 specialized agents (research, scoring, outreach, calendar). Uses GPT-4o + Claude 3.5 for different tasks. Decision logging for auditability.

3. Integrations

HubSpot CRM (lead writes), Cal.com (booking), Slack (notifications), Sentry (agent error monitoring).

4. Testing on 200 leads

Parallel A/B: half of leads via the agent, half via reps. Compared conversion, meeting quality (sales NPS), time to first contact.

5. Gradual rollout

Month 1: 30% traffic. Month 2: 70%. Month 3: 100%. Reps freed for mid- and large-deal negotiations.

Results

Цифры по проекту мы не публикуем. Часть данных клиент просил не раскрывать, а проценты без доступа к его системам ничего не доказывают: рост с двух визитов до шести тоже выглядит внушительно. На встрече показываем проект с доступом к Метрике и Вебмастеру — и объясняем, за счёт чего пришёл результат.

Timeline & budget

3 months build + 2 months A/B validation. Stack: TypeScript + LangGraph + Vercel. LLM costs ~$700/mo at 3,000 leads.

What was tough

First two weeks the agent confused roles (startup CEO vs enterprise CEO). Fix: extra LinkedIn check + company size. Also added escalation: if agent's confidence is below 70% — the lead is handed to a rep.