Lead Intake Chatbot
A LangChain and OpenAI chatbot that automates lead intake and routing, reducing manual follow-up by around 60%.
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- Role
- AI product engineering · The Logic Design (internal)
- Timeline
- Ongoing
- Year
- 2025
Overview
What we set out to build.
A chatbot that handles the first conversation with new leads: gathering the right details and sending each lead to the right place, so the team spends less time chasing basic information.
Challenge
The problem in the room.
Manual lead follow-up was slow and inconsistent. Leads needed to be qualified and routed quickly without losing the human feel of the first conversation.
Approach
- 01
Designed conversation flows that collect the details sales needs.
- 02
Used LangChain with OpenAI to keep conversations flexible and on-task.
- 03
Routed each lead automatically based on what the chatbot learned.
- 04
Refined prompts against real conversations to improve intake quality.
Outcomes
What changed.
−60%
Manual follow-up
Automated
Lead intake
Automated
Routing
Intake that runs itself
New leads are greeted, qualified, and handed off without anyone on the team having to start the conversation.
Less chasing, more closing
Cutting manual follow-up by roughly 60% frees the team to spend their time on leads that are ready to talk.
Stack
- LangChain
- OpenAI API
- Node.js
- Prompt engineering
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