In this video, I'll take you through a hands-on session with an agent. AI SDR. The idea is to showcase an entire automated funnel. We'll connect lead generation, qualification, CRM, and follow-up into a single flow.
The goal is simple. Receive the lead, respond immediately, and qualify it with context. After that, pass it on to the salesperson at the right time.
Contents
Example with form and WhatsApp
We start with a simple form. It can be Tally or whatever you already use on your website. Name, phone number, email, and the lead's needs.
As soon as the lead submits, the automation is triggered in N8N. The agent sends the first message in Whatsapp. Service begins in seconds, with no waiting.
The agent understands the context of the request. They respond in a humanized way based on the data in the form. And they guide the conversation towards qualification.
Qualification and transfer to the seller.
The AI SDR asks objective questions. It identifies pain points, urgency, budget, and the ideal service. It records everything so that no information is lost.
When interest increases, the agent changes the status in the CRM. They stop the automated service and transfer it directly to a human salesperson to finalize the transaction.
Automation and database
Every interaction is recorded in Supabase. This ensures historical data, metrics, and governance. It facilitates auditing and agent evolution.
The modeling saves the name, contact, origin, and stage. It also saves the latest messages and follow-up tags. This ensures accurate reports and mailings.
Integration with Notion CRM
The CRM in the example is the Notion. But the logic applies to Pipedrive, RD Station or any other. You just need an API and connect to it. N8N.
The main columns are clear: New lead, human interaction, sale completed, and finalized. The agent moves the cards according to the progress.
When qualifying, the agent creates a summary on the card. It includes the main pain point, suggested solution, and next action. The salesperson then knows exactly what to do.
Follow-up function
If the lead stops responding, no one is left in the dark. The agent triggers a reactivation sequence. The schedule and rules are saved in the database.
The texts are useful and respectful. No spam, always with clear value. The focus is on making the lead's decision easier.
Tools and architecture
Conversation interface in Whatsapp. Automation and orchestration in N8N. Database in Supabase.
The form can be Tally or equivalent. CRM can be Notion or another of your choice. The architecture is flexible and modular.
We use the agent RAG For context. Memory to keep the conversation cohesive. And functions to trigger CRM and database.
Master stream and multimedia resources
The master workflow understands text, images, and audio. It breaks long messages into parts and responds in order. Everything is logged for reference and continuous improvement.
There's a dedicated subflow for Notion. It automatically creates, moves, and comments on cards. This keeps the pipeline and the team aligned.
Summary for salespeople
The card arrives with pre-defined context. Who the lead is, what they requested, and what the agent suggested. Plus the recommended next step.
This reduces friction during the handoff process. It increases the conversion rate and closing speed. The salesperson focuses on closing, not on investigating.
Follow-up Strategies
Define specific time windows. Practical example: 2 hours for Follow Up 1, 4 hours for Follow Up 2. Then, mark it as unanswered and close the interview.
For e-commerce, use cart abandonment tracking. For recurring services, use scheduled reminders. Bonuses and discounts can trigger a response.
The important thing is to record each message sent. Who received it, when they received it, and what the message was. This prevents repetition and keeps you in control.
Agents 2.0 Training and Templates
If you want to replicate it, the Training AI Agent Manager 2.0 It helps. There you'll find flow templates, prompts, and integrations. Plus support, a community, and case studies.
With a solid foundation and guided practice, you accelerate execution. You build professional agents with governance and metrics. And you put your funnel on high-quality autopilot.
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