TradeBridgeDigital
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Concept study

AI Lead Qualification Assistant

A controlled AI concept for reviewing enquiry context and preparing a structured qualification summary.

Project Type
Concept Project
Category
AI Projects
Status
Concept Project

Concept Project. The requirements, architecture, features and technology below describe a proposed build. Testing is planned; no delivered client results are claimed.

Problem

High enquiry volume can make initial review inconsistent, while fully automated decisions introduce unnecessary risk.

Requirements

  • Summarize only information supplied with an enquiry.
  • Apply explicit qualification criteria.
  • Require a person to approve the suggested next action.

Solution

An assisted workflow concept that summarizes known information, applies agreed criteria and leaves approval with a person.

Architecture

  1. Enquiry context

    Proposed: a workflow loads the enquiry and approved qualification criteria.

  2. Assisted review

    Proposed: the OpenAI API prepares a structured summary and marks missing information for review.

  3. Human decision

    Proposed: store the summary with its source context and require approval before subsequent actions.

Main Features

  • Structured lead summary
  • Qualification criteria
  • Human approval point
  • Audit-ready context

Technology Stack

Proposed technology stack.

  • OpenAI API
  • Supabase
  • n8n
  • TypeScript

Challenges

  • Design consideration: prevent unsupported information from appearing as fact.
  • Design consideration: treat instructions embedded in enquiries as untrusted input.

Testing

Planned

  • Evaluate missing, conflicting and adversarial enquiry content.
  • Check that summaries can be traced to supplied information.
  • Verify that downstream actions require human approval.

Screenshots

AI Lead Qualification Assistant illustrative interface concept
Illustrative interface concept — not a captured screenshot of a working product.

Demo

No public demo is available.

Result

Concept only. No model evaluation results, qualification accuracy or business impact have been established.

What I Learned

Implementation lessons will be added after this concept has been built and evaluated.

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