AI Business Autopilot Lead Agent NoCode
Автор: AI Business Autopilot
Загружено: 2025-11-08
Просмотров: 3
Описание:
Build a no-code Lead Qualification Agent in under an hour (Make/Zapier + Google Sheets + your CRM).
It replies in Telegram/WhatsApp, asks five smart questions, scores each lead (0–5), writes to CRM, and logs everything — with a 48-hour metric checklist and clear guardrails.
🕒 Chapters
00:00 – Intro: What we’ll build
00:25 – Outcome & resources
00:55 – Requirements (Make/Zapier, GSheets, CRM)
01:20 – Architecture: Message → AI → Router → CRM
02:00 – Building the agent in Make
03:30 – Role, 5 questions & scoring logic
05:10 – Routing & writing results to Google Sheets / CRM
06:30 – Testing the flow on sample leads
07:30 – Guardrails — what the agent must not do
08:30 – First 48-hour metrics (KPIs to track)
09:40 – Bonus — porting the flow to AgentKit
10:40 – Wrap & next steps
💡 What you’ll learn
End-to-end flow: Message → AI questions & scoring → Router → Google Sheets → HTTP → CRM
The agent role and 5 qualification questions
Simple score schema (0–5) to auto-prioritize leads
Safety rules and guardrails for production
48-hour KPIs: First Response Time, share of qualified (score ≥ 3), conversion to task / meeting, and summary clarity
How to upgrade to AgentKit for more control and scalability
🧰 Resources (see pinned comment)
Agent role prompt + JSON output stub
Make / Zapier build notes and checklist
Sample leads + KPI template sheet
CRM field mapping examples (HubSpot / amoCRM / Bitrix24 / generic)
⚙️ Stack shown in the video
Make (Zapier alternative) – no-code automation platform
Google Sheets – acts as a minimal CRM and log
Telegram Bot / WhatsApp Business – for incoming messages
Any CRM with webhooks – HTTP → /leads for write-back
🔒 Safety & privacy
Demo uses test data only.
Keep API tokens in a secrets vault.
No pricing/discount/timing promises.
No payment data collection.
Always log actions and escalate non-standard requests to a human.
💬 Tell me your CRM
Comment which CRM you use (HubSpot / amoCRM / Bitrix24 / Pipedrive / Other) — I’ll record a dedicated integration guide next.
If this helped, subscribe so you don’t miss the next CRM-specific deep dive and the AgentKit version.
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