Autonomous Inbound Sales & Scheduling Agent
Automated 15+ daily inquiries & scheduling
Industry
HealthTech
Service
AI Integration & Agentic Workflows
Client
HealthTech Company (Confidential)
Timeline
3 weeks
The Problem
The client received ~15 inbound sales inquiries daily from their website's contact form.
The CEO and COO manually researched each prospect's company and cross-referenced their own calendars to draft a personalized reply with available meeting times.
Significant timezone differences (US clients vs. local timezone) caused delays in response times, slowing down the sales pipeline and taking a heavy toll on executive time.
The Approach
Instant Ingestion
Integrated the Gmail API with Google Cloud Pub/Sub to instantly push incoming contact form emails to a custom Python backend via webhooks.
Agentic Research
Built an AI agent using Perplexity to autonomously search the web for the inquiring company's details, including revenue, industry focus, and the specific person who filled out the form.
Contextual Generation
Leveraged OpenAI to synthesize the Perplexity research and the context of the inquiry into a highly personalized, context-aware email draft.
Scheduling & Human-in-the-Loop
Integrated the system to check CEO/COO calendar availability and append available time slots to the email. The system routed the draft to a Slack channel for a quick 'Human-in-the-Loop' approval before sending, ensuring quality while maintaining speed.
The Results
Inquiries Handled Daily
Response Draft Turnaround
Executive Manual Research Time
Key Takeaways
- →Combining real-time web search (Perplexity) with LLM generation transforms generic auto-replies into high-converting, personalized sales outreach.
- →Human-in-the-loop via Slack is the perfect transitional step for companies adopting autonomous agents, building trust in the system's decisions before going fully autopilot.
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