HealthTech / Applied AI
Autonomous Inbound Sales & Scheduling Agent
15+ daily inquiries automated
The problem
The client received ~15 inbound sales inquiries daily from their website. The CEO and COO manually researched each prospect and cross-referenced calendars to draft a personalized reply with meeting times.
Significant timezone differences between US clients and the local team caused delays, slowing 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 push incoming contact-form emails to a Python backend via webhooks in real time.
Agentic research
An AI agent uses Perplexity to autonomously research the inquiring company's revenue, focus, and the person who filled out the form.
Contextual generation
OpenAI synthesizes the research and inquiry context into a highly personalized, context-aware email draft.
Scheduling & human-in-the-loop
The system checks CEO/COO calendar availability, appends time slots, and routes the draft to Slack for a quick approval before sending.
The results
OutcomesRelated case studies
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