AI Operations · Customer & Lead
Capture real intent in the inbox and hand it to sales at the right time.
This is a bounded inbox operating layer: it answers approved questions, collects required details, classifies intent, and hands difficult cases to people. It never invents prices, policies, or commitments.
Send a problem to diagnoseLive lead card
Intent
Quote request
Industry
Unknown
Locations
3
Urgency
Needs confirmation
Missing
Channel, goal
Lead status
Qualifying
Owner
Sales consultant
Handoff
Awaiting person
Follow-up
Within agreed SLA
This is a simulated conversation. AI does not invent prices or close the lead.
A fit when
- Businesses with repetitive inbox traffic and after-hours leads.
- Sales teams that need consistent intake before follow-up.
- Teams with an approved knowledge base and clear handoff owners.
Not a fit when
- Policies and prices change constantly without a maintained source.
- Medical, legal, or financial advice requiring accountable professionals.
- No team is available to receive qualified handoffs.
Where the workflow breaks
Prospects ask after hours and disappear.
Staff repeat the same intake questions.
Leads remain in chat instead of a follow-up queue.
Current flow
- 01Read every conversation
- 02Copy details into a sheet
- 03Guess lead quality
- 04Rely on memory for follow-up
Proposed flow
- 01Identify intent and ask for missing fields
- 02Answer from an approved knowledge base
- 03Label the lead and create a handoff
- 04Remind follow-up and store status
AI handles
- Summarize conversations and normalize lead data.
- Answer FAQs within the approved scope.
- Suggest labels, priority, and next actions.
People approve
- Prices, offers, policies, and exceptions.
- Sensitive or risky conversations.
- Final commitments to customers.
Required inputs
- Approved FAQs, offers, prices, and policies.
- Lead criteria and required fields.
- SLA, handoff owners, and follow-up channels.
Deliverables
- Conversation map and knowledge base.
- Lead schema, routing rules, and handoff queue.
- Logs, dashboard, and exception playbook.
Scope and limits
- No autonomous pricing or promises outside approved sources.
- It does not replace the CRM when the CRM remains the system of record.
- Zalo/Fanpage integration depends on actual permissions and APIs.
Implementation timeline
Week 1
Audit conversations, FAQs, lead fields, and SLA.
Weeks 2–3
Build the knowledge base, routing, and internal pilot.
Week 4
Launch with monitoring, log review, and tuning.
Permitted proof
Golden Sea has relevant chatbot/AI portfolio work. Only verifiable demos and flows are used as proof; no unverified conversion uplift is claimed.
Security & governance
- No PII in analytics.
- Channel- and role-based access.
- Log answer sources, handoffs, and policy changes.
Frequently asked questions
Can AI quote customers automatically?
Not by default. AI may use approved price tables and rules; out-of-scope cases go to a person.
Does it replace sales staff?
No. It reduces repetitive replies and data entry so sales can focus on advice, exceptions, and decisions.
Read before implementation
Start with one clearly bounded problem.
Send the current process, source data, and the point where work slows down. Golden Sea will return a diagnostic scope before proposing a build.