Lead Qualifying Agent

🛠 How It Works (Under the Hood):

1. 📥 Form Trigger Input:

• A clean, multi-step form collects the visitor’s name, email, and enquiry.

• Includes a date & time selector with pre-filtered weekdays.

• Users must agree to terms before continuing.

2. 🧠 AI-Powered Enquiry Qualification:

• A custom-trained Text Classifier reviews the inquiry.

• If it’s not a good fit (e.g., vague or irrelevant), AI gently rejects it with a custom message.

3. ✅ Terms & Smart Flow Control:

• Only users who accept terms proceed.

• Rejections are instantly handled via a polite fallback message.

4. 📅 Time Picker & Confirmation:

• The next form lets users choose their preferred meeting time from a dropdown.

• n8n captures everything and builds a timestamp from the inputs.

5. 📧 Gmail Auto-Responder + Admin Alert:

• User gets a branded receipt email.

• Simultaneously, your admin gets an approval email with “Confirm” and “Decline” buttons—no login required.

6. 🖱️ One-Click Approval or Rejection:

• If approved → it creates a Google Calendar event with a Meet link.

• If rejected → a friendly rejection email is sent instead.

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What You Get:

• Prebuilt Workflow: Import-ready JSON. Just connect your OpenAI, Email, and Calendar credentials.

• Intelligent Lead Filtering: AI sorts out low-quality or irrelevant requests automatically.

• Multi-Form UX: Breaks long forms into digestible steps with logic-based branching.

• Human Approval Layer: Let humans make the final call—automatically handled by Gmail.

• Calendar Integration: Auto-schedule 1:1 meetings without manual entry.

• Branded Auto-Replies: Make every lead feel attended to, even if you reject them.

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Perfect For:

• Solo Coaches & Consultants

• SaaS Support Teams

• Agencies Booking Discovery Calls

• Product Demo Schedulers

• Freelancers Protecting Their Time