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leads

AI-powered lead qualifying from any data source
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README.md

Leads

AI-powered lead filtering from any data source.

Getting started

  1. Click Remix
  2. Save your OPENAI_API_KEY as an environment variable
  3. Customize PROMPT.txt
  4. Get the val's HTTP endpoint from main.ts: image.png
  5. Point your webhook to your val's HTTP endpoint
  6. That's it! You now have a growing leads sqlite table with one column for your original input_data and second column for the AI evaluator's output_data.

How it works

  • When a new lead comes in via POST, it is sent to the OpenAI agent in agent.ts.
  • The agent uses web search and the lead's inputData to determine if it's a match for the criteria in PROMPT.txt. By default, the AI's output_data includes the boolean match, it's reasoning along with a normalized name for the lead.
  • The input data and agent results are saved in the leads sqlite table.
  • The main.ts dashboard shows a history of all leads, successful matches first. Clicking any lead shows the agent's reasoning and all incoming and outgoing data from the process
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