Portfolio · AI agent

Lead Follow-up and Onboarding Agent

An AI agent that follows up new leads by email, qualifies them, books calls, hands tricky cases to staff, and walks new customers through onboarding.

Discipline: AI agent · Sales and onboarding
Status: Clickable demo for a fictional "Example Bank Uganda". Example data only. Not a production product; no clients yet.

Request access to open it. The demo is labelled EXAMPLE DATA, with no real clients and no real messages sent.

Lead inbox with source, interest, status and score

The problem it solves

New enquiries go cold when nobody replies quickly. Staff spend time on routine follow-up and qualifying questions instead of the leads that need a person.

How it works

01
New leads land in one inbox, starting with email.
02
The agent drafts follow-ups and asks qualifying questions.
03
Qualified leads are offered a call time.
04
Cases that need a person go to a staff handoff queue with the reason.
05
New customers follow an onboarding checklist, and every action is written to an audit log.

Key features

Lead follow-up
Email first. LinkedIn, WhatsApp and web forms are planned next.
Qualification and call booking
Scores each lead and moves qualified ones towards a booked call.
Staff handoff
Passes cases that need a person to a named role, such as a relationship officer, with the reason and an excerpt.
Onboarding and audit log
Tracks each onboarding step. Opted-out contacts cannot be messaged, and the audit log cannot be edited.

Who it is for

Teams that handle inbound enquiries and onboarding, shown here for a fictional bank.

What the demo shows

A scenario you step through: the lead inbox, a simulated email thread, the handoff queue, an onboarding checklist, the audit log and metrics.

What is real and what is example

Real

The demo flow works. A first version of the lead store keeps messages as drafts until they are approved, blocks opted-out contacts and keeps an audit log that cannot be edited.