Smart Lead System
Instagram, WhatsApp, Facebook, SMS and calls in one workspace, with call transcripts and a clear view of how managers respond to customers.
- My role
- Product architecture, workflow design and operating QA.
The problem
Customer conversations are spread across social platforms, text messages and calls. Managers have to piece together the context, and owners struggle to see how customers are being answered.
Constraints
- Human review of customer-facing actions
- No invented customer facts
- Clear ownership for the next action
Current stage
In operation
Business result
Instagram, WhatsApp, Facebook, SMS and calls come together in one window. Managers can follow customer conversations without switching between separate apps. The owner can see how each manager responds to customers and stay involved without asking the team to relay every conversation.
First-hand accountHow it works
Call transcription turns conversations into text that the owner can review alongside customer messages and manager replies. The same workspace brings together AI intent and priority, grounded facts, a concise summary, the next step and a reply draft. A person reviews each draft before it is sent to a customer.
First-hand accountControl boundary
The system supports decisions instead of impersonating a sales team. It does not invent facts, silently update records or send an unreviewed reply.
First-hand accountView the technical architecture
Conceptual workflow
- 01Instagram, WhatsApp, Facebook, SMS and calls
- 02Shared workspace and call transcripts
- 03AI intent and priority
- 04Manager response and owner oversight
- 05Next-step handoff
Decisions
- Prepare suggestions, not autonomous outreach
- Keep facts separate from generated drafts
- Make the next responsible action visible
Evidence
- Instagram, WhatsApp, Facebook, SMS and calls are brought together in one workspaceFirst-hand account
- Call transcription makes spoken conversations available as textFirst-hand account
- The owner can see how managers respond to customersFirst-hand account
- One operational view combines AI intent, priority, facts, summary, next step and reply draftFirst-hand account
Safety boundary
- Reply drafts remain under human review
- No customer or lead records are published
- No unsupervised customer communication
Working vocabulary
TypeScript / Workflow automation / CRM integrations / Operational QA
The basis for this case.
Record reviewed: . This describes the published account, not a new check of the project's runtime.
My role, implementation details and unlinked outcomes are first-hand statements. Public sources support only the claims identified alongside them. A project status or screenshot does not independently verify every result.