Lead Tracking for Real Estate Company

Diamond AI Agents Hackathon
Krishnendu • Sr Manager - Learning and Development
Tools: VoiceFlow, CatGPT, Canva, GoogleGemini
Description: A Voice Agent to track leads, categorize them as hot and cold lead

Detailed Description

This a simple Voice Agent, that aims to track leads for Real Estate Agents. Simple flow is
1. Bot warmly welcomes the leads, gathering the name and contact details
2. Gathers what is the service they are looking for from the Knowledge Base along with Budget details
3. Based on response, qualifies as Hot or Cold Lead.
4. Sends Gmails to sales team @ krish.ganguly.79@gmail.com and to lead based on email they shared
5. Records all lead details onto Google Sheets.

It has lots of issues/bugs where all paths are not tested yet, but good enough for a demo for the happy path scenario

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Submission Review & Analysis

✨ Summary: This submission presents a Voice Agent designed to track and categorize leads for real estate agents, utilizing various tools for automation and data management. 💪 Strengths: ✅ The flow effectively captures lead information, including name, contact details, and service requirements. ✅ It categorizes leads as hot or cold, aiding in prioritization for the sales team. ✅ Integration with Gmail and Google Sheets streamlines communication and record-keeping. ✅ The demo provides a clear representation of the happy path scenario, showcasing the core functionality. 🧑‍💻 Gaps / Risks: ✅ The submission notes that many paths are untested, which could lead to unexpected failures in real-world use. ✅ Potential bugs may hinder user experience and reliability, impacting lead tracking effectiveness. ✅ The demo lacks comprehensive testing feedback, which is crucial for identifying areas needing improvement. ✅ Email integration could face deliverability issues if not properly configured. 🚀 Actionable Next Steps: ✅ Conduct thorough testing of all user paths to identify and fix bugs before full deployment. ✅ Gather user feedback on the demo to refine the lead qualification process and overall user experience. ✅ Improve error handling and user prompts to guide users through potential issues during interaction. ✅ Consider implementing analytics to track lead conversion rates and refine the qualification criteria. ✅ Ensure email configurations are optimized to prevent deliverability issues and maintain communication reliability.
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