Skip to content

New: AI support assistants that resolve up to 65% of tickets automatically.See how

AISOFTAGENCY
AI & Automation

Lead & Marketing Automation

Capture, score, enrich and route leads instantly, with personalised follow-up that runs itself.

  • 3–6 weeks
Overview

Speed to lead wins deals. We automate the journey from form fill to booked call: enrichment, AI qualification, CRM updates, personalised emails and instant alerts for sales.

Marketing teams get segmented nurture journeys and reporting that shows exactly where leads come from and where they stall.

What's included

  • Lead enrichment and AI scoring
  • Instant routing and alerts
  • Personalised nurture sequences
  • CRM synchronisation
  • Attribution reporting

Deliverables

  1. 01Lead automation workflows
  2. 02Nurture journeys
  3. 03Pipeline dashboard

Technologies

  • Node.js
  • OpenAI
  • HubSpot
Process

AI delivery process

A de-risked path from AI idea to a measured, production-grade system.

  1. 011 week

    Discovery

    We map the workflow, the decisions inside it and the business case, so AI is applied where it pays back.

    • Use-case map
    • ROI model
    • Success metrics
  2. 021–3 weeks

    Data

    We audit, clean and structure the knowledge, documents and system data the model will rely on — securely.

    • Data audit
    • Knowledge base
    • Access & privacy plan
  3. 032–3 weeks

    Prototype

    A working prototype on your real data within weeks, tested with the people who will actually use it.

    • Working prototype
    • Prompt & retrieval design
    • User feedback
  4. 042–6 weeks

    Integration

    We connect the AI to your CRM, help desk, ERP or internal tools with the guardrails production needs.

    • API integrations
    • Human hand-off flows
    • Guardrails
  5. 051–2 weeks

    Evaluation

    Automated evaluations and human review measure accuracy, safety, latency and cost before go-live.

    • Evaluation suite
    • Accuracy report
    • Cost projections
  6. 06Ongoing

    Production

    Launch with monitoring, analytics and continuous improvement as your data and needs evolve.

    • Monitoring
    • Usage analytics
    • Improvement roadmap
FAQ

Common questions

Is our data safe when using AI models?

Yes. We use enterprise API agreements that exclude your data from model training, encrypt data in transit and at rest, apply role-based access and can deploy private or regional models when compliance requires it.

How do you make sure the AI gives accurate answers?

We ground responses in your approved knowledge with retrieval and citations, test against evaluation sets built from real questions, set confidence thresholds and route uncertain cases to people. Accuracy is monitored continuously after launch.

Which AI models do you work with?

We're model-agnostic. We regularly build with OpenAI, Claude and Gemini as well as open-source models, and select the best option per task based on quality, speed, cost and data requirements.

Let's build what's next

Have a project in mind?

Tell us where you want to go. We'll map the fastest route there — design, engineering, growth and AI included.