AI Lead Qualification & Appointment Automation System
AI Lead Conversion Platform — Telegram, CRM & Automated Scheduling
Designed and developed an AI-powered lead conversion system that handles incoming Telegram conversations from first contact to qualification, CRM synchronization, and appointment booking.
The AI works with conversation history, lead profile data, unanswered questions, current funnel stage, available actions, and verified CRM data to determine the next appropriate step and generate structured responses.
The system automatically creates and updates leads in the CRM, manages qualification stages, books meetings, generates Yandex Telemost links, sends reminders, handles rescheduling, and escalates exceptional cases to a human manager.
The architecture includes dialogue state management, message deduplication and batching, PostgreSQL persistence, concurrency protection, validation before actions are executed, and safeguards against sending unverified or prohibited information.
This is not just an AI chatbot — it is an automated sales workflow that connects Telegram, AI, CRM, scheduling, and human escalation into one controlled process.
AI makes decisions within controlled business rules instead of operating as an unrestricted chatbot.
The concurrency safeguards and validation-before-actions detail is a strong distinction here—booking systems usually fail at the edges, not in the happy path. I’d expose a compact lead state to the operator (stage, next action, last unanswered question) so a human can resume...
A finance SaaS experience designed for founders, business owners, and finance teams to manage financial activity with greater clarity.
The website brings cash flow, payments, accounts, and financial insights into a focused interface, with a clear visual hierarchy that makes complex financial information easier to navigate.