IntelliSuite - AI-Powered Lead Qualification System

IntelliSuite is an advanced lead qualification platform that uses multi-agent AI to analyze, score, and prioritize sales leads. The system helps businesses focus their sales efforts on the most promising opportunities.

🚀 Features

Advanced AI System

• Multi-agent AI processing using CrewAI
  • Lead Analyzer Agent: Evaluates lead information against scoring criteria
  • Market Researcher Agent: Provides industry and company context
  • Decision Maker Agent: Makes final qualification decisions
• Intelligent workflow orchestration
• Contextual analysis and reasoning
• Automated decision making

Lead Scoring System

• 10-point scoring system based on:
  • Intent Level (4 points): Budget mentions, decision maker status, timeline urgency
  • Contact Info (3 points): Email validity, phone format, name completeness
  • Company/Message Quality (3 points): Company details, use case clarity, business scale
• Categorization into HOT, WARM, and COLD leads
• Detailed reasoning for each score
• Actionable recommendations based on lead quality

Analytics Dashboard

• Lead conversion metrics
• Score trend analysis
• Category distribution
• Performance insights
• Real-time data visualization
• AI decision tracking

Integrations

• Make.com webhook integration
• Email notifications
• CRM compatibility
• Extensible webhook system

🛠️ Tech Stack

AI & Machine Learning

• CrewAI for multi-agent orchestration
  • Custom AI agents for specific tasks
  • Agent collaboration system
  • Dynamic task allocation
• LangChain for AI operations
  • Prompt management
  • Chain of thought processing
  • Context management
• OpenAI GPT integration
  • Advanced language processing
  • Intent analysis
  • Semantic understanding

Frontend

• Next.js 13+ (React)
• TypeScript
• Tailwind CSS
• Chart.js for analytics
• Real-time data updates

Backend

• FastAPI (Python)
• LangChain for AI orchestration
• CrewAI agent system
• Prisma ORM
• PostgreSQL database

DevOps & Tools

• Environment configuration
• Error handling & logging
• Make.com automation
• Type-safe development

📊 System Architecture

graph LR
    A[Web Form] --> B[Next.js API]
    B --> C[FastAPI]
    C --> D[OpenAI]
    B --> E[PostgreSQL]
    B --> F[Make.com]
    F --> G[External Systems]

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🚀 Getting Started

Prerequisites

• Node.js 18+
• Python 3.8+
• PostgreSQL
• OpenAI API key
• Make.com account (optional)

Installation

1. Clone the repository

git clone https://github.com/yourusername/intellisuite.git
cd intellisuite

2. Install frontend dependencies

cd frontend
npm install

3. Install backend dependencies

cd backend
python -m venv venv
source venv/bin/activate  # On Windows: venv\Scripts\activate
pip install -r requirements.txt

4. Set up environment variables

# Frontend (.env)
cp .env.example .env
# Add your environment variables

# Backend (.env)
cp backend/.env.example backend/.env
# Add your OpenAI API key

5. Run database migrations

cd frontend
npx prisma migrate dev

6. Start the development servers

# Terminal 1 - Frontend
npm run dev

# Terminal 2 - Backend
cd backend
python app.py

🔧 Configuration

Environment Variables

• DATABASE_URL: PostgreSQL connection string
• OPENAI_API_KEY: Your OpenAI API key
• NEXT_PUBLIC_API_URL: Backend API URL
• Additional webhook configurations

Make.com Integration

1. Create a new scenario in Make.com
2. Add an HTTP webhook trigger
3. Configure the webhook URL in your environment

📈 Usage

Lead Processing

1. Submit leads through the web form
2. AI automatically qualifies leads
3. View results in the analytics dashboard
4. Automated notifications via Make.com

Analytics

• Access the dashboard at /dashboard/analytics
• View lead trends and metrics
• Export data for reporting

🤝 Contributing

[Your contribution guidelines]

📝 License

[Your license information]

🌐 Deployment Options

1. Cloud-Hosted SaaS

• Fully managed solution hosted by us
• Instant setup with custom domain
• Automatic updates and maintenance
• Scalable infrastructure
• 24/7 monitoring

2. Self-Hosted Enterprise

• Deploy on client's infrastructure
• Full data control and privacy
• Custom integration support
• VPN/private network support
• On-premise database options

3. Hybrid Setup

• Frontend on client's domain
• Backend services managed by us
• Custom data retention policies
• Flexible integration options

💼 Service Tiers

Starter Package

• Up to 100 leads/month
• Basic AI qualification
• Standard analytics
• Email notifications
• Single user access

Business Package

• Up to 1000 leads/month
• Advanced AI qualification
• Custom scoring rules
• Full analytics suite
• Multi-user access
• Priority support
• CRM integration

Enterprise Package

• Unlimited leads
• Custom AI training
• Advanced analytics
• White-label option
• Dedicated support
• Custom integrations
• SLA guarantee

🔒 Security & Compliance

Data Protection

• End-to-end encryption
• Regular security audits
• GDPR compliance
• Data backup & recovery
• Access control

Enterprise Features

• Single Sign-On (SSO)
• Role-based access
• Audit logging
• Custom data retention
• IP whitelisting

🤝 Implementation Process

1. Discovery Phase

   • Requirements gathering
   • System architecture review
   • Integration planning
   • Timeline establishment

2. Setup & Configuration

   • Environment setup
   • Database configuration
   • API key management
   • Webhook configuration

3. Integration

   • CRM system connection
   • Email system setup
   • Custom webhook setup
   • Data migration (if needed)

4. Training & Onboarding

   • Admin dashboard training
   • Lead qualification setup
   • Analytics configuration
   • User management setup

5. Support & Maintenance

   • 24/7 technical support
   • Regular updates
   • Performance monitoring
   • Ongoing optimization