AI Automations for Marketing & Acquisition

A full pipeline: capture, qualification, scoring, nurturing and appointment booking — fully instrumented (CPL, MQL→SQL, LTV, multi-touch attribution).

AMBS Pipeline — AI Automations CaptureAI forms • Widgets QualificationScoring • Enrichment • CRM ActivationEmail • WhatsApp • SMS Appt Validated stepsData / fields
Diagram: Capture → Qualification → Activation → Appointment

1) Capture & Progressive Profiling

  • Smart forms (multi-step, conditional fields, intent detection).
  • Email/phone verification, anti-fraud, GDPR (consent & purposes).
  • Widgets “instant callback”, “express quote”, “free audit”.
  • UTM tracking, multi-touch attribution, drop-off measurement.

2) Qualification & AI Scoring

  • Enrichment (geography, industry, size, detected technology).
  • Real-time scoring (ICP, budget, timing, pain points).
  • Automatic routing (sales reps, regions, prioritized queues).
  • CRM sync (HubSpot, Pipedrive, Zoho, Salesforce…).

3) Activation & Nurturing

  • Personalized Email/WhatsApp/SMS campaigns (A/B, send windows).
  • Playbooks: Welcome & Proof, Objection Handling, Case Study, Appt CTA.
  • Automatic follow-up if unopened / unanswered, pause on human reply.
  • Dashboard with CPL, MQL→SQL, appointment rate, LTV/ROAS.

Voice Agents (DialAgent)

An agent that picks up, understands the context, qualifies, schedules a meeting and escalates to a human when relevant. Recording, transcript, KPIs and supervision.

Abstract illustration of audio waves and telephony integrations
Abstract illustration of audio and telephony

Conversational capabilities

  • High-quality ASR/TTS, barge-in handling, short/long-term memory.
  • Business guardrails (verifiability, controlled refusals, handover).
  • Appointment booking (Google/Outlook), SMS/Email recap.

Telephony & Routing

  • SIP/Twilio/Asterisk connections, optional WebRTC (web click-to-call).
  • Routing by hours, queues, priorities, languages.
  • Escalation to a human agent (warm/cold transfer), blacklists & filters.

Supervision & KPIs

  • Transcripts & recordings, tags by intention/stage, search.
  • KPIs: TTR, average duration, qualification rate, appointment rate, CSAT.
  • Alerting (call failures, abandonment rate, comprehension anomalies).

Multi-channel Agents & Chatbots

Web, WhatsApp and internal tools. RAG engine on your documents, sourced answers, and actions via API (tickets, orders, status, logistics), with smooth handover.

Knowledge (RAG) & Verifiability

  • Indexing PDFs, URLs, business databases, files (vector DB, scheduled updates).
  • Sourced answers (citations), anti-hallucination (confidence thresholds, fallback).
  • Multi-role contexts (support, sales, HR…), adjustable personality.

Actions & Integrations

  • Tools: CRM, ticketing, e-commerce, payments, logistics, ERP.
  • Transactional actions (create ticket, check order, trigger return…).
  • Handover to human (internal chat), exploitable logs.

UX & Analytics

  • Web widget, WhatsApp Business Platform, “internal co-pilot” demos.
  • Analytics: intents, First-Contact Resolution (FCR), ambiguities, CSAT, improvement loops.
  • Optional SSO/RBAC, workspace isolation & encrypted logs.
Multichannel chatbot interface with sourced answers and API actions
Chatbot interface mockup with citations and actions
API action example: POST /actions/create-ticket, body: { source:'chatbot-web', customer:{email, phone}, issue, priority } → ticket ID returned and tracking displayed in the dashboard. Schemas and tests provided.