ocmanjos-lead-qualifier

O.C. Manjos Lead Qualifier

Scores inbound product enquiries (captured via a WhatsApp sales AI into Supabase) against category, price, and recency rules, then places a CALL-E outbound call to qualifying leads to confirm interest and capture delivery or pickup preference.

Use it for

• Following up on high-value product enquiries that went unanswered on WhatsApp within 72 hours
• Confirming customer interest and delivery preference via voice instead of relying on repeat text follow-ups
• Demonstrating a real small-business use case for CALL-E: filtering noisy, free-text enquiry data down to genuinely qualifying leads before spending a call

Do not use it to

• Call numbers not sourced from an explicit customer enquiry
• Call leads marked as already purchased, a known competitor, or opted out
• Guess phone numbers, prices, or product categories - the skill only prices and calls what matches configured rules and real price-sheet data

Setup

1. A Supabase table with enquiry records (product_asked, created_at, whatsapp_responded, known_competitor, already_purchased, opted_out)
2. A product price sheet (.xlsx) with description, unit price, and sell price columns
3. .env with SUPABASE_URL and SUPABASE_ANON_KEY (never commit this file)
4. CALL-E CLI authenticated (calle auth login)

How it works

1. Pull recent enquiries from Supabase
2. Extract a product keyword and variant (e.g. size/phase) from free-text product_asked
3. Look up the real sell price from the price sheet, matched by token, not exact phrase
4. Score against category/price/recency/disqualifier rules
5. 1. For qualifying leads, the operator manually runs CALL-E's plan_call via the CLI, reviews the confirm_summary, then runs run_call. This script identifies who to call; it does not itself invoke CALL-E.

Qualification rule (example, tune to your own product line)

IF (category = "Distribution Board" AND value >= 35000) OR (category = "Box/Conduit" AND value >= 2500) OR (category = "Solar/Flood Light" AND value >= 34000) AND enquiry_age <= 72h AND no_whatsapp_response = true AND NOT (known_competitor OR already_purchased OR opted_out) THEN CALL