Overview
An end-to-end AI agent that owns the full sales and marketing pipeline. From lead generation through cold outreach, meeting booking, support, and follow-up — autonomous, with human escalation when complexity demands it.
Problem
Hiring an entire sales + support team is expensive and slow to scale. Generic chatbots can't carry real sales conversations, qualify leads, or sync with calendars. The business needed a system that operates 24/7 across multiple channels.
Solution
We built a RAG-based agentic system orchestrated in n8n, integrated with GoHighLevel for CRM, GPT-4 for reasoning, and Retell AI / Vapi for voice. The agent handles every step until escalation.
What we built
- RAG-based lead generation that finds and generates targeted business leads
- AI lead filtering and scoring against defined criteria
- Cold email outreach with personalized sequences
- Outbound voice calling via AI voice agent
- Calendar-integrated appointment booking
- Sales conversation handling through to close
- Inbound customer support handling
- Multi-touch follow-up sequences
- Human escalation routing for complex cases
Pipeline stages
- Lead Generation — RAG-based system finds and generates targeted business leads
- Lead Filtering & Scoring — AI qualifies leads on defined criteria
- Cold Email Outreach — Automated personalized email sequences
- Cold Calling — AI voice agent makes outbound calls
- Appointment Booking — AI books meetings directly into calendar
- Sales Handling — Carries sales conversations through to close
- Customer Support — Handles inbound support queries
- Follow-Up — Multi-touch follow-up sequences
- Human Escalation — Routes complex cases to human agents
Results
- Replaces a full sales + support team
- Runs 24/7 across email and voice
- Costs a fraction of human staff
- Customizable per business niche