AI Lead Qualification Agent with CRM & Call Intelligence

Project Snapshot

• Industry: B2B Technology / Professional Services

• Deployment: Levels AI — live in production on this website, available for client implementations

• Solution Type: Agentic AI sales assistant with CRM, call intelligence, and content automation

• Tech Stack: Claude (Anthropic), Node.js, Laravel, MySQL, Twilio

The Challenge

For most growing B2B companies, the website is the busiest salesperson — and the least equipped. Live chat only works when a human is available, so visitors who arrive after hours leave without answers. Contact forms capture a name and an email but none of the context a sales team actually needs: budget, use case, urgency, decision authority. Conversations, call notes, and follow-ups end up scattered across tools, and content marketing slips whenever the team gets busy. The result is a familiar one: qualified buyers slipping away quietly while the pipeline looks empty.

Our Solution

We built Levi, an agentic AI platform that runs the entire top of the sales funnel — from first hello to analyzed sales call — as one connected system:

• 24/7 Conversational Lead Qualification — an AI agent that answers every visitor instantly using the company’s real services, case studies, and FAQs (retrieval-augmented, so it never goes stale). It scores each lead hot, warm, or cold, gathers budget, use case, and timeline naturally in conversation, books meetings through Calendly, and sends follow-up emails automatically.

• Real-Time CRM with Role-Based Access — every conversation syncs into a custom CRM the moment details emerge: a drag-and-drop pipeline board, full chat transcripts on every lead, assignment and follow-up workflows, and dashboards tailored to admin, sales, and content roles.

• AI Call Intelligence — sales reps call leads directly from the browser. Recordings are transcribed and analyzed automatically: summary, sentiment, objections raised, and agreed next steps land on the lead’s timeline before the rep has hung up their headset.

• AI Content Engine — once a week the platform researches live AI market trends and drafts a complete, SEO-ready blog post in the company’s voice. A human reviews and approves inside the admin panel; nothing publishes on its own.

The Impact

• Every website visitor gets an instant, knowledgeable response — nights, weekends, holidays

• Leads arrive in the CRM already scored and complete, with the prospect’s own words attached

• Sales prepares for every call by reading the full conversation, not a two-line form submission

• Call outcomes document themselves — no manual note-taking, no forgotten follow-ups

• Content ships on a weekly cadence with minutes of human review instead of hours of writing

Our Role

End-to-end product engineering: solution architecture, prompt and context engineering, the retrieval pipeline over live business data, CRM design and development, telephony and speech integration, secure deployment, and ongoing operations.

You’re experiencing this project right now — the chat bubble in the corner of this page is Levi. Say hello.