Project 1060: AI Commercial BOT Support

BOT New Leads

BOT Comercial Support 

Context

The sales team department in an energy sector company handles a continuous flow of new leads. Managing these efficiently—assigning them to the right sales rep, updating statuses, and following up—was time-consuming and prone to delays.

We designed a fully automated, voice-enabled bot system to streamline this entire workflow.

What we automate

We created two automated BOTs in Telegram that:

New lead BOT:

  • Trigger: New lead form submission (Airtable Form)

  • Action: Adds lead to Airtable (name, contact, location, consumption, etc.)

  • Notification: Sends full lead info to assigned sales rep via Telegram

Commercial Support BOT:

  • Query Handling:

    • Voice or text input via Telegram

    • Whisper transcribes voice (If Audio Input)

    • GPT interprets intent and generates a structured command

    • Make executes Airtable query

    • Result sent back via Telegram

  • Lead Updates:

    • Natural language prompts (e.g. “Mark Juan Pérez as Signed”)

    • GPT parses into update command

    • Airtable record updated via Make

  • Examples of Commands:

    • “Show leads from today”

    • “Update María López to ‘Study Sent’”

    • “Get leads pending call”

    • “Move lead 327 to phase 3”

Tools and Stack

Make – Flow orchestrator

Airtable – CRM backend

Telegram – Sales rep communication

OpenAI GPT – Natural language logic

Whisper – Speech-to-text 

 
Impact

  • Cut lead assignment and update time by 80%

  • Enabled voice-driven CRM updates from smartphone

  • Increased visibility over lead pipeline in real time

  • Reduced human error and admin overhead

  • Built a scalable, low-cost internal assistant with no login or app required

Diagram
Make System Design
AirTable Form
Telegram NewLeads Bot
AirTable CRM
Telegram CRM Bot (Audio + Text)