From Inbound Chaos to an AI Sales Assistant (Delhi B2B Agency)
How a Delhi agency brought response time under 1 hour and cleaned up their pipeline.
The Problem
A Delhi-based B2B agency had leads coming in from website forms, Gmail, LinkedIn DMs, WhatsApp, and listing sites—with no single view of the pipeline.
Response times were slow, leads got orphaned, and the team had no idea what was working.
- ×Silent failures whenever ad platforms or forms updated
- ×Founder spent every Saturday manually checking Zapier logs
- ×No way to know how many leads were actually lost
- ×Clients starting to question lead quality and attribution
Our Approach
We built an AI Sales Assistant that normalizes all inbound, enriches leads, drafts first replies, and keeps the pipeline clean.
1Map Every Lead Source
Documented all 39 Zaps, every form, every ad account, every webhook. Found 12 Zaps that were completely broken but "looked fine" in Zapier.
2Build Central Lead OS
Created a single source of truth—every lead captured, enriched, and tracked from the moment it hits any form or ad platform.
3Add RAG-Powered Triage Agent
Built an agent that uses RAG over campaign docs, client briefs, and routing rules to intelligently triage and route leads—no more hardcoded Zap logic.
4Monitor Everything
Daily health reports showing capture rates by source. Instant Slack alerts if any source stops sending leads. No more silent failures.
The Results
"We finally know where every lead is and what's happening with it. No more wondering if someone fell through the cracks. The AI assistant handles the first response so we can focus on actual conversations."
— Founder, Delhi B2B Agency
Want the technical breakdown?
Read the detailed solution architecture, RAG setup, and agent workflows.
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