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PoolPulse Conversion Demo

Lead-conversion demo for pool builders with AI-assisted qualification, email replies, and visible workflow state.

Status
Selected project
Type
Workflow Automation

The problem

Local service businesses can lose good leads when the first response is slow or when follow-up depends on somebody manually reading every message.

What I built

PoolPulse is a demo workflow for capturing a lead, sending first outreach, processing email replies, extracting sales signals, and moving the lead through explicit stages:

NEW -> CONTACTED -> QUALIFYING -> QUALIFIED -> BOOKED

The demo includes an operator view for inbox threads, pipeline movement, workflow events, and conversion analytics.

Engineering choices

  • Inbound replies are idempotent and resolve back to a lead through email thread headers, an explicit lead reference, or sender fallback.
  • AI extracts schema-bound qualification fields and drafts natural replies.
  • Deterministic rules decide workflow state, unsupported project screening, opt-outs, follow-up timing, and when to hand the conversation to a person.
  • Taxonomy normalizers and fallback extraction keep the workflow usable when a model provider is unavailable.
  • The model registry supports multiple AI providers.
  • The service flow is covered with in-memory database tests for intake, qualification, booking, follow-ups, and email threading behavior.

Current boundary

This is a product demo, not a finished sales system. Deliverability, domain-specific qualification rules, and the booking integration would need a deeper production pass.