Step 1: Social Lead ArrivesModule 7 Social / Module 9 WhatsApp
Inbound Meta Lead Form submission received via webhook
Output: Lead: Rahul Sharma (Acme Corp) Step 2: CRM Creates LeadModule 5 Lead Management
Structured Lead record created in CRM domain database
Output: Lead ID: lead_94821 Step 3: Company EnrichmentModule 3 Account & Contacts
Clearbit API enriches company data (Industry: Fintech, Revenue: ₹100Cr)
Output: Enriched Account: Acme Corp Step 4: AI Lead ScoringModule 18 Sales Intelligence
Predictive Sales Intelligence scores lead fit & engagement velocity
Output: Lead Score: 88/100 (Hot Lead) Step 5: Territory AssignmentModule 11 Workflows & Module 20 Performance
Workflow Engine assigns lead to Senior Enterprise AE (Ananya Roy)
Output: Assigned Owner: Ananya Roy Step 6: Approved OutreachModule 15 Agents & Module 16 Guardrails
AI Lead Agent drafts personalized WhatsApp intro; AE approves and sends
Output: WhatsApp Message Sent (Approved) Step 7: Demo Meeting BookedModule 12 Meeting Management
Calendar invitation accepted & Zoom meeting link generated
Output: Meeting: Product Demo @ 3:00 PM Step 8: Meeting TranscribedModule 17 Conversation Intelligence
Audio stream transcribed into speaker-attributed text transcript
Output: Transcript length: 42 mins Step 9: AI Summary & ExtractionModule 13 Auto-Summarization
Auto-Summarization extracts budget (₹50L), decision maker, and timeline
Output: Extracted Budget: ₹50,00,000 Step 10: Deal Pipeline UpdatedModule 6 Deal & Pipeline
Deal automatically created in Pipeline Stage: Proposal Sent (₹50,00,000)
Output: Deal ID: deal_88319 (₹50L) Step 11: Approval Gate ExecutedModule 11 Workflows & Module 25 Security
Workflow Approval Gate checks discount policy before proposal dispatch
Output: Discount Approval: Passed Step 12: Follow-up Tasks CreatedModule 3 & Module 12 Activities
Tasks created for AE: Send formal MSA contract by Friday
Output: Task Created: Send MSA Contract Step 13: Deal Risk MonitoredModule 18 Sales Intelligence
Sales Intelligence tracks deal health & flags competitor mention risk
Output: Deal Risk: Competitor Mention (Medium) Step 14: Manager Q&A QueryModule 14 Copilot / Module 17 Conversations
VP of Sales asks Copilot: "Why is the Acme Corp deal at risk?"
Output: Query: Why is Acme Corp at risk? Step 15: Evidence-Backed Answer & FeedbackModule 27 Evaluation / Module 35 Loop
Copilot returns transcript evidence + objection summary + human review loop
Output: Evidence-Backed Answer + Feedback Captured