Dekundy GroupAI Advice & Implementation

Demonstration systems / LeadFlow

Demonstration system · AI Lead & Sales Agent

LeadFlow. Give every opportunity an owner and a next step.

Captures incoming enquiries from every channel, summarises and qualifies each one, assigns an owner and a priority, drafts the first reply for approval and monitors whether follow-up actually happens.

No enquiry waits without an owner, a summary and a scheduled next action.

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Built with

  • AI Agent
  • CRM
  • Research
  • Automation
  • Follow-Up
  • Dashboard

A Dekundy Group demonstration build set in a fictional business, Harborline Systems, a small B2B services firm selling workflow implementations. These examples use synthetic data and are not presented as client case studies. Every business, contact, figure and message shown is fictional, created by Dekundy Group to demonstrate what can be built.

Interactive demonstration

Try LeadFlow.

Open a record, approve a draft, run the agent. Everything is local to your browser and resets on reload.

01

The business problem

What this solves.

  • Enquiries arrive everywhere

    Website forms, email, referrals, social messages, events and CRM imports all produce leads in different shapes, and none of them come with context.

  • Nobody owns the first hour

    A lead sits in an inbox until someone happens to look. By then the enquirer has emailed two competitors.

  • Follow-up depends on memory

    The first reply goes out, then the thread goes quiet. There is no record of who was meant to chase it, or when.

  • The pipeline is a guess

    Without consistent stages and values, the forecast is whatever the last person to update the spreadsheet remembered.

From published research

Industry findings, not results of this demonstration.

02

What the system does

Input to outcome, with a person in the loop.

Each stage names who does the work: the agent, business rules, automation, or a person.

  1. Input

    01New lead

    Form, email, referral or import lands in one intake.

  2. AI agent

    02AI summary

    The agent reads the enquiry and any company context and writes a two-line summary.

  3. AI agent

    03Qualification

    Fit is scored against defined criteria, with the reasons listed.

  4. Business logic

    04Priority and owner

    Business rules set priority and route ownership by service line and load.

  5. AI agent

    05Draft reply

    A first response is drafted from the summary and the owner's templates.

  6. Human approval

    06Approval

    The owner edits or approves the reply. Nothing is sent without a person.

  7. Automation

    07Follow-up and pipeline

    Tasks, reminders and pipeline stage are created and kept current.

  8. Output

    08Attention

    Stalled leads and overdue follow-ups surface on the overview.

  • Input
  • AI agent
  • Business logic
  • Automation
  • Human approval
  • Output
03

Who does what

What the AI does, what is automated, what you control.

The AI agent

What the AI actually does

  • Classifies each enquiry by service line and request type
  • Summarises the request and company context in plain language
  • Scores fit against agreed qualification criteria and lists the reasons
  • Enriches the record with available company details
  • Recommends the next action and a follow-up date
  • Drafts the first reply in the owner's tone
  • Writes structured CRM fields rather than free text

Automation

What gets automated

  • Creates the CRM record and links the source channel
  • Assigns an owner by routing rules and current load
  • Creates the follow-up task and reminder
  • Moves the pipeline stage as activity is logged
  • Flags leads with no activity after an agreed interval
  • Notifies the owner and updates the overview

Human control

What a person controls

  • Approves, edits or discards every outbound reply
  • Overrides priority, owner or qualification at any time
  • Sets the routing rules and the qualification criteria
  • Handles escalations and anything the agent marks as unclear
  • Owns every conversation with the customer

Potential outcomes

Designed to help

  • Reduce the time between an enquiry arriving and a person acting on it
  • Give every lead an owner, a summary and a scheduled next step
  • Make follow-up visible instead of dependent on memory
  • Keep pipeline stages and values consistent across the team
  • Remove re-typing between the inbox and the CRM

No percentages are claimed for this demonstration. Where published research applies, it is cited above as industry evidence.

Components

The building blocks

  • 01AI Agent
  • 02CRM
  • 03Routing Rules
  • 04Automation
  • 05Follow-Up Tasks
  • 06Pipeline Dashboard
  • 07Email Integration
  • 08Human Approval
Adam Dekundy, founder of Dekundy Group

Adam Dekundy

Founder, Dekundy Group

Built as a demonstration by Dekundy Group

This is not an off-the-shelf product. It is the kind of system built around a business’s actual workflow.

Not every situation needs something this size, and the CA$49 audit is the honest way to find out which one yours is. Where a build is warranted, every implementation begins with agreed success criteria and is covered by the Dekundy Group Build Guarantee.

Describe Your WorkflowRead the Build Guarantee

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