LeadOSTurn raw leads into RM-ready opportunities
with multilingual AI.
LeadOS engages every lead instantly through chat or voice, speaks in the lead's preferred language, handles common objections, scores intent, and hands Hot leads to relationship managers with full conversation context.
The Problem
Lead conversion breaks before the RM even gets involved.
Campaigns generate interest, but slow response times, language mismatch, and shallow handoffs cause many leads to go cold before a relationship manager can act.
Leads go cold
After-hours and campaign leads often sit untouched until an RM manually works through the queue.
RMs get overloaded
A human RM can only handle one conversation at a time, creating backlog during lead spikes.
Language mismatch hurts trust
Leads who prefer Hindi or Hinglish may disengage when approached in formal English.
Handoffs lack context
RMs often receive only a name and phone number, not the objections, intent signals, transcript, or next best action.
Objections are handled inconsistently
The same concern can be answered differently by different sales users, reducing conversion quality.
The Solution
An AI conversion layer before the RM.
LeadOS contacts leads immediately, runs a structured sales conversation, handles objections naturally, scores the lead, and routes the right next step automatically.
- Multilingual AI chat and voice conversations
- Structured sales flow based on approved scripts and FAQs
- Natural handling for the five core objections
- Explainable Hot, Warm, and Cold scoring
- RM handoff with summary, transcript, objections, and suggested opening line
- WhatsApp follow-up links for Warm leads
- Admin analytics for funnel, language, and objection trends
From lead capture to RM handoff.
In one flow.
Lead Capture
Leads enter from a website form, campaign, CSV upload, or API. The system stores profile details, language preference, channel preference, and WhatsApp consent.
AI Conversation
The AI starts a chat or voice conversation, confirms the language, explains the offer, and follows a structured sales flow.
Objection Handling
The agent handles concerns like existing broker, low contact count, client support, trust, and call later using approved knowledge and conversation context.
Scoring and Qualification
After the conversation, LeadOS scores readiness, engagement, and fit to classify the lead as Hot, Warm, or Cold.
Routing
Hot leads are assigned to RMs, Warm leads receive WhatsApp follow-up links, and Cold leads are closed or kept low priority.
RM Handoff
The RM receives the full lead brief: summary, transcript, score reason, objections, next action, and suggested opening line.
Everything needed for AI-led qualification and human-led conversion.
Multilingual Conversations
Support English, Hindi, and Hinglish so leads can speak in the language they are comfortable with.
Voice and Chat Ready
Run the same qualification flow through website chat or voice using a provider like Vapi.
Structured Sales Flow
Guide every conversation through greeting, hook, pitch, discovery, objection handling, qualification, and close.
Objection Intelligence
Detect and handle the five required objections naturally, then extract them for RM review and analytics.
Explainable Scoring
Score every lead across readiness, engagement, and fit, with clear reasoning behind Hot, Warm, or Cold classification.
RM Handoff Brief
Give RMs the context they need before calling: transcript, score reason, objections, key signals, and suggested opening line.
WhatsApp Follow-up Links
Generate ready-to-send WhatsApp follow-up messages for Warm leads using wa.me links.
Admin Analytics
Track funnel health, language distribution, objection trends, RM performance, and follow-up status.
Knowledge Base Powered
Use approved scripts, FAQs, onboarding guides, and objection guides to keep AI responses grounded.
The Platform
One system. Three perspectives.
Client Experience
Embeddable forms and drop-in widgets that feel natively integrated into your brand.
Admin Portal
Complete oversight. Configure routing logic, adjust scoring weights, and monitor pipeline health.
RM Workspace
A focused interface for Relationship Managers to see deep intel on their routed leads before dialing.
Enterprise Architecture
Built as a modular AI lead conversion stack.
LeadOS uses a clean API-first architecture with Supabase, OpenAI, Vapi, LangGraph-style orchestration, knowledge retrieval, scoring, routing, and dashboard analytics.
Lead Capture Layer
Website forms, demo client page, campaign/API inputs
Conversation Layer
AI chat, Vapi voice, transcript events
AI Intelligence Layer
OpenAI, structured prompts, objection handling, scoring
Knowledge Layer
Sales script, FAQ, onboarding guide, objection guide
Workflow Layer
Routing, RM tasks, WhatsApp follow-ups, notifications
Data Layer
Supabase Auth, Supabase Postgres, Edge Functions
See the full lead conversion
flow in action.
Submit a demo lead, chat with the AI assistant, review the score in the Admin Portal, and see how the RM receives the handoff brief.