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Interactive demo · Lead intake

A lead writes in Spanish at 9:14. One record by 9:20.

Play the six scenes below. Each one shows what arrived, what the system did, what the record now says, and who owns it.

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  • Language detected
  • Approved questions only
  • Consent on the record
  • A named producer

Scroll the diagram sideways to follow the full path.

Two languages, one structured record A Spanish form and an English landing page both feed one intake that detects the language and writes structured fields — language, ZIP and consent — onto a single demonstration record, which is handed to one named bilingual producer. A separate amber branch shows that licensed decisions leave the automated path and stay with a person. ES · FORM EN · PAGE DETECT LANGUAGE STRUCTURE FIELDS DEMO RECORD LANGUAGE ZIP CONSENT ES 33125 09:16 NAMED OWNER M. Torres LICENSED DECISION STAYS HUMAN Two languages, one structured record A Spanish quote form and an English landing page both feed one intake that detects the language, writes structured fields — language, ZIP, coverage and consent — onto a single demonstration record, and hands that record to one named bilingual producer. A separate amber branch shows that licensed decisions leave the automated path and stay with a person. ES · QUOTE FORM EN · LANDING PAGE DETECT LANGUAGE STRUCTURE FIELDS DEMO RECORD LANGUAGE ZIP COVERAGE CONSENT ES 33125 FULL × 2 09:16 NAMED OWNER M. Torres BILINGUAL PRODUCER LICENSED DECISION STAYS HUMAN

Guided run · six scenes

Watch one lead
become one record.

Press play, step through it, or jump straight to any scene.

Every record below is synthetic. The workflow is real; Rosa Delgado, the ZIP code, the producer and the appointment were written so you can click through it.

Scene1 / 6

Live demo Insurance · Spanish lead

Scenario

Lead
Rosa Delgado
Source
Website quote form
Language
Spanish
Product
Auto insurance
Record · LEAD-2288 Filling in
Received09:14 · quote form
LanguageSpanish · intake switched
ZIP33125
CoverageFull coverage · 2 vehicles
ConsentRecorded 09:16
QualifiedIn service area · product supported
OwnerMTM. Torres — bilingual producer
AppointmentOffered · tomorrow 10:00 AM

Scene 01 · Received

New lead logged at 9:14

  1. Arrived

    Quote form, 9:14 AM

  2. System did

    Logged it on arrival

  3. Record says

    Received · 09:14

  4. Owner

    System

Next · detect the preferred language

Scene 02 · Language

Answered in Spanish, instantly

  1. Arrived

    Spanish text in the form

  2. System did

    Switched intake to Spanish

  3. Record says

    Language · Spanish

  4. Owner

    AI intake assistant

Next · collect the required details

Scene 03 · Collect

Approved questions, consent recorded

  1. Arrived

    ZIP and coverage from Rosa

  2. System did

    Asked approved questions only

  3. Record says

    ZIP, coverage, consent 09:16

  4. Owner

    AI intake assistant

Next · apply the qualification rules

Scene 04 · Qualify

Three approved checks pass

  1. Arrived

    A complete intake

  2. System did

    Ran the approved rule set

  3. Record says

    Qualified · in service area

  4. Owner

    Rules engine · approved by a person before launch

Next · route to the right person

Scene 05 · Assign

A named producer takes it

  1. Arrived

    A qualified Spanish lead

  2. System did

    Matched language and product

  3. Record says

    Owner · M. Torres

  4. Owner

    M. Torres — bilingual producer

Next · offer an appointment

Scene 06 · Book

Appointment offered, record synced

  1. Arrived

    An owner ready to meet

  2. System did

    Offered a real opening

  3. Record says

    Tomorrow · 10:00 AM

  4. Owner

    M. Torres — bilingual producer

Run complete · CRM synchronized

Rosa Delgado Web chat intake · Spanish live

  1. System · 09:14New lead · website quote form · 9:14 AM

  2. System · 09:14Preferred language: Spanish · intake switched

    AI intake assistant · 09:14 ESCon gusto le ayudo con su cotización de auto. ¿Cuál es su código postal?

  3. Lead · 09:16 ES33125 — y necesito cobertura completa para dos carros.

    System · 09:16Contact, product details, and consent recorded

  4. System · 09:17Rules check · in service area · product supported · consent on file

  5. System · 09:18Routed by language + product

    Human · 09:18 Named personM. Torres — bilingual producer accepts the lead.

  6. AI intake assistant · 09:20 ES¿Le funciona mañana a las 10:00 AM con M. Torres?

    System · 09:20CRM synced · language, consent, and owner on the record

[SPANISH-REVIEWER] Human Spanish review required — the Spanish above is unreviewed demonstration copy.

Activity through the current scene
TimeEventOwner
09:14Lead received and loggedSystem
09:14Language detected; intake switchedAI intake assistant
09:16Required details and consent collectedAI intake assistant
09:17Lead qualified by approved rulesRules engine
09:18Producer assigned by routing rulesM. Torres — bilingual producer
09:20Appointment offered; CRM synchronizedM. Torres — bilingual producer

Ledger Rows are written as the run reaches them. Six events complete this scenario.

Bilingual, on the record

One thread.
Two languages.

Each lead is answered in the language they wrote in, and every answer still lands in one set of English CRM fields — so the customers a rival would drop stay with you.

Spanish thread · scene 6

¿Le funciona mañana a las 10:00 AM con M. Torres?

Sent to Rosa Delgado, whose quote form arrived in Spanish — and tagged lang="es" so screen readers read it in a Spanish voice.

English thread · scene 6

Does tomorrow at 10:00 AM with A. Chen work for you?

The same offer to James Porter — a different named owner, the same record, the same approved questions.

Human Spanish review required

Nobody has signed off this Spanish yet.

The Spanish in this demonstration is copy carried over from an earlier prototype. A named native-speaker reviewer has not been confirmed, so it is published here as an unreviewed demonstration string and nothing more. On a real build, every approved message — in every language — is reviewed and signed off by a named person before it can be sent.

[SPANISH-REVIEWER]

Try a different example

Three scenarios ship with this demonstration. The guided run above plays the first one.

Lead
Rosa Delgado
Source
Website quote form
Language
Spanish
Product
Auto insurance
Owner
M. Torres — bilingual producer
  1. Assistant opensCon gusto le ayudo con su cotización de auto. ¿Cuál es su código postal?
  2. Lead replies33125 — y necesito cobertura completa para dos carros.
  3. Appointment offered¿Le funciona mañana a las 10:00 AM con M. Torres?

Operating rules

The rules are
the product.

Three approved checks decide whether a lead can be placed. Anything they cannot answer stops and waits for a named person.

Scroll the diagram sideways to follow the full path.

The qualification gate A lead passes three approved checks in order — in service area, product supported, consent on file — and only then becomes a qualified lead handed to a named producer. Each check also has an amber branch: any check that fails or is uncertain stops the automated path, raises an exception with full context, and routes to a named person. LEAD ARRIVES CHECK 01 CHECK 02 CHECK 03 IN SERVICE AREA PRODUCT SUPPORTED CONSENT ON FILE QUALIFIED NAMED PRODUCER FAILS OR UNCERTAIN → STOPS EXCEPTION WITH CONTEXT NAMED PERSON OWNS IT
The qualification gate A lead passes three approved checks in order — in service area, product supported, consent on file — and only then becomes a qualified lead handed to a named producer. Each check also has an amber branch downward: any check that fails or is uncertain stops the automated path, raises an exception with full context, and routes to a named person. LEAD ARRIVES CHECK 01 CHECK 02 CHECK 03 IN SERVICEAREA PRODUCTSUPPORTED CONSENTON FILE QUALIFIED NAMED PRODUCER ANY CHECK THAT FAILS OR IS UNCERTAIN → STOPS · EXCEPTION WITH CONTEXT · NAMED PERSON

Check 01

In service area

Outside the ZIPs you actually write in, the run stops instead of promising coverage.

Check 02

Product supported

A line you do not carry becomes an exception with the lead’s own words attached.

Check 03

Consent on file

Consent is timestamped on the record, and without it no outbound contact starts.

Human attention

What happens when the rules cannot place a lead

The run halts at the check that could not be answered. The lead, the transcript, the detected language and the reason for stopping are written to the record, and the item appears in an exception queue owned by a person you name during the build. Nobody has to notice a silence — the exception is the notification.

  1. The automated path stops

    No guessed answer, no partial booking, no message the client never approved.

  2. An exception is raised with full context Human

    The record carries what was collected, what failed, and the language the lead is writing in.

  3. A named person owns the next move

    Named during the build, not at runtime — and the outcome they choose is recorded on the same record.

Before and after

The same lead, two ways.

Manual today

  • Spanish leads wait for the one bilingual employee
  • Intake answers are retyped into the CRM
  • Qualification depends on who picks up

Connected system

  • Intake continues in the lead’s language instantly
  • Answers land once, in structured fields
  • Every qualified lead gets a named producer

The spine underneath

Six slots. Every system fills all six.

This demonstration is one instance of the pattern. Change the industry and the language and the six slots stay exactly where they are.

Trigger

Quote-form lead arrives at 9:14 AM in Spanish

System action

Log → detect language → structured intake + consent

Visible record

Ledger rows 09:14 → 09:20, plus the web-chat transcript

Named owner

M. Torres — bilingual producer

Exception / human handoff

Rules check at scene 4, then the producer accepts the lead at scene 5

Recorded outcome

Appointment offered · record synced

Explore another workflow

Six demonstrations, one operating model.

01

AI receptionist

Every call answered, labelled and routed — with a real person one step away.

02

Bilingual lead intake

You are here — one intake thread in English and Spanish, structured onto one record.

03

Follow-up & reactivation

Sequenced follow-up that ends in a decision — booked, declined, or handed over.

04

Document portal

Missing documents surface themselves instead of stalling a file for weeks.

05

Operations dashboard

One outlier surfaced against a normal series, assigned to a named person.

06

Knowledge assistant

Answers drawn from your own documents, cited, and honest about what it doesn’t know.

The demo is simple — the operating rules are specific

Map your intake workflow.

A real build starts from your intake questions, consent language, licensing rules, and routing owners — mapped together on one call.

Bring us the problem. We’ll build a better way.

Book a mapping call Return to all builds

30 minutes. One workflow mapped. You keep the map either way.