Instant Sales Lead Caller

Instant Sales Lead Caller

Call every new car lead within seconds, qualify them against live inventory, book the test drive, and warm-transfer a rep — before your competitor even opens the CRM.

Built on the Telenow App Platform as a pure declarative app: the data model, the agent tools, the lead-source webhooks, the instant speed-to-lead workflow, the SDR agent, and the sales playbook knowledge base all run on-platform. No external server.

The problem (and the number)

Speed is the whole game in auto sales. The classic lead-response research is brutal: contacting a fresh lead within 5 minutes makes it up to 21–100× more likely to convert than waiting even 30 minutes — yet the average dealership's first response takes ~42 hours, and roughly 1 in 3 leads is never contacted at all. Every enquiry that sits in an inbox is a buyer walking onto a competitor's lot.

Instant Sales Lead Caller closes that gap automatically: the instant a lead lands, an AI SDR calls, qualifies, matches a car in stock, books the test drive, and hands a warm, booked buyer to a human rep.

How it works

Meta Lead Ad / Website form  ──(lead created webhook)──►  sales_lead object (status: new)
        │                                                        │
        │                                             fires object.sales_lead.created
        │                                                        ▼
   dedupe on phone                                    strike_new_lead workflow
                                                       └─ outbound-call  {{settings.sdr_agent_id}}   ← NO delay
                                                             → dials {{trigger.data.phone}} in seconds
                                                             → passes name, model_interest, budget, timeline, source
                                                                 │
                                                                 ▼
                                                Test-Drive SDR Agent (multi-context flow)
                                                find_lead → qualify_lead → search_inventory (semantic)
                                                → book_test_drive → mark_booked
                                                → warm-transfer to {{settings.rep_transfer_number}}

Everything the agent does on the call updates the same sales_lead / test_drive rows you see on the dashboard — and the dashboard's Call now button dials through the same agent and tools.

Agent tools (used mid-call — all declarative)

The bundled Test-Drive SDR Agent is a multi-context flow: a deterministic find_lead tool node → a qualification conversation → a search_inventory tool node (semantic match against this app's stock) → a booking conversation → a transfer node that warm-transfers the buyer to a human sales rep. inventory is declared semantic: true, so both the agent's search_inventory and the dashboard search rank vehicles by meaning.

Dashboard pages

• Test-Drive Striker (dashboard) — KPI tiles (speed-to-lead, leads today, connect rate, qualified %, test drives booked), a New → Qualified → Booked lead funnel, recent leads, and upcoming test drives. Also powers the platform dashboard_widget slot in a compact form.
• Leads — filter by status, search, and Call now to fire a speed-to-lead call for any lead (passes the lead's context variables to the agent).
• Inventory — a searchable vehicle list with semantic search ("7-seater family SUV", "fuel-efficient EV") over the same stock the agent recommends from.
• Setup — a configuration checklist, a one-click Create SDR agent button, and the post-install wiring steps.

Knowledge base

auto-playbook ships four real scripts the agent answers from: popular-model FAQ & comparisons, financing / EMI / trade-in basics, how the test drive works, and speed-to-lead — why this call happens in seconds.

Install & post-install wiring

1. Install Instant Sales Lead Caller into your org.
2. Open Setup → Create SDR agent (builds the bundled multi-context agent, auto-wired to the tools + KB).
3. Copy the new agent's ID into the app's SDR agent ID setting (sdr_agent_id) so strike_new_lead can dial.
4. Set Rep transfer number (rep_transfer_number) in E.164 form — the rep the agent warm-transfers a booked buyer to. The platform blanks the transfer destination baked into the bundled agent on install for safety, so you must set this setting and re-enter the number on the agent's Warm-transfer to sales rep node in the agent builder.
5. (Optional) Set Scheduling note (calendar_note) with your showroom hours / address so the agent offers accurate slots.
6. Point each lead source's lead created webhook at the inbound hook — meta_leads (verified with x-hub-signature-256) or webform_lead (token-authenticated URL). New leads now flow in and auto-dial within seconds.

Settings

Bulk dialing your backlog

The real-time path (webhook → workflow → call) covers new leads. To sweep an existing backlog of un-called enquiries, use the app-key campaign API:

POST /api/app-campaigns
{ "agentId": "<sdr agent id>",
  "targetQuery": { "status": "new" },      // over the `sales_lead` object
  "result": { ... write-back ... } }

Monetization

Instant Sales Lead Caller is billed on outcomes, not seats:

• Per booked test drive — a fee for each test_drive the agent books (each is a floor-ready, in-showroom buyer the rep didn't have to chase). Since a booked test drive is the single highest-intent signal in the funnel, the per-booking fee always nets positive against the walk-in it produces.

Qualified leads and warm transfers are surfaced on the dashboard so the ROI of striking within seconds is obvious.

Changelog

1.1.0 — 2026-07-12

• Renamed to Instant Sales Lead Caller (business-friendly) with a marketplace icon.
• Added real UI screenshots (dashboard + key pages).
• Verified end-to-end loop closure: trigger → workflow → call → agent tools → write-back → dashboard.

1.0.0

• Initial release.
• Data model: sales_lead object (name, phone, model_interest, budget, trade_in, timeline, source, language, status, notes, created_at) with new_leads / qualified / booked saved views; inventory object (make_model, year, price, transmission, seats, features, available) with semantic: true for meaning-ranked search and an in stock view; test_drive object (phone, model, slot, salesperson, created_at) with a recent view.
• Agent tools (declarative): find_lead, search_inventory, qualify_lead, book_test_drive, mark_booked, mark_lost, record_note.
• Bundled agent: Test-Drive SDR Agent — a multi-context flow (deterministic find_lead lookup → qualify → semantic search_inventory → book → warm-transfer node to a human rep) auto-wired to the tools and the sales playbook knowledge base.
• Knowledge base: auto-playbook — popular-model FAQ & comparisons, financing / EMI / trade-in basics, how the test drive works, and speed-to-lead context.
• Automation: meta_leads (HMAC-verified x-hub-signature-256) + webform_lead (token URL) inbound webhooks, deduped on phone; strike_new_lead workflow fires an outbound call immediately on lead creation — no delay = true speed-to-lead.
• Settings: sdr_agent_id (required), rep_transfer_number (blanked on install; also re-set on the agent's transfer node), calendar_note.
• Dashboard UI: KPI tiles (speed-to-lead, leads today, connect rate, qualified %, test drives booked), a New → Qualified → Booked funnel, recent leads, and upcoming test drives; also renders into the dashboard_widget slot in compact form.
• Leads page: status filters, search, and per-lead Call now (passes lead context variables to the agent).
• Inventory page: searchable vehicle cards with semantic (meaning-ranked) search and graceful substring fallback.
• Setup page: configuration checklist + one-click Create SDR agent and post-install wiring steps, including the transfer-number re-entry note.
• Self-seed: a fresh install auto-loads six realistic leads across every status, five vehicles, and a booked test drive (removable) so the dashboard is populated on first open.