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https://github.com/pv-bhat/leadswizard

A revolutionary conversational AI tool that leverages advanced emotional frameworks, psychological insights, and strategic prompting to transform lead engagement and sales workflows.
https://github.com/pv-bhat/leadswizard

conversational-ai customer-engagement data-labeling-tools generative-ai gpt prompt-engineering system-design

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A revolutionary conversational AI tool that leverages advanced emotional frameworks, psychological insights, and strategic prompting to transform lead engagement and sales workflows.

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README 

        
# Leads Wizard: A Cutting-Edge Conversational AI for Empathetic Lead Engagement



Logo

 



_Is it really possible to automate a repetetive customer-focused task like lead engagement without losing the **human touch?**_

# 🔑 Executive Summary



Leads Wizard (LW) is a groundbreaking AI system that redefines lead engagement with innovation, empathy, and measurable business impact. Developed in a fast-paced startup environment, LW is designed to bridge the gap between automation and human-centric engagement.



**What LW changed:** _Automated lead engagement and conversions where manual & templated efforts fell short._



### Key Innovations:

- **🧠 Chain-of-Thought (CoT) Reasoning:** Advanced step-by-step processing for complex scenarios.

- **💡 Dynamic Emotional Scoring:** Real-time sentiment analysis for empathetic responses.

- **🔄 Filtered Few-Shot Learning (fFSL):** Cost-effective iterative improvements without traditional fine-tuning.

- **📈 Strategic Response Planning:** Aligns conversations with business outcomes.



### 📊 Tangible Impact:

- **+56% engagement improvement** in the Intake stage.

- **+45.9% sentiment improvement** in the Engaged segment.

- **+17% higher lead qualification** rates than templated methods.



### 📂 Explore More:

- Interactive Visualizations to see the real-world impact at a glance (Flourish Interactive Visuals):

	-  Key Metrics Bar Graph  


	-  Sales Funnel Stages Slope Graph  


	-  Chord Diagram with Empathy and Perception Comparison  


 	-  Open Dataset Visualizer w/ custom filtering for transparency  

- Features and Supporting Tools showcasing technical excellence: [Jump to tools](#supporting-tools)



## Table of Contents

- [Introduction](#introduction)

- [Features Summary](#features-overview)

- [Key Metrics and Visualizations](#key-metrics)

	1. [Sentiment, Engagement and CES comparison](#1-sentiment-engagement-and-customer-effort-scores)

	2. [Sales Funnel Stage Stats](#2-lead-qualification-retention-across-stages)

	3. [Emotional and Perceptual Comparison](#3-comparative-emotional-engagement-and-perception)

- [Supporting Tools](#supporting-tools)

- [Timeline](#timeline)

- [Explore dataset, Data Handling protocols and privacy](#dataset-used)

- [License](https://github.com/PV-Bhat/LeadsWizard/blob/main/LICENSE)



## Introduction

Leads Wizard (LW) is an AI-powered innovation designed to revolutionize lead engagement and qualification. LW employs advanced techniques like Chain-of-Thought (CoT) reasoning, filtered Few-Shot Learning (fFSL) dynamic emotional scoring, and strategic planning to deliver empathetic, business-driven results. 

Developed and iterated in a high-pressure startup environment, LW transitioned from a custom GPT workflow to a streamlined API-integrated system, delivering tangible value to both users and businesses.



---



## Features Overview

Leads Wizard (LW) incorporates cutting-edge AI techniques and systems-level innovation to deliver exceptional performance in lead engagement. Below is a high-level overview of its core features:



1. **Inner Monologue and Chain-of-Thought Reasoning (CoT)**  

	   Enhances response quality by simulating step-by-step reasoning for tailored and intelligent conversations.

2. **Filtered Few-Shot Learning (fFSL)**  

	   Introduces a cost-effective, systems-level feedback loop that iteratively improves LW’s performance by leveraging real-world data.

3. **Dynamic Emotional Scoring and Context Analysis**  

	   Analyzes user sentiment and contextual cues to deliver empathetic, validating, and context-aware responses.

4. **Strategic Response Planning**  

	   Dynamically adjusts tone, framing, and goals to align lead interactions with high-level business objectives.

5. **Modular Architecture**  

	   Enables seamless integration with APIs and external data sources, offering flexibility and scalability.

6. **Iterative Improvement Ecosystem**  

	   Integrated workflows with open-source tools like the **meta-labeller** and **LW chrome extension** to extract, analyze, and refine responses continuously.



 More feature details 



_By leveraging these advanced techniques, Leads Wizard delivers measurable business outcomes that surpass traditional methods. Below, are the tangible improvements LW achieved._



---



## Key Metrics

LW demonstrates groundbreaking improvements across critical performance metrics when compared to traditional methods (Manual and Templated). These metrics, derived from over 250+ anonymized conversation segments, underscore LW’s ability to seamlessly balance empathetic engagement with strategic business outcomes.



### 1. Sentiment, Engagement, and Customer Effort Scores

This comparison highlights LW's significant impact on lead sentiment, engagement, and customer effort:



Bar Graph

 

  Figure 1 - Key Metrics Bar Graph | 

   Click for interactive visual (Flourish) 

 



#### Sentiment, Engagement, and CES Comparison:

- Leads Wizard improved engagement by 56% over templated methods in the Intake segment. This directly translates into higher user satisfaction and more meaningful lead interactions.

    

_This visualization emphasizes LW’s superior ability to provide empathetic and effective user interactions compared to traditional approaches._



---



### 2. Lead Qualification Retention Across Stages

The slope graph below tracks lead retention as they progress through the sales funnel stages (Intake, Engaged, Qualified):



Slope Graph

 

  Figure.2 - Sales Funnel Stages Slope Graph | 

   Click for interactive visual (Flourish) 

 



#### Sales Funnel Stage Stats:

- LW retained a remarkable **95.12%** of leads, compared to Manual (**83.61%**) and Templated (**63.29%**) responses—outperforming manual approaches by over 11 percentage points, and increasing conversion rates as a result.

    

_Why this matters_: These metrics demonstrate LW’s strategic ability to guide leads through complex sales funnels effectively, ensuring higher lead retention, qualification and subsequently, conversion rates.



---



### 3. Comparative Emotional Engagement and Perception

The innovative chord diagram below showcases LW’s superiority in composite metrics like Emotional Engagement Index (EEI) and User Perception Index (UPI) compared to traditional methods:



Chord Diagram

 

  Figure.3 - Chord Diagram with Composite Metric Comparison | 

   Click for interactive visual (Flourish) 

 



#### Emotional Engagement Index (EEI):

- LW scored **57.2**, significantly outpacing Manual (**47.9**) and Templated (**47.4**) approaches.

    

#### User Perception Index (UPI):  

  - LW achieved a score of **54.7**, emphasizing its ability to deliver responses that resonate with users.

    

_This visualization highlights how LW’s dynamic emotional scoring and contextual analysis set it apart from traditional methods, leading to more impactful and engaging interactions._



---



### Summary of Metrics



- **45.9%** improvement in sentiment for the Engaged segment.

- **56%** boost in engagement scores for the Intake segment over templated methods.

- **17% higher lead qualification rate** compared to templated methods.



_These metrics and visualizations illustrate Leads Wizard’s transformative potential, merging cutting-edge AI with empathetic user design to achieve superior business outcomes._



---



## Supporting Tools

- **Meta-Labeler**: An open-source Python-based tool with user-friendly UI for conversation labeling and anonymization.

  _[Try it here](https://github.com/PV-Bhat/Meta-Labeler/blob/main/README.md)_

- **LW Chrome Extension**: Simplifies JSON conversation data extraction from Meta Business Suite. 

_[More details here](https://github.com/PV-Bhat/LW-Chrome-Extension)_



## Timeline

- **Development:** Conceptualized and prototyped in 12 days.

- **Iterative Improvements:** Added CoT reasoning and dynamic emotional scoring based on real-world data.

- **Adoption:** Collaborated with leadership for API integration and multi-team automation.

[Find the Detailed Timeline here](https://github.com/PV-Bhat/LeadsWizard/blob/main/Timeline.md)



## Dataset used

(Data handling, Privacy and Bias management)



Bar Graph

 

  Figure 4 - Interactive Dataset Visualizer - Each circle represents a conversation with a unique ID and attributes. Feel free to interact further:

   Explore the dataset on Flourish 

 



 - The dataset used was from a real-world startup, with 250+ datapoints (conversations with leads).

 - In light of maintaining privacy and protecting proprietary information, all data was anonymized and meta-labeled first. Each conversation maintains the unique conversation ID generated during the process of downloading using the extension, and maintains transparency.

 - The dataset was downloaded with LW-Chrome-Extension and manually labelled with Meta-Labeler (Both are open-source tools). Despite following strict labelling protocols and blinded cross-testing, it's important to note that manual labeling inherently adds bias to the data. Therefore the metrics above are a pilot scale proof of concept which can easily be automated moving forward to mitigate manual biases.