Case study 02 Make.com · AI · Lead operations

Multi-channel AI lead
agent

An AI-assisted follow-up system that starts conversations immediately, switches channels intelligently, and keeps the complete message history in one place.

Context
Lead generation and sales operations
Role
Automation strategy, workflow architecture, AI agent design, integration
Focus
Make.com · AI · Lead operations
OutcomeEvery enquiry acknowledged, followed up, and visible in one systemProblem → Strategy → System → Result
01 / The business problem

What was getting in the way

Interested leads were being lost because first replies were delayed, follow-ups were forgotten, and outreach often stopped after one attempt.

02 / Why it mattered

Friction compounds

Every delay created another opportunity for a qualified enquiry to go cold. The team needed consistent communication without adding more manual tracking.

03 / Strategy

Design the system before the interface

Design one central lead record, then coordinate email, WhatsApp, and SMS around delivery status, response history, lead age, and preferred channel.

04 / The solution

One coherent way of working

An AI-assisted follow-up system that starts conversations immediately, switches channels intelligently, and keeps the complete message history in one place.

05 / What I built

Strategy translated into infrastructure

Multiple connected Make.com scenarios, a Google Sheets control layer, scheduled follow-up logic, multi-channel reply capture, delivery checks, and contextual AI responses.

Make.comGoogle SheetsAIEmailWhatsAppSMS
06 / Business outcome

Practical progress

Every enquiry is acknowledged, followed up, and visible in one system—reducing missed opportunities caused by delayed or forgotten communication.

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