Auto-categorize leads with AI
by Noel Maniraguha on October, 2024
This automation captures new replies in Smartlead and uses AI for lead categorization. The AI prompt is customizable to your preferences.
This automation has 2 components.
1. Capturing new replies within Smartlead
2. Leveraging AI to automatically categorize leads
The AI prompt is empty to ensure that anyone that easily modify it to their own liking.
Insert the blueprint in make (new scenario)
Manual Changes
Smartlead API key
Find it here and replace {API_KEY} with your smart lead API key
OpenAI Prompt
You must update the AI prompt to fit your individual needs.
Your custom prompt can account for the language, previous thread, knowledge and anything else
Smartlead Webhook Creation
Find it here and add the webhook with the following settings:
Event Type: LEAD_CATEGORY_UPDATED
Choose any category (positive categories recommended)
Set a schedule
I recommend choosing an "immediate" occurrence for this automation
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