API Automation

AI Sales Assistant - Automated Lead Qualification Platform

Manual and Automation QA Engineer

AI-powered sales chatbot that qualifies leads, answers product questions, and books calls automatically for small businesses.

SaaS
Technology
February 2025 - Present

Tools & Technologies

Testing Tools

Selenium WebDriverPostmanJIRATestNGJenkinsTwilio API

Technologies

PythonAgileLLM (OpenAI/Claude)HubSpot CRMWhatsApp Business APIREST APIs

Problem Statement

Small businesses and early-stage startups needed an affordable 24/7 sales solution to capture and qualify leads, answer product questions instantly, and automate call booking without hiring dedicated sales representatives.

Approach

Designed and executed comprehensive test suites for lead qualification workflows, AI response accuracy, WhatsApp/web chat integration, and HubSpot CRM synchronization. Validated conversation flows, intent recognition, and automated scheduling logic.

Testing & Automation Strategy

Collaborated with AI engineers and developers to test LLM prompt engineering, response consistency, and edge case handling. Performed API testing for WhatsApp Business API and HubSpot integrations. Conducted load testing to ensure 24/7 availability and scalability.

CI/CD Integration

Integrated automated API tests with Jenkins for continuous validation of chatbot responses, lead scoring accuracy, and CRM data sync. Set up monitoring for response latency and conversation completion rates.

Before vs After Comparisons

Manual Sales Process vs AI Sales Assistant

Human Sales Reps

Traditional sales process with human representatives handling lead qualification, product inquiries, and call scheduling manually during business hours.

AI Sales Assistant

AI-powered chatbot leveraging LLM technology (OpenAI/Claude) to instantly qualify leads, answer product questions, and automatically book calls via HubSpot CRM integration.

Key Improvements

Availability

200%
Human Sales Reps
8 hours/day
AI Sales Assistant
24/7

Response Time

100%
Human Sales Reps
4-24 hours
AI Sales Assistant
<2 seconds

Leads Handled/Day

5782%
Human Sales Reps
15-20
AI Sales Assistant
Unlimited

Monthly Cost

93%
Human Sales Reps
$4,500
AI Sales Assistant
$299

Lead Qualification Accuracy

Manual Qualification

Sales reps manually assess leads based on subjective criteria, often missing key qualification signals or inconsistently applying scoring rules.

AI-Powered Qualification

LLM-based lead scoring using intent recognition, budget analysis, company size detection, and buying signal identification for consistent, accurate qualification.

Key Improvements

Qualification Accuracy

40%
Manual Qualification
68%
AI-Powered Qualification
95%

Time per Lead

97%
Manual Qualification
15 minutes
AI-Powered Qualification
<30 seconds

Scoring Consistency

38%
Manual Qualification
72%
AI-Powered Qualification
99%

False Positives

80%
Manual Qualification
25%
AI-Powered Qualification
5%

Multi-Channel Response Efficiency

Siloed Channels

Separate teams managing WhatsApp, website chat, and email with no unified view, leading to duplicate efforts and inconsistent messaging.

Unified AI Platform

Single AI assistant handling WhatsApp Business API and website chat with synchronized CRM data, providing consistent experience across all touchpoints.

Key Improvements

Channels Supported

233%
Siloed Channels
1-2
Unified AI Platform
All (Unified)

Avg First Response

100%
Siloed Channels
6 hours
Unified AI Platform
<2 seconds

Message Consistency

54%
Siloed Channels
65%
Unified AI Platform
100%

Lead Drop-off Rate

73%
Siloed Channels
45%
Unified AI Platform
12%

CRM Integration & Call Booking

Manual Process

Sales reps manually enter lead data into HubSpot, schedule calls via email back-and-forth, and often forget to update CRM records.

Automated Integration

Real-time HubSpot CRM sync with automatic contact creation, lead scoring updates, and instant calendar booking with confirmation reminders.

Key Improvements

Data Entry Time

100%
Manual Process
10 min/lead
Automated Integration
0 (Instant)

CRM Sync Accuracy

28%
Manual Process
78%
Automated Integration
100%

Call Booking Time

98%
Manual Process
2-3 days
Automated Integration
<1 minute

No-Show Rate

66%
Manual Process
35%
Automated Integration
12%

ROI & Cost Efficiency

Traditional Sales Team

Hiring, training, and managing sales development reps (SDRs) with salary, benefits, tools, and management overhead.

AI Sales Assistant

Subscription-based AI platform with unlimited conversations, automatic scaling, and no training or management overhead.

Key Improvements

Cost per Qualified Lead

96%
Traditional Sales Team
$85
AI Sales Assistant
$3.50

Monthly Operating Cost

98%
Traditional Sales Team
$12,000
AI Sales Assistant
$299

Leads Qualified/Month

507%
Traditional Sales Team
140
AI Sales Assistant
850+

ROI

781%
Traditional Sales Team
2.1x
AI Sales Assistant
18.5x

Manual Sales Process vs AI Sales Assistant - Key Improvements

+ 5782%
Leads Handled/Day
+ 200%
Availability
+ 100%
Response Time
24/7 availability ensures no lead is ever missed, even outside business hours.
Response time reduced from hours to under 2 seconds for instant engagement.
Unlimited concurrent conversations vs limited human bandwidth.
93% cost reduction while increasing lead capture capacity.
Bottom Line: Achieved up to 5782% improvement across key metrics

Lead Qualification Accuracy - Key Improvements

+ 97%
Time per Lead
80%
False Positives
+ 40%
Qualification Accuracy
Lead qualification accuracy improved from 68% to 95% using AI-driven analysis.
Qualification time reduced from 15 minutes to under 30 seconds per lead.
99% scoring consistency eliminates human bias and subjective assessments.
False positives reduced by 80%, improving sales team efficiency.
Bottom Line: Achieved up to 97% improvement across key metrics

Multi-Channel Response Efficiency - Key Improvements

+ 233%
Channels Supported
100%
Avg First Response
73%
Lead Drop-off Rate
Unified platform handles all channels from a single AI brain.
First response time reduced from 6 hours to under 2 seconds.
100% message consistency ensures brand voice across all channels.
Lead drop-off rate reduced by 73% with instant engagement.
Bottom Line: Achieved up to 233% improvement across key metrics

CRM Integration & Call Booking - Key Improvements

+ 98%
Call Booking Time
66%
No-Show Rate
+ 28%
CRM Sync Accuracy
Zero manual data entry with automatic CRM population.
100% CRM sync accuracy eliminates data gaps and duplicates.
Call booking reduced from days to under 1 minute with instant scheduling.
No-show rate reduced by 66% with automated reminders via WhatsApp.
Bottom Line: Achieved up to 98% improvement across key metrics

ROI & Cost Efficiency - Key Improvements

+ 781%
ROI
+ 507%
Leads Qualified/Month
98%
Monthly Operating Cost
Cost per qualified lead reduced by 96%, from $85 to $3.50.
Monthly operating cost reduced by 97.5% compared to human SDR team.
6x more leads qualified per month with unlimited AI capacity.
ROI improved from 2.1x to 18.5x, delivering massive value for startups.
Bottom Line: Achieved up to 781% improvement across key metrics

Code Examples

Lead Qualification API Test

Automated test for validating AI-powered lead qualification and CRM sync.

java
@Test
public void testLeadQualificationFlow() {
    // Simulate incoming lead message via WhatsApp
    String leadMessage = "I'm interested in your product. We have 50 employees and a budget of $10k/month.";

    Response response = given()
        .header("Content-Type", "application/json")
        .header("X-API-Key", WHATSAPP_API_KEY)
        .body("{\"phone\": \"+1234567890\", \"message\": \"" + leadMessage + "\"}")
    .when()
        .post("/api/v1/sales-assistant/qualify")
    .then()
        .statusCode(200)
        .body("leadScore", greaterThanOrEqualTo(70))
        .body("qualificationStatus", equalTo("QUALIFIED"))
        .body("suggestedAction", equalTo("BOOK_CALL"))
        .extract().response();

    // Verify lead synced to HubSpot CRM
    String hubspotContactId = response.jsonPath().getString("hubspotContactId");
    Assert.assertNotNull(hubspotContactId, "Lead should be synced to HubSpot");
    Assert.assertTrue(response.getTime() < 2000, "Response time should be under 2 seconds");
}

Automated Call Booking Test

Test for validating automatic calendar scheduling via HubSpot integration.

java
@Test
public void testAutomatedCallBooking() {
    String leadId = "lead_12345";
    String preferredTime = "2025-03-15T14:00:00Z";

    Response response = given()
        .header("Content-Type", "application/json")
        .header("Authorization", "Bearer " + AUTH_TOKEN)
        .body("{\"leadId\": \"" + leadId + "\", \"preferredDateTime\": \"" + preferredTime + "\"}")
    .when()
        .post("/api/v1/sales-assistant/book-call")
    .then()
        .statusCode(201)
        .body("meetingId", notNullValue())
        .body("calendarLink", containsString("hubspot.com"))
        .body("confirmationSent", equalTo(true))
        .extract().response();

    // Verify meeting created in HubSpot
    String meetingId = response.jsonPath().getString("meetingId");
    given()
        .header("Authorization", "Bearer " + HUBSPOT_TOKEN)
    .when()
        .get("/crm/v3/objects/meetings/" + meetingId)
    .then()
        .statusCode(200)
        .body("properties.hs_meeting_title", containsString("Sales Call"));
}

Results & Impact

Achieved 95% accuracy in lead qualification scoring and reduced average response time to under 2 seconds. Ensured seamless integration between WhatsApp, website chat, and HubSpot CRM with zero data loss. Platform successfully handled concurrent conversations while maintaining consistent AI response quality.

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