AI agent for lead qualification in Telegram + CRM integration

Client: SMB company, B2B services.
Problem: The manager was unable to respond to Telegram inquiries in time — average response time was 3-4 hours, and some leads went to competitors. Data was entered into the CRM manually and with delays.

What was done:
— AI agent (Gemini 2.5 Flash) conducts SPIN dialogue with the client 24/7
— Automatically creates a contact and task in Planfix upon the first message
— Enriches the card: phone, company name, budget — immediately upon receiving from the client
— RAG knowledge base: answers questions about services and cases without the risk of quoting a price
— When scheduling a meeting — automatically creates a subtask for the manager
— At the end of the conversation — structured qualification summary for the manager in the CRM

Result:
- First response time: from 3-4 hours → 3 seconds
- 100% of leads are recorded in the CRM without manual work
- The manager sees ready qualification instead of raw chat

Stack: n8n · Gemini 2.5 Flash · Planfix REST API · Supabase (RAG) · Telegram Bot API

#AI_agent #Telegram_bot #CRM #Planfix #automation #leadgeneration #n8n #Gemini #RAG