Qualify and Route Sales Leads with AI and MCDM Scoring

This n8n workflow automates the process of qualifying and routing sales leads by leveraging AI for lead scoring and a Multi-Criteria Decision Making (MCDM) approach to assign leads to the most suitable sales representative.

What it does

This workflow streamlines your lead management by:

1. Triggering on a Schedule: The workflow starts at predefined intervals, ready to process new leads.
2. Fetching Lead Data (Placeholder): An HTTP Request node is included, likely as a placeholder to fetch new lead data from a CRM or lead capture system.
3. Preparing Lead Data: The Edit Fields (Set) node transforms and standardizes the incoming lead information, ensuring consistency for the AI agent.
4. AI-Powered Lead Qualification: An AI Agent node (powered by LangChain) uses the OpenRouter Chat Model to analyze lead details. This agent is equipped with a Code Tool to perform specific logic or calculations, likely related to scoring or evaluating the lead's potential.
5. Aggregating AI Output: The Aggregate node collects and combines the results from the AI agent, preparing them for the next step.
6. Routing Leads with MCDM: A Code node implements a Multi-Criteria Decision Making (MCDM) algorithm to score leads based on various factors (e.g., AI qualification, lead source, company size, etc.) and determine the best sales representative to assign them to.
7. Conditional Routing: The Switch node then uses the MCDM score or assigned representative to route the lead to the appropriate downstream system (e.g., CRM, Slack, email) for further action.
8. Documentation: A Sticky Note provides additional context or instructions within the workflow.

Prerequisites/Requirements

• n8n Instance: A running n8n instance.
• OpenRouter API Key: Required for the OpenRouter Chat Model to access various AI models.
• AI Agent Configuration: The AI Agent node needs to be configured with the specific prompts and instructions for lead qualification.
• Code Tool Logic: The Code Tool within the AI Agent needs to contain the specific logic or API calls it should execute.
• MCDM Logic: The Code node implementing the MCDM algorithm needs to be customized with your specific scoring criteria and sales representative assignment rules.
• Lead Source (HTTP Request): A system or API endpoint from which to fetch new sales leads (e.g., CRM, web form submissions).
• Destination Systems: Access and credentials for the systems where leads will be routed (e.g., CRM, Slack, email service).

Setup/Usage

1. Import the Workflow: Download the provided JSON and import it into your n8n instance.
2. Configure Credentials:
   • Set up your OpenRouter API Key credential for the OpenRouter Chat Model node.
   • Configure any other necessary credentials for the HTTP Request node (if fetching from an authenticated source) and your final routing destinations.
3. Customize HTTP Request: Update the HTTP Request node (ID: 19) to fetch lead data from your specific source. Adjust the URL, method, headers, and body as needed.
4. Refine Lead Data Preparation: Modify the Edit Fields (Set) node (ID: 38) to correctly map and transform the fields from your lead source into a format suitable for the AI agent.
5. Configure AI Agent:
   • Adjust the AI Agent node (ID: 1119) with your desired prompts and instructions for qualifying leads.
   • Customize the Code Tool (ID: 1197) to perform any specific actions or calculations the AI agent needs to execute.
6. Implement MCDM Logic:
   • Edit the Code node (ID: 834) to define your Multi-Criteria Decision Making (MCDM) algorithm. This includes:
     • Identifying the criteria for lead scoring (e.g., industry, company size, budget, AI qualification score).
     • Assigning weights to each criterion.
     • Defining the logic for calculating a final lead score.
     • Implementing the rules for assigning the lead to a specific sales representative based on the score and representative availability/specialization.
7. Set up Routing Logic: Configure the Switch node (ID: 112) to route leads based on the output of your MCDM logic (e.g., to different CRM pipelines, Slack channels, or email lists). Add the necessary nodes after the Switch to perform the actual routing actions.
8. Activate the Workflow: Once configured, activate the workflow. It will run according to the schedule defined in the Schedule Trigger node.