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🤖 Expert AI Technical Advisor & Sales Automation System

Reference Architecture: A sophisticated, multi-agent AI system designed for technical sales of complex industrial machinery. Features a high-fidelity RAG engine, automated engineering "sanity checks," and an asynchronous lead-capture pipeline.

Status Tech Stack AI Model


⚠️ Disclaimer

This repository contains a sanitized reference implementation inspired by production systems architected for heavy machinery distributors. All proprietary brand data, internal API credentials, and client-specific business logic have been removed. This project demonstrates architectural patterns and prompt engineering for enterprise AI deployments.


💡 System Capabilities

This system acts as a Virtual Technical Consultant for complex, high-ticket equipment. It follows a "Diagnose before Propose" methodology, ensuring that recommendations are technically viable and compliant with engineering constraints.

Core Features:

  • Technical Diagnosis Engine: The agent identifies customer requirements (capacity, power, operational scale) before searching the Vector Store for specific equipment models.
  • Engineering "Sanity Check": Built-in logic to prevent configuration errors (e.g., ensuring an attachment is compatible with the base machine's power output).
  • Brand Exclusion Logic: Intelligent query processing that filters out competitor mentions when searching the internal knowledge base for compatible solutions.
  • Multi-Agent Lead Capture: A dedicated "Sentiment Agent" parses conversation history in the background to extract lead data (Name, Phone, Intent) only when purchase signals are detected.
  • Compliance Automation: Automated insertion of mandatory legal disclaimers and data processing notices (GDPR) whenever personal information is requested.

🛠️ System Architecture

The system uses a Decoupled "Fire-and-Forget" Architecture to ensure zero latency for the end user.

Logic Flow

graph TD
    User([Web User]) -->|Technical Query| Frontend[1. Advisor Agent - GPT-4o]
    
    subgraph "Reasoning & Tools"
    Frontend <-->|RAG| VectorDB[(Technical Manuals)]
    Frontend <-->|Live Data| WebSearch[Web Search - Authorized Domain]
    end

    Frontend -->|Instant Response| User
    
    %% Async Trigger
    Frontend -.->|Async Execute| Backend[2. Analytics Workflow]
    
    subgraph "Background Processing"
    Backend -->|Lead Parsing| LeadAgent((Sentiment Agent - GPT-4o-mini))
    LeadAgent -->|JSON Object| Qualifier{Is Valid Lead?}
    Qualifier -->|Yes| CRM[(CRM / Google Sheets)]
    Qualifier -->|No| Logs[(Conversation Logs)]
    end
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📂 Repository Structure

  • /workflows_sanitized/
    • 1_chat_advisor_frontend.json: The core RAG-enabled agent with complex technical diagnosis logic and intent detection.
    • 2_background_analytics.json: The asynchronous "Fire-and-Forget" backend for lead extraction, sentiment analysis, and CRM synchronization.
    • 3_automated_reporting.json: A scheduled business intelligence (BI) workflow that generates weekly performance audits and lead quality summaries for management.
  • /diagrams/: Technical architecture diagrams and logic flow schematics (Mermaid & screenshots).
  • /mock_data/: Sanitized technical specifications (CSV/PDF) and sample lead log templates for testing.


🧠 Engineering Challenges & Solutions

1. Zero-Latency Asynchronous Analytics (The "Decoupling" Pattern)

Problem: Real-time sentiment analysis and lead data extraction traditionally add 5-10 seconds to the response time, significantly degrading the user experience.
Solution: I implemented a Decoupled Architecture using n8n’s sub-workflow execution with the waitForSubWorkflow: false (Fire & Forget) configuration. The Advisor Agent responds to the user in under 3 seconds, while a background "Sentiment Agent" handles the complex data parsing and CRM logging independently.

2. Engineering Constraint Validation & Hallucination Control

Problem: Generic LLMs often agree to technically impossible configurations (e.g., suggesting a high-capacity attachment for a low-power base machine).
Solution: Developed a Strict Logic Layer within the System Prompt. The agent is forced to perform a "Technical Sanity Check" by cross-referencing user requirements with the verified technical specs in the Vector Store. If a mismatch is detected, the agent is programmed to politely correct the user rather than providing a hallucinated solution.

3. Intent-Triggered Lead Conversion

Problem: Static "contact us" forms are often ignored, while aggressive bots asking for data too early increase bounce rates.
Solution: Engineered a Contextual Conversion Trigger. The AI remains in "Advisory Mode" until it detects specific purchase intent signals (e.g., pricing inquiries, requests for financing, or compatibility questions). At that precise moment, the agent triggers a lead-capture module, providing a seamless transition from information gathering to a sales opportunity.

4. Background Data Structuring for Sales Prioritization

Problem: Raw chat logs are time-consuming for sales managers to review and audit.
Solution: The background Analytics Workflow uses JSON Output Parsing to distill entire conversations into four actionable fields: sentiment (HOT/COLD), phone, name, and interest. This allows for automated lead scoring and ensures that the sales team prioritizes the highest-value inquiries first.


🤝 Transparency: Human vs. AI Role

This project was built using an AI-Augmented Systems Engineering approach, focusing on high-level architecture and precise prompt engineering.

  • My Role (Architect): Designed the multi-workflow async logic, defined the agrotechnical/technical constraint rules, and engineered the conversion strategy. Configured the VPS environment, Docker containers, and RAG (Vector Store) hierarchy.
  • AI Role: Assisted in generating specific JavaScript snippets for JSON data transformation and provided troubleshooting support for API-specific error handling (e.g., handling rate limits and token optimization).

🚀 Deployment Requirements

  • Orchestrator: n8n (Self-hosted on Docker)
  • Inference Engine: OpenAI GPT-4o (Advisor) & GPT-4o-mini (Analytics)
  • Knowledge Base: OpenAI File Search (RAG)
  • Data Destination: Google Sheets API (as a Lightweight CRM)
  • External Search: Authorized Web Search Tool (for dynamic updates)

About

Intelligent AI Customer Advisor system for high-ticket sales. Built with n8n and OpenAI, featuring lead qualification and automated performance audits.

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