Score and route sales leads

Five-stage workflow

Recommended components

Start with one component per capability and replace it only when evaluation data shows a clear gap.

From proof of concept to production

1. 01Define the user journey, input and output schemas, permission boundaries, and success metrics.
2. 02Build one end-to-end happy path with the smallest viable tool stack and a fixed evaluation set.
3. 03Add authentication, timeouts, retries, fallbacks, audit logs, and human review for risky actions.
4. 04Release to a limited audience, measure quality, latency, and cost, then expand with evidence.

Framework-neutral orchestration skeleton

type WorkflowInput = { request: string; userId: string };
type StageAdapter = (context: unknown) => Promise<unknown>;

const stages = [
  "Combine forms, product activity, CRM, and public company data",
  "Validate contacts and companies and enrich missing fields",
  "Score intent, fit, and recency",
  "Generate personalized outreach and assign an owner",
  "Calibrate scoring rules from conversion outcomes"
];
const selectedTools = [
  "REST Countries",
  "Nominatim",
  "LangChain.js"
];

export async function runWorkflow(input: WorkflowInput, adapters: Record<string, StageAdapter>) {
  let context: unknown = { ...input, selectedTools };

  for (const stage of stages) {
    const adapter = adapters[stage];
    if (!adapter) throw new Error(`Missing adapter: ${stage}`);
    context = await adapter(context);
  }

  return context;
}

Implement each adapter on the server with the selected component’s official SDK or API. Never expose provider credentials in browser code.

Production checklist

• ✓Every stage has a defined owner, input, output, timeout, and failure state.
• ✓Credentials and sensitive data stay server-side with least-privilege access.
• ✓Model output is validated before it reaches a database, user, or external action.
• ✓Sources, tool calls, prompts, versions, and human decisions are traceable.
• ✓A fixed evaluation set covers normal, ambiguous, adversarial, and unavailable-tool cases.
• ✓The workflow has a visible fallback and a manual recovery path.