Rodrigo Rodriguez (Pragmatismo)
5d21bba1e1
- Add KB Statistics keywords for Qdrant vector database monitoring: KB STATISTICS, KB COLLECTION STATS, KB DOCUMENTS COUNT, KB DOCUMENTS ADDED SINCE, KB LIST COLLECTIONS, KB STORAGE SIZE - Add comprehensive infrastructure documentation: - Scaling and load balancing with LXC containers - Infrastructure design with encryption, sharding strategies - Observ
275 lines
7.7 KiB
QBasic
275 lines
7.7 KiB
QBasic
PARAM action AS STRING LIKE "capture" DESCRIPTION "Action: capture, qualify, convert, follow_up, nurture"
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PARAM lead_data AS OBJECT LIKE "{name: 'John', email: 'john@company.com'}" DESCRIPTION "Lead information object"
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DESCRIPTION "Manage leads through the sales pipeline - capture, qualify, convert, follow up, and nurture"
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lead_id = GET "session.lead_id"
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user_id = GET "session.user_id"
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IF action = "capture" THEN
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WITH new_lead
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id = FORMAT(GUID())
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name = lead_data.name
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email = lead_data.email
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phone = lead_data.phone
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company = lead_data.company
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source = lead_data.source
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status = "new"
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score = 0
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created_at = NOW()
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assigned_to = user_id
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END WITH
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SAVE "leads.csv", new_lead
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SET "session.lead_id", new_lead.id
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SET "session.lead_status", "captured"
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SET BOT MEMORY "lead_" + new_lead.id, new_lead.name
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TALK "Thank you " + new_lead.name + "! I've captured your information."
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RETURN new_lead.id
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END IF
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IF action = "qualify" THEN
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lead = FIND "leads.csv", "id = '" + lead_id + "'"
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IF NOT lead THEN
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TALK "No lead found to qualify."
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RETURN NULL
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END IF
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score = 0
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TALK "I need to ask you a few questions to better assist you."
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TALK "What is your company's annual revenue range?"
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ADD SUGGESTION "1" AS "Under $1M"
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ADD SUGGESTION "2" AS "$1M - $10M"
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ADD SUGGESTION "3" AS "$10M - $50M"
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ADD SUGGESTION "4" AS "Over $50M"
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HEAR revenue_answer AS INTEGER
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IF revenue_answer = 4 THEN
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score = score + 30
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ELSE IF revenue_answer = 3 THEN
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score = score + 20
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ELSE IF revenue_answer = 2 THEN
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score = score + 10
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ELSE
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score = score + 5
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END IF
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TALK "How many employees does your company have?"
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HEAR employees AS INTEGER
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IF employees > 500 THEN
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score = score + 25
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ELSE IF employees > 100 THEN
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score = score + 15
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ELSE IF employees > 20 THEN
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score = score + 10
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ELSE
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score = score + 5
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END IF
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TALK "What is your timeline for making a decision?"
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ADD SUGGESTION "1" AS "This month"
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ADD SUGGESTION "2" AS "This quarter"
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ADD SUGGESTION "3" AS "This year"
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ADD SUGGESTION "4" AS "Just researching"
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HEAR timeline AS INTEGER
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IF timeline = 1 THEN
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score = score + 30
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ELSE IF timeline = 2 THEN
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score = score + 20
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ELSE IF timeline = 3 THEN
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score = score + 10
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END IF
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TALK "Do you have budget allocated for this?"
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HEAR has_budget AS BOOLEAN
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IF has_budget THEN
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score = score + 25
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ELSE
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score = score + 5
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END IF
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lead_status = "unqualified"
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IF score >= 70 THEN
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lead_status = "hot"
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ELSE IF score >= 50 THEN
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lead_status = "warm"
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ELSE IF score >= 30 THEN
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lead_status = "cold"
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END IF
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WITH qualification
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lead_id = lead_id
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score = score
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status = lead_status
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qualified_at = NOW()
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revenue_range = revenue_answer
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employees = employees
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timeline = timeline
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has_budget = has_budget
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END WITH
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SAVE "lead_qualification.csv", qualification
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SET BOT MEMORY "lead_score_" + lead_id, score
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SET BOT MEMORY "lead_status_" + lead_id, lead_status
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IF lead_status = "hot" THEN
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TALK "Great! You're a perfect fit for our solution. Let me connect you with a specialist."
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SEND EMAIL "sales@company.com", "Hot Lead Alert", "Hot lead alert: " + lead.name + " from " + lead.company + " - Score: " + score
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CREATE_TASK "Follow up with hot lead " + lead.name, "high", user_id
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ELSE IF lead_status = "warm" THEN
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TALK "Thank you! Based on your needs, I'll have someone reach out within 24 hours."
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CREATE_TASK "Contact warm lead " + lead.name, "medium", user_id
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ELSE
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TALK "Thank you for your time. I'll send you some helpful resources via email."
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END IF
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RETURN score
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END IF
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IF action = "convert" THEN
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lead = FIND "leads.csv", "id = '" + lead_id + "'"
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IF NOT lead THEN
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TALK "No lead found to convert."
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RETURN NULL
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END IF
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IF lead.status = "unqualified" OR lead.status = "cold" THEN
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TALK "This lead needs to be qualified first."
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RETURN NULL
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END IF
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WITH account
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id = FORMAT(GUID())
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name = lead.company
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type = "customer"
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owner_id = user_id
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created_from_lead = lead_id
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created_at = NOW()
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END WITH
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SAVE "accounts.csv", account
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WITH contact
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id = FORMAT(GUID())
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account_id = account.id
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name = lead.name
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email = lead.email
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phone = lead.phone
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primary_contact = true
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created_from_lead = lead_id
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created_at = NOW()
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END WITH
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SAVE "contacts.csv", contact
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WITH opportunity
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id = FORMAT(GUID())
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name = "Opportunity for " + account.name
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account_id = account.id
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contact_id = contact.id
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stage = "qualification"
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probability = 20
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owner_id = user_id
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lead_source = lead.source
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created_at = NOW()
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END WITH
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SAVE "opportunities.csv", opportunity
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UPDATE "leads.csv" SET status = "converted", converted_at = NOW(), converted_to_account_id = account.id WHERE id = lead_id
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SET BOT MEMORY "account_" + account.id, account.name
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SET "session.account_id", account.id
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SET "session.contact_id", contact.id
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SET "session.opportunity_id", opportunity.id
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TALK "Lead converted to account: " + account.name
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SEND EMAIL user_id, "Lead Conversion", "Lead converted: " + lead.name + " to account " + account.name
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CREATE_TASK "Initial meeting with " + contact.name, "high", user_id
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RETURN account.id
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END IF
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IF action = "follow_up" THEN
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lead = FIND "leads.csv", "id = '" + lead_id + "'"
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IF NOT lead THEN
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TALK "No lead found."
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RETURN NULL
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END IF
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last_contact = GET BOT MEMORY "lead_last_contact_" + lead_id
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days_since = 0
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IF last_contact THEN
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days_since = DATEDIFF(last_contact, NOW(), "day")
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END IF
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IF days_since > 7 OR NOT last_contact THEN
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subject = "Following up on your inquiry"
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message = "Hi " + lead.name + ",\n\nI wanted to follow up on your recent inquiry about our services."
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SEND EMAIL lead.email, subject, message
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WITH activity
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id = FORMAT(GUID())
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type = "email"
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subject = subject
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lead_id = lead_id
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created_at = NOW()
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END WITH
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SAVE "activities.csv", activity
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SET BOT MEMORY "lead_last_contact_" + lead_id, NOW()
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TALK "Follow-up email sent to " + lead.name
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RETURN "sent"
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ELSE
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TALK "Lead was contacted " + days_since + " days ago. Too soon for follow-up."
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RETURN "skipped"
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END IF
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END IF
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IF action = "nurture" THEN
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leads = FIND "leads.csv", "status = 'warm' OR status = 'cold'"
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count = 0
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FOR EACH lead IN leads
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days_old = DATEDIFF(lead.created_at, NOW(), "day")
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content = NULL
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IF days_old = 3 THEN
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content = "5 Tips to Improve Your Business"
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ELSE IF days_old = 7 THEN
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content = "Case Study: How We Helped Similar Companies"
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ELSE IF days_old = 14 THEN
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content = "Free Consultation Offer"
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ELSE IF days_old = 30 THEN
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content = "Special Limited Time Offer"
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END IF
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IF content THEN
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SEND EMAIL lead.email, content, "Nurture content for day " + days_old
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SET BOT MEMORY "lead_nurture_" + lead.id + "_day_" + days_old, "sent"
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count = count + 1
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END IF
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NEXT
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TALK "Nurture campaign processed: " + count + " emails sent"
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RETURN count
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END IF
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TALK "Unknown action: " + action
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RETURN NULL
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