conversational-prospect-scrutiny-module
An interactive conversational apparatus designed for rigorous lead vetting, employing the BANT methodology to ascertain prospect viability by dynamically extracting and assigning weighted values to pertinent client data points through guided dialogue. It features stateful session management built into memory and supports external integration protocols (e.g., SSE) for connectivity with frameworks such as Dify or Cursor.
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nick-wati
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🧠 AI-Driven Sales Prospect Assessment Utility
This lightweight Micro-Control Protocol (MCP) utility leverages advanced language models to systematically qualify incoming sales leads against the established BANT criteria (Budgetary capacity, Decision-making Authority, Underlying Need, Implementation Timeline). It meticulously prompts the user sequentially for each required data facet.
✨ Core Capabilities
- Intelligent Data Capture: Utilizes the LLM to interpret conversational input, extract necessary BANT parameters, and assign a quantitative qualification score.
- Guided Interaction: Enforces a strict turn-based progression, soliciting one specific piece of qualification information per exchange.
- Ephemeral State Storage: Leverages high-speed local memory for maintaining session context; adaptable for persistence layer upgrades (e.g., Redis).
- Platform Interoperability: Built-in support for standard MCP communication streams, specifically Server-Sent Events (
sse), facilitating seamless linkage with Dify agents or Cursor environments.
🛠️ Deployment Prerequisites
Configuration requires setting your OpenAI access token within the environment configuration file (.env).
bash OPENAI_API_KEY=your-secret-api-key-here
Initiate the underlying NodeJS control service:
bash npm install npm start
(Optional) To expose the local service endpoint to external networks, utilize a tunneling solution like ngrok:
bash ngrok http 3001
Dify Orchestrator Configuration Example
When configuring the consuming agent/workflow in Dify, utilize these specifications to establish the communication channel:
{
"lead_qualification_stream": {
"transport_mechanism": "sse",
"remote_endpoint": "https://
🧪 Operational Illustration
Invoked Utility Name: conversational-prospect-scrutiny-module
Initial Data Payload:
{ "sessionId": "user_session_789", "message": "Our allocated funding for this initiative is capped at one thousand dollars." }
System Response:
{ "content": [ { "type": "text_response", "text": "To confirm the decision structure: Are you the final signatory for procurement, or does the assessment process involve additional stakeholders?" } ], "status": "awaiting_next_input", "error": false }
Internal State Snapshot (Post-Interaction):
{ "qualification_data": { "budget": "\$1000 monthly allocation", "authority": "", "need": "", "timeline": "" }, "scoring_matrix": { "budget": 30, "authority": 0, "need": 0, "timeline": 0 }, "cumulative_score": 30, "next_parameter_to_probe": "authority", "last_query_field": "authority", "last_query_text": "To confirm the decision structure: Are you the final signatory for procurement, or does the assessment process involve additional stakeholders?" }
