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Product Feature Bible

Unified RevOps Platform v2.0 Specification

LeadSphere.ai

The first unified ecosystem consolidating Lead Generation, Automated Outreach, and Intelligent Support. Powered by autonomous agents that act as your 24/7 revenue workforce.

Autonomous Workforce

Agents (Personas) that can draft emails, negotiate basic terms, and handle objections without human intervention.

Unified Data Stream

Eliminates silos. Inbound chat support and outbound sales emails live in a single, context-aware timeline.

RAG

RAG Intelligence

Retrieval-Augmented Generation ensures every AI response is grounded in your uploaded documents, rate cards, and policy files.

Dashboard & Analytics

The Mission Control center for Revenue Leaders.

1 Unified KPI Ribbon

The top navigation bar provides instant, real-time visibility into the health of the entire revenue funnel. We intentionally combine support metrics with sales metrics to give a holistic view of customer health.

Inbound Volume
854
+12.5% vs last week

Total chat sessions initiated via the web widget.

Outbound Sent
12.4k
Stable

Total emails sent by AI agents across active campaigns.

Unified Leads
142
+5.2%

New entities created in CRM from both Chat & Forms.

Meetings Booked
28
North Star Metric

Confirmed calendar events. The ultimate conversion goal.

2 Proactive AI Insights

Most dashboards only show what happened. LeadSphere tells you why and what to do next. A dedicated sidebar runs continuous inference on your data to surface anomalies and opportunities.

Inbound Optimization Alert

"I've noticed 15 users asked about 'Enterprise Pricing' this week, but your Knowledge Base lacks this document. Uploading a pricing PDF could increase conversion by ~12%."

Outbound Timing Strategy

"Analysis of your last 5,000 emails shows a 28% higher open rate for emails sent on Tuesdays between 9:00 AM - 11:00 AM EST. Consider rescheduling Campaign 'Alpha'."

Deep Dive Analytics

  • Attribution Modeling

    Donut charts breaking down revenue by Campaign Source (e.g., "UK Fintech" vs "US SaaS").

  • ICP Leaderboard

    Auto-ranking of ideal customer profiles. E.g., "Industry: Real Estate + Role: CIO + Region: KSA" = Highest Conversion.

  • A/B Testing Lab

    Side-by-side comparison of Subject Lines and Body Copy with statistical confidence intervals.

Growth Engine (Campaigns)

Automated outbound marketing that thinks like a strategist.

Step 1

Natural Language Objectives

We removed the complexity of boolean filters and complex dropdowns. Users define campaign goals in plain English, and the AI handles the configuration, parsing intent, target audience, and success metrics automatically.

User Input:

"I want to book 20 meetings with CTOs of Fintech companies in the UK who have raised Series A funding."

AI Parsed Configuration

Target Industry Fintech
Target Role CTO / VP Eng
Region United Kingdom
Funding Stage Series A
Step 2

AI Strategy Generation

LeadSphere automatically proposes distinct sub-strategies (Cohorts) to maximize coverage and test different angles. It doesn't just send one generic email; it creates tailored approaches.

Strategy A: Aggressive Pitch

Focuses on direct ROI, immediate pain points, and a strong Call to Action. Best for competitive markets.

Short Cycle High Volume

Strategy B: Soft Nurture

Focuses on sharing educational content (Whitepapers, Case Studies) to build trust before asking for a meeting.

Long Cycle Relationship First
Step 3

Visual Sequence Builder

Smart Email Composer

Includes an "AI Reword" button. Highlight any paragraph and ask the AI to "Make it friendlier," "Make it shorter," or "Make it more persuasive."

Logic & Delays

Insert "Wait" steps (e.g., "Wait 2 days") to simulate natural human follow-up patterns.

Branching (Beta)

Create logic paths: "If email opened but not replied -> Send Case Study." "If clicked link -> Send Meeting Request."

Email 1: Intro
Wait 2 Days
Email 2: Value Prop

Campaign Performance Deep Dive

Total Sent
1,240
Open Rate
45%
Above Avg
Reply Rate
12%
Meeting Rate
2.2%
Booked
28

Intelligence (AI Configuration)

Tools to configure your digital workforce.

1. Agent Personas

LeadSphere allows you to create distinct AI personalities for different roles. You might have "Alex" as your aggressive outbound hunter, and "Sarah" as your empathetic customer support agent.

Attribute Control

  • Identity Name, Job Title, Gender, and Profile Picture (upload or generated).
  • Tone & Voice Select presets: "Persuasive", "Empathetic", "Authoritative", "Witty".
  • Core Instructions System prompts: "Never discuss pricing on first email," "Use emojis sparingly."

Generative Persona Setup

Don't know how to write a prompt? Use the "Auto-Generate" tool.

User Input

"Create an aggressive sales rep for enterprise software."

AI Output

Name: Marcus Steele
Tone: Authoritative, Direct
Prompt: "You are an expert enterprise Closer. Focus on ROI..."

2. Knowledge Sources (RAG)

The AI is only as smart as the data you give it. This module manages the Retrieval-Augmented Generation pipeline.

Document Upload

PDF, DOCX, TXT.
Rate Cards, SOPs, Policy Docs.

Web Crawler

Enter URL (e.g., website.com/pricing).
Scrapes and indexes content.

Text Snippets

Paste raw text.
For quick overrides or specific rules.

3. Chatbot Builder

A WYSIWYG editor for the client-facing website widget. Marketing teams can customize the look and feel without writing code.

  • Visual Customization: Hex codes, Avatars, Position (L/R).
  • Themes: "Ocean", "Mint", "Sunrise", "Midnight".
  • Lead Capture: Toggle to force email entry before chat start.
Support Bot
Interactive Preview Area

Intent Workflow Engine

The logic core: How AI processes, classifies, and acts.

1. Multi-Intent Classification

LeadSphere uses a sophisticated Multi-Intent Logic system. If a customer says "Send me a quote AND book a demo," the system prioritizes both actions.

Logic Priority Layers

  • 1. Positive Closure PURCHASE, DEMO, MEETING, CALL
    High
  • 2. Info Gathering PRICING, QUESTION, RESOURCES
    Med
  • 3. Objections PRICE, TIMING, REJECTION
    Crit
// Classifier Response Object { "intents": ["DEMO", "PRICING"], "confidence": 0.98, "sentiment": "POSITIVE" } // Workflow Execution: // 1. Trigger "Schedule Demo" Action Chain // 2. Append "Pricing Info" to email body

2. Parallel Execution Pipeline

The system processes incoming emails in parallel branches. It constructs the reply (External) while simultaneously performing tasks (Internal).

1. Ingestion

Email received. Sender verified against CRM. Metadata extracted.

2. Parallel Processing

Branch A: Reply Construction
  • • Retrieve relevant RAG context (KB).
  • • Select Persona tone.
  • • Draft body answering all intents.
  • • Append Calendar Link (if DEMO).
Branch B: Operational
  • • Check "Human Handoff" rules.
  • • If Critical -> Slack Alert to Sales.
  • • Update Lead Score (+10 pts).
  • • Move Deal Stage to "Negotiation".

3. Execution

Email queued/sent. CRM timeline updated. Analytics incremented.

Lead Management (CRM)

High-velocity database optimized for AI interaction.

Smart Lead Database

AI Scoring (0-100)

Dynamic scoring based on fit (Industry/Role) and engagement.

Score = (Fit * 0.4) + (Engagement * 0.6)

Bulk Operations

Full support for Excel/CSV import/export.
Ideal for trade show list uploads.

Rich Data Model

  • Personal: LinkedIn, Phone, Job Title.
  • Company: Revenue, Employee Count, Tech Stack.
  • System: Last Contacted, Next Step, Lead Source.

Unified Inbox

Omnichannel communication stream.

One Stream to Rule Them All

LeadSphere eliminates context switching. It blends Live Chat sessions (Inbound support) and Email replies (Outbound sales) into a single, cohesive list.

Chat Email SMS (Beta)

Context Summarization

"Prospect is interested in Enterprise plan but worried about GDPR compliance. Mentioned budget cycle ends in Q3."

Draft Reply

One-click generation. The AI reads the message, checks the Knowledge Base for GDPR docs, and drafts a reply attaching the PDF.

Admin & Assets

Operational backbone: Services, Files, Teams, and Integrations.

Service Catalog

Defines what the AI is allowed to sell. This database powers the quoting engine.

Pricing Units Per Word, Hour, User, Month
Capacity Logic Max 2,500 words/day (for deadlines)
Risk Buffer Auto-add +15% to quote

Sales Assets (DAM)

Central repository for collateral. Agents can automatically retrieve and attach these files when requested.

Certs
Cases
Awards

Integrations

Native connectors to your existing tech stack.

Salesforce HubSpot Slack Jira Zapier

Team Management

Role-Based Access Control (RBAC) and seat management.

Role Permissions
Admin Full System Access + Billing
Manager Campaigns + Reporting
Agent Inbox + Leads (Read Only)