Beyondpresence Sales Intelligence → Real-time Lead Scoring

The workflow JSON

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{
  "id": "3lIutQSsxmpnS38v",
  "meta": {
    "templateCredsSetupCompleted": true
  },
  "name": "BeyondPresence Sales Opportunity Scoring - Real-Time Lead Intelligence",
  "tags": [],
  "nodes": [
    {
      "id": "8131b77c-66b2-4138-bac9-1062dd50b631",
      "name": "Workflow Overview",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        80,
        -600
      ],
      "parameters": {
        "color": 6,
        "width": 560,
        "height": 660,
        "content": "## \ud83c\udfaf Sales Opportunity Scoring System\n\n**What This Does:**\n- Monitors BeyondPresence user messages in real-time\n- Scores leads based on buying signals\n- Detects competitor mentions instantly\n- Estimates potential deal size\n- Sends intelligent alerts to Slack\n\n**Setup Required:**\n1. Configure Slack OAuth2 credentials\n2. Update channel names in Slack nodes\n3. Add BeyondPresence webhook URL"
      },
      "typeVersion": 1
    },
    {
      "id": "ab3a8f0b-a1ab-4f88-80ed-435115915cb3",
      "name": "Scoring Rules",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        680,
        -600
      ],
      "parameters": {
        "color": 4,
        "width": 400,
        "height": 780,
        "content": "## \ud83d\udcca Scoring Logic\n\n**Buying Signals (+Points):**\n- \"interested\" / \"tell me more\" (+20)\n- \"budget\" / \"pricing\" (+15)\n- \"timeline\" / \"when\" (+15)\n- \"demo\" / \"trial\" (+25)\n- \"decision maker\" (+30)\n- \"purchase\" / \"buy\" (+30)\n\n**Negative Signals (-Points):**\n- \"too expensive\" (-20)\n- \"not interested\" (-30)\n- \"just looking\" (-15)\n- \"maybe later\" (-10)"
      },
      "typeVersion": 1
    },
    {
      "id": "6395e121-1f83-4d07-a8e2-1566c37511ce",
      "name": "Alert System",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1100,
        -600
      ],
      "parameters": {
        "color": 3,
        "width": 380,
        "height": 780,
        "content": "## \ud83d\udd14 Slack Alerts\n\n**Automatic Notifications:**\n- \ud83d\udd25 Hot leads (score > 70)\n- \u26a1 Competitor mentions\n- \ud83d\udcb0 Large deal indicators\n- \ud83d\udcc8 Buying signal clusters\n- \ud83d\udea8 At-risk opportunities\n\n**Smart Threading:**\n- Groups messages by call ID\n- Shows conversation context\n- Tracks score progression"
      },
      "typeVersion": 1
    },
    {
      "id": "abc9e5e4-df53-4891-97ff-6c18fd06d534",
      "name": "BeyondPresence Real-Time Webhook",
      "type": "n8n-nodes-base.webhook",
      "position": [
        100,
        -120
      ],
      "parameters": {
        "path": "beyondpresence-sales-intelligence",
        "options": {
          "rawBody": false
        },
        "httpMethod": "POST",
        "responseMode": "responseNode"
      },
      "typeVersion": 2
    },
    {
      "id": "f94cb19d-0bca-4f42-8f25-11cc853f3323",
      "name": "Acknowledge Receipt",
      "type": "n8n-nodes-base.respondToWebhook",
      "position": [
        280,
        -120
      ],
      "parameters": {
        "options": {
          "responseCode": 200
        },
        "respondWith": "json",
        "responseBody": "{\n  \"status\": \"success\",\n  \"message\": \"Sales intelligence processing\",\n  \"timestamp\": \"{{ $now.toISO() }}\"\n}"
      },
      "typeVersion": 1.2
    },
    {
      "id": "9dae992f-6930-4db1-9c18-b85deaa352df",
      "name": "Filter User Messages",
      "type": "n8n-nodes-base.switch",
      "position": [
        460,
        -120
      ],
      "parameters": {
        "rules": {
          "values": [
            {
              "outputKey": "user_message",
              "conditions": {
                "options": {
                  "version": 2,
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "strict"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "operator": {
                      "type": "string",
                      "operation": "equals"
                    },
                    "leftValue": "={{ $json.body.event_type }}",
                    "rightValue": "message"
                  },
                  {
                    "operator": {
                      "type": "string",
                      "operation": "equals"
                    },
                    "leftValue": "={{ $json.body.message.sender }}",
                    "rightValue": "user"
                  }
                ]
              },
              "renameOutput": true
            },
            {
              "outputKey": "call_ended",
              "conditions": {
                "options": {
                  "version": 2,
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "strict"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "operator": {
                      "type": "string",
                      "operation": "equals"
                    },
                    "leftValue": "={{ $json.body.event_type }}",
                    "rightValue": "call_ended"
                  }
                ]
              },
              "renameOutput": true
            }
          ]
        },
        "options": {
          "fallbackOutput": "none"
        }
      },
      "typeVersion": 3.2
    },
    {
      "id": "c7cc875b-4282-4197-9d56-879a287fe385",
      "name": "Score Sales Opportunity",
      "type": "n8n-nodes-base.code",
      "position": [
        720,
        -160
      ],
      "parameters": {
        "jsCode": "// Sales Opportunity Scoring Engine\n// Helper function for recommendations (moved to top for better organization)\nfunction generateRecommendations(score, signals) {\n  const recommendations = [];\n  \n  if (score >= 70) {\n    recommendations.push('\ud83d\udcde Schedule immediate follow-up call');\n    recommendations.push('\ud83d\udc64 Loop in senior sales rep');\n    recommendations.push('\ud83d\udcca Prepare custom pricing proposal');\n  } else if (score >= 40) {\n    recommendations.push('\ud83d\udce7 Send detailed product information');\n    recommendations.push('\ud83d\udcc5 Offer demo scheduling link');\n    recommendations.push('\ud83d\udcda Share relevant case studies');\n  } else if (score < 0) {\n    recommendations.push('\ud83c\udfaf Address specific objections');\n    recommendations.push('\ud83d\udca1 Focus on value proposition');\n    recommendations.push('\ud83d\udcde Schedule follow-up for better timing');\n  }\n  \n  if (signals.includes('\ud83c\udfc1 Competitor Evaluation')) {\n    recommendations.push('\u2694\ufe0f Prepare competitive differentiation materials');\n  }\n  \n  return recommendations;\n}\n\ntry {\n  // Safely extract input data with validation\n  const input = $input.first();\n  if (!input || !input.json || !input.json.body) {\n    throw new Error('Invalid input structure');\n  }\n  \n  const messageData = input.json.body;\n  const message = messageData.message;\n  const callId = messageData.call_id || 'unknown';\n  const userName = messageData.call_data?.userName || 'Unknown User';\n  \n  // Validate message structure\n  if (!message || !message.message) {\n    throw new Error('Message content is missing');\n  }\n  \n  // Initialize scoring\n  let opportunityScore = 0;\n  const detectedSignals = [];\n  const alerts = [];\n  \n  // Buying Signal Detection with Scoring\n  const buyingSignals = {\n    high_intent: {\n      keywords: ['purchase', 'buy', 'implement', 'contract', 'agreement', 'sign up', 'ready to move forward'],\n      score: 30,\n      label: '\ud83d\udd25 High Purchase Intent'\n    },\n    decision_maker: {\n      keywords: ['decision maker', 'my team', 'our company', 'we need', 'our budget', 'my boss', 'approval from'],\n      score: 25,\n      label: '\ud83d\udc54 Decision Maker Indicator'\n    },\n    demo_request: {\n      keywords: ['demo', 'trial', 'test', 'try it', 'see it in action', 'show me', 'walk through'],\n      score: 25,\n      label: '\ud83d\udda5\ufe0f Demo Request'\n    },\n    timeline: {\n      keywords: ['when can', 'how soon', 'timeline', 'start date', 'implement by', 'deadline', 'need this by'],\n      score: 20,\n      label: '\u23f0 Timeline Discussion'\n    },\n    budget: {\n      keywords: ['budget', 'cost', 'pricing', 'investment', 'roi', 'pay', 'afford', 'price point'],\n      score: 15,\n      label: '\ud83d\udcb0 Budget Discussion'\n    },\n    interest: {\n      keywords: ['interested', 'tell me more', 'sounds good', 'like this', 'impressive', 'exactly what', 'perfect'],\n      score: 15,\n      label: '\ud83d\udc4d Positive Interest'\n    },\n    problem_fit: {\n      keywords: ['solve our problem', 'exactly what we need', 'perfect for us', 'this would help', 'addresses our'],\n      score: 20,\n      label: '\u2705 Strong Problem-Solution Fit'\n    }\n  };\n  \n  // Negative Signal Detection\n  const negativeSignals = {\n    price_objection: {\n      keywords: ['too expensive', 'cant afford', 'over budget', 'too much', 'cheaper option', 'cost too high'],\n      score: -25,\n      label: '\ud83d\udcb8 Price Objection'\n    },\n    not_interested: {\n      keywords: ['not interested', 'no thanks', 'not for us', 'pass', 'not looking', 'don\\'t need'],\n      score: -30,\n      label: '\u274c Not Interested'\n    },\n    timing: {\n      keywords: ['not right now', 'maybe later', 'next year', 'not a priority', 'down the road', 'future'],\n      score: -15,\n      label: '\u23f8\ufe0f Bad Timing'\n    },\n    just_browsing: {\n      keywords: ['just looking', 'researching', 'comparing options', 'early stages', 'exploring', 'window shopping'],\n      score: -10,\n      label: '\ud83d\udd0d Just Browsing'\n    }\n  };\n  \n  // Competitor Detection \n  const competitors = [\n    'competitor', 'alternative', 'other options', 'shopping around',\n    'comparing', 'versus', 'instead of', 'switch from',\n // Competitor Detection - Add your specific competitors here\n   'competitor1', 'competitor2'\n  ];\n  \n  // Deal Size Indicators\n  const dealSizeIndicators = {\n    enterprise: {\n      keywords: ['enterprise', 'company-wide', 'global', 'multiple teams', 'thousand users', 'all departments', 'entire organization'],\n      multiplier: 10,\n      label: '\ud83c\udfe2 Enterprise Deal'\n    },\n    mid_market: {\n      keywords: ['department', 'team of', 'hundred users', 'multiple locations', 'division', 'several teams'],\n      multiplier: 5,\n      label: '\ud83c\udfec Mid-Market Deal'\n    },\n    small_business: {\n      keywords: ['small team', 'few users', 'startup', 'small business', 'just us', 'handful of people'],\n      multiplier: 1,\n      label: '\ud83c\udfea Small Business Deal'\n    }\n  };\n  \n  // Process message through scoring engine\n  const messageLower = message.message.toLowerCase();\n  \n  // Check buying signals\n  Object.entries(buyingSignals).forEach(([key, signal]) => {\n    if (signal.keywords.some(keyword => messageLower.includes(keyword))) {\n      opportunityScore += signal.score;\n      detectedSignals.push(signal.label);\n    }\n  });\n  \n  // Check negative signals\n  Object.entries(negativeSignals).forEach(([key, signal]) => {\n    if (signal.keywords.some(keyword => messageLower.includes(keyword))) {\n      opportunityScore += signal.score; // Note: score is negative\n      detectedSignals.push(signal.label);\n      alerts.push(`\u26a0\ufe0f Objection Detected: ${signal.label}`);\n    }\n  });\n  \n  // Check for competitors\n  const mentionedCompetitors = competitors.filter(comp => \n    messageLower.includes(comp.toLowerCase())\n  );\n  if (mentionedCompetitors.length > 0) {\n    alerts.push(`\ud83c\udfaf Competitor Mentioned: ${mentionedCompetitors.join(', ')}`);\n    detectedSignals.push('\ud83c\udfc1 Competitor Evaluation');\n  }\n  \n  // Estimate deal size\n  let dealSizeEstimate = 'standard';\n  let dealMultiplier = 2;\n  Object.entries(dealSizeIndicators).forEach(([size, indicator]) => {\n    if (indicator.keywords.some(keyword => messageLower.includes(keyword))) {\n      dealSizeEstimate = size;\n      dealMultiplier = indicator.multiplier;\n      detectedSignals.push(indicator.label);\n    }\n  });\n  \n  // Determine lead temperature\n  let leadTemperature = '\ud83e\uddca Cold';\n  let alertUrgency = 'low';\n  if (opportunityScore >= 70) {\n    leadTemperature = '\ud83d\udd25 Hot';\n    alertUrgency = 'high';\n    alerts.push('\ud83d\udea8 HOT LEAD DETECTED!');\n  } else if (opportunityScore >= 40) {\n    leadTemperature = '\ud83c\udf21\ufe0f Warm';\n    alertUrgency = 'medium';\n  } else if (opportunityScore >= 20) {\n    leadTemperature = '\ud83d\ude0e Cool';\n    alertUrgency = 'low';\n  }\n  \n  // Extract numbers for deal size estimation - Improved regex\n  const numberMatches = messageLower.match(/\\$?\\d{1,3}(?:,\\d{3})*(?:\\.\\d{2})?[km]?|\\d+[km]/gi);\n  let estimatedValue = null;\n  if (numberMatches && numberMatches.length > 0) {\n    // Convert to standardized number\n    const lastNumber = numberMatches[numberMatches.length - 1];\n    let parsedValue = 0;\n    \n    if (lastNumber.toLowerCase().includes('k')) {\n      parsedValue = parseFloat(lastNumber.replace(/[^0-9.]/g, '')) * 1000;\n    } else if (lastNumber.toLowerCase().includes('m')) {\n      parsedValue = parseFloat(lastNumber.replace(/[^0-9.]/g, '')) * 1000000;\n    } else {\n      parsedValue = parseFloat(lastNumber.replace(/[$,]/g, ''));\n    }\n    \n    // Only set estimatedValue if we got a valid number\n    if (!isNaN(parsedValue) && parsedValue > 0) {\n      estimatedValue = parsedValue * dealMultiplier;\n    }\n  }\n  \n  // Prepare output\n  return [{\n    json: {\n      // Message context\n      callId: callId,\n      userName: userName,\n      timestamp: message.sent_at || new Date().toISOString(),\n      sender: message.sender || 'unknown',\n      message: message.message,\n      \n      // Scoring results\n      opportunityScore: opportunityScore,\n      leadTemperature: leadTemperature,\n      alertUrgency: alertUrgency,\n      \n      // Detected signals\n      detectedSignals: detectedSignals,\n      alerts: alerts,\n      \n      // Competitor intelligence\n      competitorsMentioned: mentionedCompetitors,\n      hasCompetitorMention: mentionedCompetitors.length > 0,\n      \n      // Deal estimation\n      dealSizeCategory: dealSizeEstimate,\n      dealMultiplier: dealMultiplier,\n      estimatedDealValue: estimatedValue,\n      formattedDealValue: estimatedValue ? `$${estimatedValue.toLocaleString()}` : 'Not detected',\n      \n      // Action recommendations\n      recommendedActions: generateRecommendations(opportunityScore, detectedSignals),\n      \n      // Metadata\n      processedAt: new Date().toISOString(),\n      workflowExecution: $execution?.id || 'unknown',\n      \n      // Success indicator\n      success: true,\n      error: null\n    }\n  }];\n  \n} catch (error) {\n  // Return error response\n  return [{\n    json: {\n      success: false,\n      error: error.message,\n      callId: 'error',\n      userName: 'Unknown',\n      timestamp: new Date().toISOString(),\n      opportunityScore: 0,\n      leadTemperature: '\u274c Error',\n      alertUrgency: 'high',\n      alerts: [`\ud83d\udea8 Processing Error: ${error.message}`],\n      recommendedActions: ['\ud83d\udd27 Check input data format', '\ud83d\udcde Contact technical support'],\n      processedAt: new Date().toISOString()\n    }\n  }];\n}"
      },
      "typeVersion": 2
    },
    {
      "id": "88281417-5a4a-414d-9c8f-295ac1b3aeaa",
      "name": "Route Alerts",
      "type": "n8n-nodes-base.switch",
      "position": [
        920,
        -200
      ],
      "parameters": {
        "rules": {
          "values": [
            {
              "outputKey": "hot_lead",
              "conditions": {
                "options": {
                  "version": 2,
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "strict"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "operator": {
                      "type": "string",
                      "operation": "equals"
                    },
                    "leftValue": "={{ $json.alertUrgency }}",
                    "rightValue": "high"
                  }
                ]
              },
              "renameOutput": true
            },
            {
              "outputKey": "competitor_alert",
              "conditions": {
                "options": {
                  "version": 2,
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "strict"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "operator": {
                      "type": "boolean",
                      "operation": "true",
                      "singleValue": true
                    },
                    "leftValue": "={{ $json.hasCompetitorMention }}",
                    "rightValue": "={{ true }}"
                  }
                ]
              },
              "renameOutput": true
            },
            {
              "outputKey": "qualified_lead",
              "conditions": {
                "options": {
                  "version": 2,
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "strict"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "operator": {
                      "type": "number",
                      "operation": "gte"
                    },
                    "leftValue": "={{ $json.opportunityScore }}",
                    "rightValue": 40
                  }
                ]
              },
              "renameOutput": true
            }
          ]
        },
        "options": {
          "fallbackOutput": "none"
        }
      },
      "typeVersion": 3.2
    },
    {
      "id": "0f6ed4eb-c8d4-4c1e-8c03-991d887c83f9",
      "name": "Slack: Hot Lead Alert",
      "type": "n8n-nodes-base.slack",
      "position": [
        1260,
        -260
      ],
      "parameters": {
        "text": "=\ud83d\udd25 *HOT LEAD ALERT!*\n\n*Lead:* {{ $json.userName }}\n*Score:* {{ $json.opportunityScore }} {{ $json.leadTemperature }}\n*Call ID:* `{{ $json.callId }}`\n\n*Message:* _\"{{ $json.message }}\"_\n\n*Detected Signals:*\n{{ $json.detectedSignals.join('\\n') }}\n\n*Recommended Actions:*\n{{ $json.recommendedActions.join('\\n') }}\n\n{{ $json.estimatedDealValue ? `\ud83d\udcb0 *Estimated Deal Value:* ${$json.formattedDealValue}` : '' }}",
        "select": "channel",
        "channelId": {
          "__rl": true,
          "mode": "name",
          "value": "#sales-hot-leads"
        },
        "otherOptions": {
          "mrkdwn": true
        },
        "authentication": "oAuth2"
      },
      "credentials": {
        "slackOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "35d57ba3-432e-444a-bde4-b6bc5a340ee7",
      "name": "Slack: Competitor Alert",
      "type": "n8n-nodes-base.slack",
      "position": [
        1240,
        -120
      ],
      "parameters": {
        "text": "=\ud83c\udfaf *Competitor Intelligence Alert*\n\n*Lead:* {{ $json.userName }}\n*Competitors Mentioned:* `{{ $json.competitorsMentioned.join(', ') }}`\n\n*Context:* _\"{{ $json.message }}\"_\n\n*Current Lead Score:* {{ $json.opportunityScore }} {{ $json.leadTemperature }}\n\n*Recommended Response:*\n\u2694\ufe0f Emphasize unique differentiators\n\ud83d\udcca Share competitive comparison docs\n\ud83c\udfaf Address specific competitor weaknesses",
        "select": "channel",
        "channelId": {
          "__rl": true,
          "mode": "name",
          "value": "#sales-competitors"
        },
        "otherOptions": {
          "mrkdwn": true
        },
        "authentication": "oAuth2"
      },
      "credentials": {
        "slackOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "6ddcb61a-dc4d-4585-b0e2-e7c62eba7b3f",
      "name": "Slack: Qualified Lead",
      "type": "n8n-nodes-base.slack",
      "position": [
        1240,
        20
      ],
      "parameters": {
        "text": "=\ud83d\udcc8 *Qualified Lead Update*\n\n*Lead:* {{ $json.userName }}\n*Score:* {{ $json.opportunityScore }} {{ $json.leadTemperature }}\n\n*Latest Message:* _\"{{ $json.message }}\"_\n\n*Buying Signals:*\n{{ $json.detectedSignals.filter(s => !s.includes('\u274c') && !s.includes('\ud83d\udcb8') && !s.includes('\u23f8\ufe0f') && !s.includes('\ud83d\udd0d')).join('\\n') || 'None detected' }}\n\n*Next Steps:*\n{{ $json.recommendedActions.slice(0, 3).join('\\n') }}",
        "select": "channel",
        "channelId": {
          "__rl": true,
          "mode": "name",
          "value": "#sales-qualified"
        },
        "otherOptions": {
          "mrkdwn": true
        },
        "authentication": "oAuth2"
      },
      "credentials": {
        "slackOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "9efb26ba-abeb-48e3-ad95-e7a14c32ee34",
      "name": "Process Call Summary",
      "type": "n8n-nodes-base.code",
      "position": [
        720,
        20
      ],
      "parameters": {
        "jsCode": "// Process end-of-call summary with final scoring\nconst callData = $input.first().json.body;\nconst messages = callData.messages || [];\n\n// Aggregate scoring across entire conversation\nlet totalScore = 0;\nconst allSignals = new Set();\nconst competitorMentions = new Set();\nlet maxDealValue = 0;\nlet userMessageCount = 0;\n\n// Process each message\nmessages.forEach(msg => {\n  if (msg.sender === 'user') {\n    userMessageCount++;\n    const msgLower = msg.message.toLowerCase();\n    \n    // Check buying signals\n    const buyingKeywords = [\n      { keyword: 'interested', score: 15 },\n      { keyword: 'budget', score: 15 },\n      { keyword: 'timeline', score: 20 },\n      { keyword: 'demo', score: 25 },\n      { keyword: 'trial', score: 25 },\n      { keyword: 'purchase', score: 30 },\n      { keyword: 'implement', score: 30 },\n      { keyword: 'decision maker', score: 25 },\n      { keyword: 'our team', score: 20 }\n    ];\n    \n    buyingKeywords.forEach(item => {\n      if (msgLower.includes(item.keyword)) {\n        totalScore += item.score;\n        allSignals.add(`\u2705 ${item.keyword}`);\n      }\n    });\n    \n    // Check negative signals\n    const negativeKeywords = [\n      { keyword: 'not interested', score: -30 },\n      { keyword: 'too expensive', score: -25 },\n      { keyword: 'maybe later', score: -15 },\n      { keyword: 'just looking', score: -10 }\n    ];\n    \n    negativeKeywords.forEach(item => {\n      if (msgLower.includes(item.keyword)) {\n        totalScore += item.score;\n        allSignals.add(`\u274c ${item.keyword}`);\n      }\n    });\n    \n    // Check competitors\n    const competitors = ['competitor', 'alternative', 'versus', 'comparing'];\n    competitors.forEach(comp => {\n      if (msgLower.includes(comp)) {\n        competitorMentions.add(comp);\n      }\n    });\n  }\n});\n\n// Calculate final metrics\nconst avgMessageScore = userMessageCount > 0 ? totalScore / userMessageCount : 0;\nconst qualificationLevel = \n  totalScore >= 100 ? '\ud83c\udfc6 Highly Qualified' :\n  totalScore >= 50 ? '\u2705 Qualified' :\n  totalScore >= 20 ? '\ud83e\udd14 Needs Nurturing' :\n  '\u2744\ufe0f Not Qualified';\n\nreturn [{\n  json: {\n    callId: callData.call_id,\n    userName: callData.call_data.userName,\n    duration: callData.evaluation?.duration_minutes || 0,\n    totalMessages: messages.length,\n    userMessages: userMessageCount,\n    finalScore: totalScore,\n    averageScore: avgMessageScore.toFixed(1),\n    qualificationLevel: qualificationLevel,\n    uniqueSignals: Array.from(allSignals),\n    competitorsMentioned: Array.from(competitorMentions),\n    callSummary: {\n      topic: callData.evaluation?.topic || 'General Discussion',\n      sentiment: callData.evaluation?.user_sentiment || 'neutral',\n      endTime: callData.call_data.endedAt\n    },\n    recommendations: generateFinalRecommendations(totalScore, allSignals),\n    nextBestAction: totalScore >= 50 ? '\ud83d\udcde Call within 24 hours' : '\ud83d\udce7 Add to nurture campaign'\n  }\n}];\n\nfunction generateFinalRecommendations(score, signals) {\n  const recs = [];\n  if (score >= 100) {\n    recs.push('\ud83c\udfaf Fast-track to sales manager');\n    recs.push('\ud83d\udcc4 Prepare contract immediately');\n    recs.push('\ud83d\udcb0 Custom pricing proposal needed');\n  } else if (score >= 50) {\n    recs.push('\ud83d\udce7 Send personalized follow-up within 2 hours');\n    recs.push('\ud83d\udcc5 Schedule next meeting this week');\n    recs.push('\ud83d\udcca Prepare ROI calculation');\n  } else {\n    recs.push('\ud83c\udf31 Add to nurture campaign');\n    recs.push('\ud83d\udcda Send educational content');\n    recs.push('\u23f0 Check back in 30 days');\n  }\n  return recs;\n}"
      },
      "typeVersion": 2
    },
    {
      "id": "86d700e6-027d-4771-b749-30ad2573bd34",
      "name": "Slack: Call Summary",
      "type": "n8n-nodes-base.slack",
      "position": [
        920,
        20
      ],
      "parameters": {
        "text": "=\ud83d\udcca *Call Summary Report*\n\n*Lead:* {{ $json.userName }}\n*Call Duration:* {{ $json.duration }} minutes\n*Messages:* {{ $json.userMessages }} from user / {{ $json.totalMessages }} total\n\n*Final Qualification:* {{ $json.qualificationLevel }}\n*Total Score:* {{ $json.finalScore }} (Avg: {{ $json.averageScore }}/message)\n\n*Key Signals Detected:*\n{{ $json.uniqueSignals.join('\\n') || 'No strong signals detected' }}\n\n*Competitors Mentioned:* {{ $json.competitorsMentioned.length > 0 ? $json.competitorsMentioned.join(', ') : 'None' }}\n\n*Next Best Action:* {{ $json.nextBestAction }}\n\n*Recommendations:*\n{{ $json.recommendations.join('\\n') }}\n\n---\n_Call ID: `{{ $json.callId }}` | Ended: {{ $json.callSummary.endTime }}_",
        "select": "channel",
        "channelId": {
          "__rl": true,
          "mode": "name",
          "value": "#sales-summaries"
        },
        "otherOptions": {
          "mrkdwn": true
        },
        "authentication": "oAuth2"
      },
      "credentials": {
        "slackOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "786595a2-20fc-4948-89da-918fc08d6b1d",
      "name": "Setup Instructions",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1500,
        -500
      ],
      "parameters": {
        "width": 340,
        "height": 540,
        "content": "## \ud83d\udd27 Configuration Steps\n\n**1. Slack OAuth2 Setup:**\n- Go to Credentials \u2192 New\n- Select \"Slack OAuth2 API\"\n- Follow OAuth flow\n- Grant channel write permissions\n\n**2. Update Channel Names:**\n- Hot Leads \n- Competitors \n- Qualified\n- Summaries\n\n**3. Customize Competitors:**\n- Edit \"Score Sales Opportunity\"\n- Add your competitor names\n- Adjust scoring weights\n\n**4. Test Webhook:**\n- Use webhook test URL\n- Send sample user message"
      },
      "typeVersion": 1
    }
  ],
  "active": true,
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "a83151b3-1111-41e2-a9f9-b8680f2dd64f",
  "connections": {
    "Route Alerts": {
      "main": [
        [
          {
            "node": "Slack: Hot Lead Alert",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Slack: Competitor Alert",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Slack: Qualified Lead",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Acknowledge Receipt": {
      "main": [
        [
          {
            "node": "Filter User Messages",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Filter User Messages": {
      "main": [
        [
          {
            "node": "Score Sales Opportunity",
            "type": "main",
            "index": 0
          }
        ],
        []
      ]
    },
    "Process Call Summary": {
      "main": [
        [
          {
            "node": "Slack: Call Summary",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Score Sales Opportunity": {
      "main": [
        [
          {
            "node": "Route Alerts",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "BeyondPresence Real-Time Webhook": {
      "main": [
        [
          {
            "node": "Acknowledge Receipt",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}

Credentials you'll need

Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.

• slackOAuth2Api

About this workflow

Monitor BeyondPresence video agent conversations in real-time to automatically score leads (0-100+) based on buying signals and send instant Slack alerts when hot opportunities or competitors are mentioned. This template helps sales teams prioritize leads immediately, never miss…

Source: https://n8n.io/workflows/4454/ — original creator credit. Request a take-down →

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