Identify Lead

This tool analyzes visitor behavior and information to identify potential leads and stores their data in the system.

Input Schema


{
  "visitor_id": "string", // Required - ID of the visitor to identify as a lead
  "lead_score": "number", // Optional - Score indicating lead potential (1-100)
  "source": "string", // Optional - Where the lead originated from (website, referral, ad campaign, etc.)
  "contact_info": { // Optional - Contact information if available
    "name": "string",
    "email": "string",
    "phone": "string"
  },
  "company_info": { // Optional - Company information if available
    "name": "string",
    "size": "string", // small, medium, large, enterprise
    "industry": "string"
  },
  "interest_level": "string", // Optional - Level of interest (low, medium, high)
  "product_interest": ["string"], // Optional - Array of product IDs the visitor showed interest in
  "pages_visited": ["string"], // Optional - Array of page URLs the visitor viewed
  "time_spent": "number", // Optional - Total time spent on site (in seconds)
  "visit_count": "number", // Optional - Number of times the visitor has been to the site
  "notes": "string" // Optional - Additional information about the lead
}

Output Schema


{
  "success": "boolean",
  "lead": {
    "id": "string",
    "visitor_id": "string",
    "lead_score": "number",
    "source": "string",
    "contact_info": {
      "name": "string",
      "email": "string",
      "phone": "string"
    },
    "company_info": {
      "name": "string",
      "size": "string",
      "industry": "string"
    },
    "interest_level": "string",
    "product_interest": ["string"],
    "pages_visited": ["string"],
    "time_spent": "number",
    "visit_count": "number",
    "notes": "string",
    "status": "string", // new, contacted, qualified, converted, lost
    "created_at": "string",
    "updated_at": "string"
  },
  "next_actions": [ // Suggested follow-up actions based on lead analysis
    {
      "action_type": "string", // email, call, demo, content
      "priority": "string", // low, medium, high
      "description": "string"
    }
  ],
  "error": "string" // Only included if there was an error
}

Description

The Identify Lead tool converts anonymous website visitors into potential leads by:

Creating a new record in the “leads” collection with visitor information
Analyzing visitor behavior patterns to determine lead quality and potential
Automatically assigning a lead score based on engagement metrics
Suggesting appropriate follow-up actions based on the lead’s profile
Linking the lead record to any existing visitor session data

This tool helps sales teams prioritize outreach to visitors who demonstrate the highest likelihood of conversion based on their interactions with the website.

Example Usage


// Example 1: Basic lead identification with minimal information
{
  "visitor_id": "vis_78910",
  "source": "organic_search",
  "pages_visited": [
    "/products",
    "/pricing",
    "/contact"
  ],
  "time_spent": 320,
  "visit_count": 2
}
 
// Example 2: Detailed lead identification with complete information
{
  "visitor_id": "vis_78910",
  "lead_score": 85,
  "source": "linkedin_campaign",
  "contact_info": {
    "name": "Jane Smith",
    "email": "jane.smith@example.com",
    "phone": "+1-555-123-4567"
  },
  "company_info": {
    "name": "Acme Corporation",
    "size": "medium",
    "industry": "manufacturing"
  },
  "interest_level": "high",
  "product_interest": ["prod_123", "prod_456"],
  "pages_visited": [
    "/products/enterprise",
    "/case-studies/manufacturing",
    "/pricing/business",
    "/book-demo"
  ],
  "time_spent": 720,
  "visit_count": 5,
  "notes": "Requested product information via chat widget"
}

Error Handling

The tool will return an error in the following scenarios:

Missing required field (visitor_id)
Invalid visitor ID (visitor not found in the database)
Invalid lead score (must be between 1-100 if provided)
Invalid format for contact information
Duplicate lead (visitor already identified as a lead)

If an error occurs, the response will include an error field with a descriptive message, and the success field will be false.