12. Build an AI CRM Assistant

flowchart TD
    subgraph CRM_SOURCES["CRM Data"]
        SF["Salesforce API"]
        HS["HubSpot API"]
        EMAIL["Email Integration"]
    end
    subgraph AI_SERVICES["AI Services"]
        SCORE["Lead Scoring\nConversion prediction"]
        DRAFT["Email Drafting\nPersonalized outreach"]
        BRIEF["Meeting Briefs\nContext preparation"]
        FORECAST["Forecasting\nRevenue prediction"]
        SUMMARY["Account Summaries\nRelationship overview"]
    end
    subgraph STORE["Storage"]
        PG["PostgreSQL\nSynced data"]
        VDB["pgvector\nEmbeddings"]
        REDIS["Redis\nCache"]
    end

    CRM_SOURCES --> STORE
    STORE --> AI_SERVICES

    style CRM_SOURCES fill:#3b82f6,color:#fff
    style AI_SERVICES fill:#22c55e,color:#fff
    style STORE fill:#f59e0b,color:#fff

flowchart LR
    LEAD["New Lead"] --> EXTRACT["Extract Features\nIndustry, size, source, engagement"]
    EXTRACT --> SCORE_MODEL["ML Model\nGradient Boost / LLM"]
    SCORE_MODEL --> TIER{"Score Tier"}
    TIER -->|"> 80"| HOT["🔥 Hot Lead\nImmediate follow-up"]
    TIER -->|"50-80"| WARM["💡 Warm Lead\nNurture sequence"]
    TIER -->|"< 50"| COLD["❄️ Cold Lead\nLong-term nurture"]

    style SCORE_MODEL fill:#3b82f6,color:#fff
    style HOT fill:#ef4444,color:#fff
    style WARM fill:#f59e0b,color:#fff
    style COLD fill:#3b82f6,color:#fff