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Ask HN: Evaluating a New AI Agent for CRM Follow-Ups (200 Messages in Production) – Is It Worth It?

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Unlocking Innovation in CRM Automation: A Prototype Journey

As a passionate software developer, I’m diving deep into a proof-of-concept for a friend’s sales agency. The goal? Create a lightweight agent that seamlessly integrates with their CRM, AgencyZoom, to handle repetitive lead follow-ups. Here’s what I’ve accomplished so far:

  • Operational State: Currently running in production and facilitating human-approved actions.
  • Usage Stats: Successfully sent ~200 texts with promising initial behaviors.
  • Tech Stack: Built with TypeScript, leveraging functional programming and Domain Driven Design patterns for clean logic.

However, embracing this new tech isn’t without its challenges:

  • Prompt Tuning: Navigating AI decision-making, especially for nuanced human-like responses.
  • Infrastructure Pain Points: Significant effort on managing API integrations, retries, and state management.

I’m eager for feedback! Is there a niche worth exploring here, or am I reinventing the wheel? Let’s connect and discuss! Your insights will shape the future of this journey. 🚀

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