Sales & Lead Management
Automated new client intake, triage to the right expert, smooth handoff.
Liona unifies new client intake from all channels. Chat AI gathers requirement info, AI Assignment triages to the right expert based on expertise and capacity. CRM tracks status from intake to onboarding completion.
Built on LionaCX →
All use casesThe problem
Manual client intake slow, inaccurate triage, chaotic handoff.
- New client info is gathered manually, slow and incomplete.
- Triage to experts is inaccurate, clients routed to the wrong person.
- Handoff to experts is chaotic because conversation context is lost.
- No status tracking, clients don't know their onboarding progress.
How it works
- 1
New client arrives
New clients reach out via WhatsApp, email, or walk-in with their needs.
- 2
AI gathers info
Chat AI gathers client requirement info automatically (industry, scope, timeline, budget).
- 3
Triage to expert
AI Assignment triages to the right expert based on expertise and capacity.
- 4
Handoff & onboarding
Expert receives the client with full context, onboards, CRM tracks to completion.
Questions
How does the AI determine the right expert for a client?
AI Assignment considers expert expertise (industry, technology, project type), current capacity (workload), region, and previous client ratings. The system finds the best match between client needs and expert profile.
Can clients choose their own expert?
Yes, clients can request a specific expert if they have a preference. AI Assignment will honor the client's preference as long as the expert is available and has capacity.
What if the routed expert can't handle the case?
Experts can request re-assignment via the dashboard. AI Assignment will find a suitable alternative expert and transfer full context, so the client doesn't need to repeat info.