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Leads Wizard Development Timeline

Day 1-2: Initial Development

  • I experiment with making a custom GPT, "Social Media Wizard", to assist in responding to inbound queries on a social media management platform.
  • I started with a manual Google Keep clipboard system to reduce workflow complexity.

Day 3: Fine-Tuning Prompts

  • I refined the Wizard to improve its responsiveness and accuracy.

Day 12: Strategic Planning and Updates

  • After discussions with stakeholders, I documented feedback, aligned long-term strategies for sales and growth, and updated the Wizard to reflect these considerations.

Day 15: Rebranding and Knowledge Integration

  • I rebranded the tool as the "Leads Wizard" with a professional new logo. I added detailed service information and external knowledge integration with manually curated FSL.

Day 16-17: Personalization and Lead Scoring

  • I developed a dynamic lead scoring system and introduced an "inner monologue" for better decision-making. Bugs were identified and improvements outlined.

Day 22: Refining Knowledge Base

  • I restructured FSL examples and core system prompts for improved domain information clarity and consistency.

Day 25-27: Empathy and Engagement Enhancements

  • I integrated dynamic lead scoring systems, refined inner monologue CoT mechanisms for contextually aware product and service recommendations, and to improve conversation fluidity.
  • LW now varied responses dynamically to increase engagement and novelty, and guided users toward meaningful interactions, including redirecting to company service platforms for further engagement.

Day 28: Modular Architecture

  • I ideated & brainstormed different methods for dynamic information retrieval and deposition, and conceptualized "Context Containers" as fluid but uniform data schemas.
  • I discussed and learned further LLM limitations with technical leadership to understand strategic implementation vs iterative improvements to LW.
  • I reorganized knowledge base data into modular schema with scalability in mind.

Day 34: Completion of First prototype

  • After feedback from stakeholders and collaboration with sales, marketing and growth teams, I refined the entire workflow of LW to optimize lead response time and meet standards.
  • LW now seamlessly combined tailored personalization, empathy, dynamic scoring, and integrated tools, recommendations and knowledge bases.

Day 42-46: API integration and Workflow Overhaul

  • After discussions with executive & technical leadership, a streamlined version of LW is integrated into API workflows and adopted for cross-platform and multi-team automation.