LeadInsight is an AI-driven lead management and tracking tool designed to optimize lead engagement and streamline follow-up processes. It processes leads from CSV files, evaluates them using advanced AI models, and provides real-time tracking and automated actions to enhance lead conversion.

• CSV Upload and Validation: Upload CSV files containing leads and validate them against a predefined structure.
• AI-Powered Lead Processing: Utilize AI models to evaluate leads and generate personalized messages.
• Real-Time Tracking: Monitor lead processing in real-time with a comprehensive logging system.
• Leads Dashboard: View, filter, and sort leads. Download leads as CSV files for further analysis.
• Automated Follow-Up Actions: Track lead follow-up steps and automate actions like sending messages after a specified delay.
• Cost Tracking: Monitor AI processing costs in real-time with an integrated dashboard.

• Node.js and npm installed
• PostgreSQL database
• API keys for AI models (Undrstnd Labs)

1. Clone the repository:

   git clone https://github.com/undrstnd-labs/lead-insight.git
   cd lead-insight

2. Install dependencies:

   pnpm install

3. Set up environment variables: Create a .env file in the root directory and add your database URL and API keys:

   DATABASE_URL=postgresql://your_username:your_password@localhost:5432/lead-insight
   

4. Run Prisma migrations:

   pnpm db:migrate

5. Start the development server:

   pnpm run dev

1. Upload CSV: Navigate to the home page and upload your CSV file containing leads.
2. Monitor Processing: View real-time processing status on the lead processing page.
3. Manage Leads: Use the leads dashboard to filter, sort, and download leads.
4. Track Follow-Up: Monitor lead follow-up steps and automate actions on the lead tracking page.

Contributions are welcome! Please open an issue or submit a pull request.

This project is licensed under the MIT License.

For any inquiries, please contact malek@undrstnd.dev.