slide.code

### Visual Implementation of AI-Powered Lead Scoring for Sortd

**Context:** The sales team at *Acme Corp* uses Sortd to manage leads in their Gmail shared inbox (`[email protected]`). They want to automate lead scoring based on email engagement, reply sentiment, and CRM data to prioritize high-value leads. We’ll use Slide.code to build a visual vibe-coded module that integrates with HubSpot’s API and Gmail’s AI features.

---

#### **1. UI Components Designed in Slide.code**
- **Kanban Board Overlay:** A floating panel in Sortd that displays a "Lead Score" column alongside the default "To Do," "In Progress," and "Done" columns. Each card now shows:
  - **Score (0-100):** Dynamically updated based on engagement metrics.
  - **Confidence Indicator:** A color-coded bar (green/yellow/red) showing the reliability of the score.
  - **Quick Actions:** Buttons to "Recalculate Score" or "Sync with HubSpot."

- **Score Details Modal:** Clicking a card opens a modal with:
  - **Engagement Metrics:** Open rate, reply sentiment (positive/neutral/negative), and attachment downloads.
  - **CRM Data:** HubSpot lead status, deal stage, and last activity date.
  - **AI-Generated Insights:** Suggested next steps (e.g., "Follow up with a demo request" or "Escalate to Account Executive").

- **Automation Triggers:** A settings panel where admins can configure:
  - **Scoring Rules:** Weighted factors (e.g., 40% reply sentiment, 30% email opens, 30% HubSpot activity).
  - **Thresholds:** Auto-move leads to "High Priority" if score > 80.
  - **Sync Schedule:** Real-time or hourly updates.

---

#### **2. Logic and API Connections**
- **Gmail AI Integration:**
  - Uses Gmail’s built-in AI to analyze reply sentiment (via `gmail.googleapis.com/v1/users/me/messages`).
  - Tracks email opens via pixel tracking (embedded in Sortd’s email templates).
  - Example API call to fetch sentiment:
    ```python
    def analyze_sentiment(email_id):
        response = gmail_service.users().messages().get(
            userId='me',
            id=email_id,
            format='metadata',
            metadataHeaders=['Subject', 'From']
        ).execute()
        # Use Gmail's AI to classify sentiment (simplified for example)
        sentiment = gmail_ai_client.classify_sentiment(response['snippet'])
        return sentiment
    ```

- **HubSpot CRM Sync:**
  - Pulls lead status, deal stage, and activity history via HubSpot’s REST API (`crm.objects.contacts`).
  - Pushes updated lead scores back to HubSpot as custom properties.
  - Example API call to fetch CRM data:
    ```python
    def get_hubspot_lead_data(contact_id):
        response = requests.get(
            f"https://api.hubapi.com/crm/v3/objects/contacts/{contact_id}",
            headers={"Authorization": f"Bearer {HUBSPOT_API_KEY}"}
        )
        return response.json()
    ```

- **Scoring Algorithm:**
  - Combines metrics into a weighted score:
    ```python
    def calculate_lead_score(engagement, crm_data):
        score = (
            (engagement['reply_sentiment_score'] * 0.4) +  # 40% weight
            (engagement['open_rate'] * 0.3) +             # 30% weight
            (crm_data['deal_stage_priority'] * 0.2) +      # 20% weight
            (crm_data['last_activity_days'] * -0.1)       # -10% weight (older activity = lower score)
        )
        return max(0, min(100, score))  # Clamp between 0-100
    ```

---

#### **3. Error Handling**
- **API Failures:**
  - If HubSpot API is down, the module falls back to Gmail-only scoring and logs an error to Sortd’s activity feed.
  - Retry logic with exponential backoff for transient failures.
- **Data Gaps:**
  - If CRM data is missing, the score defaults to Gmail engagement metrics with a warning icon.
- **Rate Limits:**
  - Implements a debounce mechanism to avoid hitting Gmail/HubSpot API rate limits (e.g., max 10 requests/minute).

---

#### **4. Testing with Sample Data**
**Input Data:**
```json
{
  "lead_email": "[email protected]",
  "gmail_metrics": {
    "open_count": 5,
    "reply_sentiment": "positive",
    "attachments_downloaded": 2
  },
  "hubspot_data": {
    "deal_stage": "qualified_lead",
    "last_activity_date": "2023-10-15",
    "deal_value": 15000
  }
}
```

**Output:**
- **Lead Score:** 87/100
- **Confidence:** High (all data sources available)
- **Suggested Action:** "Schedule demo with John Doe. High engagement and positive sentiment."
- **Kanban Update:** Card moves to "High Priority" column automatically.

---

#### **5. Deployment Steps**
1. **Install Slide.code Extension:** Add the Slide.code extension to Sortd’s Chrome extension.
2. **Configure API Keys:** Enter HubSpot and Gmail API keys in Sortd’s settings.
3. **Set Scoring Rules:** Define weights and thresholds in the automation panel.
4. **Test with Sample Leads:** Run the module on 5-10 historical leads to validate scores.
5. **Roll Out to Team:** Enable for the entire sales team and monitor error logs.

---

**Result:** The sales team at *Acme Corp* reduced lead response time by 40% and increased conversion rates by 25% by prioritizing high-scoring leads. The module now handles 200+ leads daily with zero manual intervention.