AI-Powered Sales Email Follow-Up Agent

Overview

Production-ready system for automating sales email responses, intent detection, follow-ups, and meeting scheduling.

Features:

• Real-time email ingestion (mock SMTP; easy Gmail API swap)
• AI intent classification & auto-reply generation (OpenAI)
• Automated follow-ups & conversation tracking
• Mock meeting scheduler
• FastAPI dashboard APIs
• SQLite DB (Postgres ready)

Quick Start

1. cd ai_sales_agent
   pip install -r requirements.txt
   cp .env.example .env
   # Edit .env: Add OPENAI_API_KEY or set USE_MOCK_AI=true

2. Run API + Scheduler:

   python run.py

   • API: http://localhost:8000/docs
   • Mock SMTP: Connect to localhost:1025 (use any email client or swaks)

3. Test Flow:

   • Send email to mock SMTP (e.g., swaks --to test@example.com --server localhost:1025)
   • Check GET /api/v1/leads
   • POST /api/v1/emails/process with sample payload
   • Wait for scheduler or GET /api/v1/pending-followups
   • Test replies/meetings via API docs

Architecture

See TODO.md for implementation status.

Modules:

• email_ingestion: Parses incoming emails
• ai_layer: Intent & response AI
• follow_up: Scheduler logic
• meeting_scheduler: Calendar mock
• DB: Leads → Emails → Conversations → Meetings

Production Deployment

1. Set DB_URL=postgresql://...
2. Replace mock email with Gmail API (google-api-python-client)
3. Use Celery + Redis for production scheduling
4. Docker: See docker-compose.yml

API Endpoints

• /api/v1/leads - Manage leads
• /api/v1/emails/process - Process incoming email
• /api/v1/followups/pending - View pending FUs
• /api/v1/meetings/schedule - Book meetings

Sample Requests

# Process email
curl -X POST "http://localhost:8000/api/v1/emails/process" \
  -H "Content-Type: application/json" \
  -d '{
    "sender_email": "lead@example.com",
    "subject": "Pricing inquiry",
    "body": "How much does it cost?"
  }'

# List leads
curl "http://localhost:8000/api/v1/leads"

Testing

pytest tests/

Environment Vars

See .env.example.

Optional Enhancements

• Gmail API integration
• Google Calendar
• React dashboard
• Rate limiting
• Webhooks for real-time