Internal tool - Conversational outbound sales with explicit review

A conversational interface for a controlled outbound-sales workflow. Internal tool.

Client
BeeNex — BeeSales
Year
Service
Internal tools, Sales automation, Conversational AI, Human review
Engagement
Internal tool

The Challenge

An outbound workflow involved moving between lead sheets, research, drafts and sending tools, with reusable writing rules scattered across sessions.

The Approach

BeeNex built an MCP-based workflow for lead import, source-backed research, versioned drafts and editable writing personas. Explicit approval, suppression checks, duplicate-send controls and send logs connect the conversational experience to email delivery.

Capabilities

  • CSV lead import
  • Duplicate detection
  • Web research and source URLs
  • Versioned drafts
  • Researcher/writer/reader personas
  • Persistent opt-in writing rules
  • Approval gate
  • Suppression checks
  • Duplicate-send guard
  • Brevo sending and logs
  • Two documented deployments

Workflow

  1. Import
  2. Research
  3. Draft
  4. Revise
  5. Approve
  6. Check suppression
  7. Send
  8. Log
  • MCP
  • Baserow
  • Tavily
  • Brevo
  • Google Cloud
  • Coolify
  • Hetzner

Outcome

The build record describes a deployed conversational workflow with draft history, approval and real sending. Its value is demonstrated through the working process rather than a claimed revenue result.

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Our Office

  • Melbourne, FL
    2412 Irwin St
    Melbourne, FL 32901