Selected work / Local browser demo

Portfolio demo

Lead intake demo

Enter fictional project details to see form checks, priority rules, and a sample response. No CRM record is created and no email is sent.

Portfolio demoValidationRouting rules

The scenario

What this demo explores.

A new inquiry needs enough information to evaluate the project, contact the person, and decide when to follow up.

Enter fictional details to see how the demo checks fields, assigns a priority, and previews a response and follow-up plan. All records and timeline events stay in the browser.

The example makes the routing rules visible, so you can see why an inquiry receives a particular priority.

Interactive demonstration

Try the workflow.

This demo runs in your browser with fictional data and scripted results. It does not send messages or connect to external services.

Interactive portfolio demo

Try a lead intake demo

Use fictional details. Everything runs in your browser; nothing is sent to a server. Results are temporary.

1. Sample inquiry

Project details

2. Sample timeline

Local demo activity

Ready
  1. Sample inquiry read
  2. Form fields checked
  3. Lead scored with fixed rules
  4. Local result prepared
  5. CRM update simulated
  6. Reply draft prepared
  7. Follow-up queue simulated

Run a sample inquiry to see its score, reply draft, and simulated CRM activity.

Demo workflow

How the example works.

WorkflowThe lead intake example

Check the fields, apply priority rules, and preview the record and response.

  1. 01Lead formSample inquiry
  2. 02SubmissionReceive request
  3. 03ValidationCheck input
  4. 04ClassificationApply rules
  5. 05RecordBrowser-only record
  6. 06Follow-upDraft + timeline

Design considerations

The logic behind the example.

The demo shows inputs, rule checks, and result states. The notes below distinguish the local example from requirements for a real integration.

01

Structured input validation

The demo checks required fields and email format before generating a result.

02

Deterministic routing rules

The demo assigns priority from explicit rules based on the submitted project details.

03

Structured record preview

The result groups the inquiry fields, priority, and planned actions in a browser-only record.

04

A real CRM connection

A real CRM connection would need provider-specific authentication, field mapping, storage, and error handling.

05

Response drafting

The response preview inserts project details into a local template. It is not generated by a live AI service or sent by email.

06

Follow-up preview

The timeline shows sample follow-up actions without scheduling or sending them.

Reliability considerations

What happens when something goes wrong?

01

Validation before the preview

The local input is checked before the demo generates its record and timeline. No external action follows.

02

Field-level guidance

Missing or invalid fields produce messages beside the relevant inputs.

03

Retries in a real system

A real CRM or email integration would need event IDs, persistent records, and retries suited to the provider.

04

Local event timeline

The demo shows fixed example times to illustrate the sequence. This is a local display, not a production audit log.

Beyond the demo

What a live integration would need.

A live integration would require provider-specific development, account access, secure data handling, and tests for failure and recovery. These requirements are not implemented by the browser demo.

  • Authentication, rate limiting, and spam protection on the public endpoint
  • A real CRM connection with mapped custom fields and error monitoring
  • Email templates, sending-domain setup, and human review rules
  • Persistent lead records, assignment, reporting, and consent-aware retention
Concepts demonstrated
  • Form validation
  • Priority rules
  • Response preview
  • Retry preview

Interested in the code or a website project?

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