TriColor-built solution
AI Employee Platform
A practical platform for lead handling and conversations through WhatsApp, with configurable stages, lead capture, and human hand-off.
Demonstration environment · Fictional sample data
Platform overview
- app.tricolor.example / dashboard
Dashboard summarising active conversations, qualified leads, and items awaiting human review.
What it does
The AI Employee Platform demonstrates how TriColor connects AI to real business workflows: WhatsApp Business API, Firebase, OpenAI Responses API, configurable industry experiences, lead qualification, and governed human approval paths.
- WhatsApp Business API integration with configurable conversation stages
- Structured lead capture and qualification in Firebase
- Human hand-off and approval before CRM updates
- Integration with existing CRM and enterprise systems
Product interface sequence
Conversation, qualification, human ownership, configuration, CRM integration, and audit.
- app.tricolor.example / dashboard
Dashboard summarising active conversations, qualified leads, and items awaiting human review. - Emma Wilson Northstar Fitness GroupWhatsApp
Hi Emma — thanks for reaching out to TriColor. I can help with integration and platform questions. What are you looking to solve?
We need a membership platform that connects our clubs, billing, and mobile app across 40 locations.
Understood. Are you replacing an existing system or integrating with current ERP and CRM tools?
Both — Salesforce for sales and a legacy billing stack we want to modernise.
Stage: Capture · Score 82/100WhatsApp thread with configurable qualification stages for the same fictional lead. - app.tricolor.example / leads / northstar-fitness
Structured lead record with owner assignment and review-required status before CRM sync. - app.tricolor.example / settings / conversation-stages
Industry conversation stages mapped to qualification logic and hand-off rules. - app.tricolor.example / integrations / crm
Integration status showing pending human approval before CRM record creation. - app.tricolor.example / monitoring / audit
Activity log for conversation events, approvals, and integration actions.
Governed workflow architecture
- Channel / external
- AI orchestration
- Human control
- Enterprise systems
Swimlane diagram with four rows: Channel inputs, AI orchestration, human control points, and enterprise system integrations. A bottom rail covers monitoring, evaluation, audit history, and data boundaries.
How it works
-
Lead arrives
Via WhatsApp or connected channel.
-
Agent responds
Configurable conversation stages and qualification.
-
Data captured
Structured lead data stored in Firebase.
-
Human review
Approval or hand-off when required.
-
CRM integration
Connected to existing systems where configured.
What AI can and cannot do
Agents can handle structured conversations, qualify leads, and route work, but they require clear boundaries, data-access controls, evaluation, monitoring, and human escalation for sensitive decisions.