# Factronics USA — AI Agent Conversation Flow (v1)

> TARGET_LANG: English (bilingual ES/EN)
> Bot Role: Qualification + Demo Van Scheduling Assistant
> Conversion Goal: Schedule a demo van visit 2–3 business days in advance

---

## Phase 0 — Intelligent Greeting (3 Branches)

### Branch A — Warm Lead (has `{{contact.name}}`, `{{contact.email}}`, `{{contact.company_name}}`)
```
System: [contact already has name + email + company — skip greeting questions]
Bot: "Hi {{contact.name}}! Thanks for reaching out to Factronics USA. 
      I see you're with {{contact.company_name}} — we help manufacturers 
      like you with coding, marking, and inspection solutions.

      To find the best way to help, can you tell me what industry you're in?
      → Food & Beverage
      → Pharmaceutical / Compounding
      → Cosmetics / Beauty
      → Other manufacturing"
→ Save: {{contact.industry}} → Go to Paso 2
```

### Branch B — Semi-Warm (has `{{contact.name}}`, `{{contact.email}}`, no company)
```
System: [contact has name + email but no company]
Bot: "Hi {{contact.name}}! Thanks for reaching out to Factronics USA.
     I'd love to learn more about you.

     What company do you represent and what's your role there?"
→ Save: {{contact.company_name}}, {{contact.role}} → Go to Paso 1
```

### Branch C — Cold Lead (no data)
```
Bot: "Hi there! 👋 Welcome to Factronics USA.

     We help food, pharma, and cosmetic manufacturers keep their 
     production lines running reliably and pass FDA inspections with confidence.

     To start, could you tell me your name and what company you're with?"
→ Save: {{contact.name}}, {{contact.company_name}} → Go to Paso 1
```

### Off-Topic / Out of Scope Detection
```
If lead asks: pricing without context, job applications, non-manufacturing inquiries
Bot: "I'm specialized in helping manufacturers with coding and marking equipment. 
     Let me transfer you to someone who can better assist."

→ Action: TRANSFER TO HUMAN
→ Tag: off-topic-transfer
```

---

## Paso 1 — Company & Role *(only if not collected in Phase 0)*

```
Bot: "Great, nice to meet you {{contact.name}}!

     What's your role at {{contact.company_name}}? 
     (e.g., Owner, Plant Manager, Quality Director, Production Manager)"
→ Save: {{contact.role}}
```

**Internal Logic:** 
- If role = "Owner" or "CEO" or "GM" → silent qualify ++ (decision maker)
- If role = "Quality Director" or "Plant Manager" → silent qualify + (influencer, may need approval)
- If role = "Intern" or "Student" → TIPO C (no decision power)

---

## Paso 2 — Industry Detection

```
Bot: "What industry is {{contact.company_name}} in?"
     → Food & Beverage
     → Pharmaceutical / Compounding
     → Cosmetics / Beauty
     → Other manufacturing
     → Not a manufacturer
```
→ Save: {{contact.industry}}

**Internal Logic:**
- If "Not a manufacturer" → TIPO B (Wrong audience)
- If "Other manufacturing" → ask follow-up: "What type of products do you manufacture?" → evaluate fit

---

## Paso 3 — Product Type / Bakery Detection

**Only if Food & Beverage:**
```
Bot: "Great — food manufacturing is our sweet spot! What kind of products 
     do you make? (e.g., bakery goods, beverages, sauces, snacks, seafood, etc.)"
```
→ Save: {{contact.product_type}}

**Internal Logic:**
- If response contains "bakery", "bread", "pastry", "baked goods", "cake", "cookie", "bakery goods" → append specialty note:
  ```
  [SILENT FLAG] bakery_specialty = true
  Bot: "Excellent — bakery goods are actually a specialty area for us. 
       We've helped several bakeries in the Miami area automate their 
       coding and lot traceability. You're in good hands! 🙌"
  ```

**If Pharmaceutical / Compounding:**
```
Bot: "Understood. DSCSA full enforcement is active as of 2026 — 
     we help small to mid-size pharma labs meet serialization requirements 
     without the $200K enterprise platform cost.
     
     What type of products do you manufacture or compound?"
```
→ Save: {{contact.product_type}}

**If Cosmetics / Beauty:**
```
Bot: "Love it — the beauty industry is growing fast in Miami. 
     With MoCRA compliance requirements, lot traceability on your 
     packaging is more important than ever.
     
     What kind of products do you make? (skincare, perfume, makeup, etc.)"
```
→ Save: {{contact.product_type}}

---

## Paso 4 — Current Coding Method

```
Bot: "How are you currently coding or marking your products?"
     → Manual (hand stamps, labels, stickers)
     → We have old coding equipment (aging / unreliable)
     → We're not coding yet (new line or new requirement)
     → Automated (we're happy but exploring options)
     → Not sure / I need to check
```
→ Save: {{contact.current_method}}

**Internal Logic:**
- If "Manual" or "Old equipment" → pain point is likely (flag for urgency)
- If "Automated" → ask qualifying question: "What's prompting you to explore options?"
- If "Not sure" → flag: needs education. Proceed gently.

---

## Disqualification Checks (Silent — TIPO A–E)

### TIPO A — Budget Too Low
**Trigger:** Lead explicitly states they have very limited budget, or says "we're a tiny operation."
```
Tag: dq-budget-too-low
Bot: "I completely understand — the Linx 9800 Series may not be the right 
     fit at this stage. When your production grows, we'd love to help.
     We'll keep your info and you can reach out anytime. 
     Thanks for your time {{contact.name}}!"
→ STOPBOT_DESCALIFICADO
→ Opportunity → Lost (Disqualified)
```

### TIPO B — Wrong Audience
**Trigger:** Not a manufacturer (distributor, retailer, student, job seeker, service provider).
```
Tag: dq-wrong-profile
Bot: "Thanks for your interest {{contact.name}}! Factronics specializes in 
     helping manufacturers with coding and inspection equipment. 
     If your needs change down the road, feel free to reach out again."
→ STOPBOT_DESCALIFICADO
→ Opportunity → Lost (Disqualified)
```

### TIPO C — No Decision Power
**Trigger:** Lead is not a decision maker and cannot influence the purchase.
```
Tag: dq-no-decision-maker
Bot: "I appreciate you reaching out! It sounds like we'd need to speak 
     with the person who handles equipment purchasing decisions at 
     {{contact.company_name}}. Could you connect me with them, or 
     share their contact info so I can follow up?"
→ If they provide a contact → TRANSFER TO HUMAN with warm intro
→ If they can't → STOPBOT_DESCALIFICADO → "Thanks for your time!"
```

### TIPO D — Out of Service Area
**Trigger:** Lead is outside Factronics' service area (outside Southeast US).
```
Tag: dq-out-of-range
Bot: "Thanks for reaching out {{contact.name}}! We currently serve 
     manufacturers in the Southeast US — Florida, Georgia, North Carolina, 
     South Carolina, Tennessee, and Alabama. Let me connect you with a 
     Linx distributor who may be able to help in your area."
→ TRANSFER TO HUMAN (to provide referral)
```

### TIPO E — Revenue / Scale Too Small
**Trigger:** Lead has no production line, produces very small batches (<50 units/year manually).
```
Tag: dq-revenue-too-low
Bot: "Thanks for the info {{contact.name}}! For now it sounds like your 
     current setup may not need automated coding yet. When you're ready 
     to scale up, we'll be here. Keep us in mind!"
→ STOPBOT_DESCALIFICADO
```

---

## Paso 5 — Pain Point / Challenge

```
Bot: "What's your main challenge or motivation right now?"
     → Compliance / audit preparation (FDA, FSMA, DSCSA, MoCRA)
     → Downtime / equipment keeps failing
     → Retailer / customer demanding traceability
     → Setting up a new production line
     → Current consumables cost too much
     → Just researching / exploring options
     → Other
```
→ Save: {{contact.pain_point}}

**Internal Logic:**
- If "Compliance" or "Retailer demands" → urgency ++
- If "Just researching" → timeline = low urgency, nurture
- If "Other" → open text: "Tell me more — I'd love to understand your situation."

---

## Paso 6 — Timeline

```
Bot: "When are you looking to address this?"
     → Urgent — within this month
     → Next 1–3 months
     → 3–6 months
     → Just researching — no specific timeline
```
→ Save: {{contact.timeline}}

**Internal Logic:**
- If "Urgent" → prioritize fast demo van scheduling (min 2 days)
- If "Just researching" → offer to send information, suggest scheduling a demo van visit when ready

---

## Paso 7 — Decision Authority

```
Bot: "Are you the person who would make the final decision on 
     equipment like this, or is there someone else we should include 
     in the conversation?"
     → I make the decision
     → I need to involve [someone else — owner/boss/partners]
     → I'm just gathering information for someone else
```
→ Save: {{contact.decision_authority}}

**Internal Logic:**
- If "I'm just gathering info" → TIPO C ask to connect with decision maker
- If "I need to involve" → save those names/roles, prepare for multi-stakeholder demo

---

## Paso 8 — Contact Info Confirmation

```
Bot: "Thanks {{contact.name}}! Let me confirm your details:
     Company: {{contact.company_name}}
     Industry: {{contact.industry}}
     Role: {{contact.role}}
     Pain point: {{contact.pain_point}}
     Timeline: {{contact.timeline}

     Is everything correct?"
     → Yes, everything looks good
     → No, let me correct something
```
→ If corrections → allow edit → re-confirm
→ Save: {{contact.info_confirmed}} = true

---

## Paso 9 — Demo Van Booking (Conversion)

```
Bot: "Based on what you've shared, I think you'd really benefit from 
     seeing our equipment in person. 🚐

     We have a mobile demo van equipped with the Linx 9800 Series — 
     we can bring it right to your facility so you can see it coding 
     on your actual packaging. No obligation, just a live demo.

     We schedule these visits 2–3 business days in advance so we can 
     set up the right equipment for your needs.

     What date looks good for you?"
     
     → Offer date picker or suggested slots:
        "This week we have: [Day 1], [Day 2], [Day 3]"
        "Next week we have: [Day 1], [Day 2], [Day 3]"
```
→ Save: {{contact.demo_requested}} = true
→ Trigger: Calendar action → Book Demo Van Visit calendar
→ On success → GO TO CONFIRMATION
→ On fail / no availability → TRANSFER TO HUMAN

---

## Confirmation — STOPBOT

```
Bot: "You're all set {{contact.name}}! 🎉

     Here's your demo van visit summary:
     📍 Location: {{contact.company_name}} facility
     🗓️ Date: [Selected date] — we'll arrive at [time]
     ⏰ Duration: About 90 minutes
     👤 Your host: [Sales rep name] from Factronics

     You'll receive a confirmation via WhatsApp and email with all 
     the details.

     A few quick tips for the visit:
     • Have a few of your actual packages ready — we'll code them live
     • Any team members involved in the decision are welcome to join
     • The whole demo takes about 45 minutes, then we'll have time for Q&A

     See you soon! 🚐

     P.S. If anything changes, just reply here or call us."
→ STOPBOT → Tag: meeting-scheduled
→ Opportunity → Stage: Demo Van Visit Scheduled
→ Trigger: Workflow 1 (Actualizar estado negocios cuando IA agenda reunión)
```

---

## Human Handover (TIPO E — Complex Question)

**Trigger:** Lead asks complex pricing, technical integration, or custom solution questions.

```
Bot: "Great question! Let me bring in one of our equipment specialists 
     who can give you a detailed answer. They'll be in touch shortly.

     In the meantime, would you like to schedule a demo van visit 
     so you can see the equipment in person?"
     
     → If yes → go to Paso 9
     → If no → TRANSFER TO HUMAN
```

---

## Spanish Language Branch

**Trigger:** Lead responds in Spanish.

The bot should respond in Spanish for ALL subsequent messages. Key translations:

| English | Spanish |
|---------|---------|
| "Hi {{name}}!" | "¡Hola {{name}}!" |
| "What industry?" | "¿En qué industria trabajan?" |
| "Food & Beverage" | "Alimentos y Bebidas" |
| "Pharmaceutical" | "Farmacéutico" |
| "Cosmetics/Beauty" | "Cosméticos/Belleza" |
| "Demo van visit" | "Visita del camión de demostración" |
| "Schedule a Visit" | "Agenda una Visita" |
| "Request a Demo" | "Solicita una Demo" |

**Bakery specialty in Spanish:**
```
"¡Excelente! Los productos de panadería son una especialidad para nosotros. 
 Hemos ayudado a varias panaderías en el área de Miami a automatizar su 
 codificación y trazabilidad de lotes. ¡Está en buenas manos! 🙌"
```

---

## Field Keys Reference

| Field Key | Label | Type | Paso | Example Value |
|-----------|-------|------|------|---------------|
| `{{contact.company_name}}` | Company Name | Text | 0/1 | "Miami Bakery Inc." |
| `{{contact.role}}` | Role / Job Title | Text | 1 | "Owner" |
| `{{contact.industry}}` | Industry | Text | 2 | "Food & Beverage" |
| `{{contact.product_type}}` | Product Type | Text | 3 | "Bakery goods, pastries" |
| `{{contact.current_method}}` | Current Coding Method | Text | 4 | "Manual hand stamps" |
| `{{contact.pain_point}}` | Main Challenge | Text | 5 | "FDA compliance" |
| `{{contact.timeline}}` | Timeline | Text | 6 | "Next 1-3 months" |
| `{{contact.decision_authority}}` | Decision Authority | Text | 7 | "I make the decision" |
| `{{contact.info_confirmed}}` | Info Confirmed | Boolean | 8 | true |
| `{{contact.demo_requested}}` | Demo Requested | Boolean | 9 | true |
| `{{contact.bakery_specialty}}` | Bakery Specialty Flag | Boolean | 3 | true/false |
| `{{contact.bot_status}}` | Bot Status | Text | System | "Qualifying" |
| `{{contact.disqualification_reason}}` | Disqualification Reason | Text | System | "TIPO B - Wrong profile" |
| `{{contact.bot_conversation_summary}}` | Bot Summary | Text Area | System | "Lead from Miami Bakery. Food industry. Manual coding. Needs FDA compliance. Decision maker. Demo van visit scheduled for [date]." |

---

## Tags Library

| Tag | Category | Applied When | Removed When |
|-----|----------|-------------|--------------|
| `food-beverage` | Industry | Paso 2 | — |
| `pharma` | Industry | Paso 2 | — |
| `cosmetics` | Industry | Paso 2 | — |
| `other-manufacturing` | Industry | Paso 2 | — |
| `bakery-specialty` | Industry | Paso 3 (if bakery detected) | — |
| `manual-coding` | Current Method | Paso 4 | — |
| `aging-equipment` | Current Method | Paso 4 | — |
| `ia-qualifying` | Bot Events | Phase 0 start | meeting-scheduled or dq |
| `ia-qualified` | Bot Events | Paso 8 confirmed | — |
| `meeting-scheduled` | Bot Events | Paso 9 booked | — |
| `meeting-reminder-sent` | Bot Events | Workflow 9 | — |
| `human-handover` | Bot Events | Transfer to human | — |
| `stop-bot` | Bot Events | Any STOPBOT | — |
| `dq-budget-too-low` | DQ | TIPO A | — |
| `dq-wrong-profile` | DQ | TIPO B | — |
| `dq-no-decision-maker` | DQ | TIPO C | — |
| `dq-out-of-range` | DQ | TIPO D | — |
| `dq-revenue-too-low` | DQ | TIPO E | — |
| `ia-disqualified` | DQ | Any DQ | — |
| `new-lead` | Source | Contact created | — |
| `source-website` | Source | From website | — |
| `source-google-ads` | Source | From Google Ads | — |
| `source-linkedin` | Source | From LinkedIn | — |
| `source-referral` | Source | From referral | — |
| `source-direct-prospecting` | Source | From route visit | — |