BDR lead queue and pipeline management suite with AI co-pilot
Build "BDR Suite" — an SDR/BDR lead queue & pipeline cockpit. A tenant-authenticated web app (entry point /bdr-queue) that gives sales development reps, managers, and second-line leaders a single cockpit for working their Salesforce lead and contact queues. It's a read-first operations tool built on Salesforce, Gong, and Claude connectors. What it does: Prioritised queue — pulls each rep's open Leads and Contacts from Salesforce, normalises them into one shape, classifies urgency from engagement dates, and ranks them with a 0–100 score (/api/queue). Role-aware views — the same data rolls up for managers (/api/manager) and directors/second-line leaders (/api/director), with role detection handling who sees what. Scout, an AI co-pilot — a Claude-powered chat panel that helps reps prioritise, research people/companies, draft outreach, log product feedback, and raise RevOps/CommOps intake tickets (/api/ai-search, /api/commops-ticket), with persistent per-user chat history (/api/conversations). LogicLine routing explainer — explains in plain language why a given lead/contact was routed and how it matched to an account (/api/routing-explainer). Prospecting & intent — account/contact search and buying-intent feeds from Salesforce (/prospecting, /intent-flagged-domains, G2 visits). Gong integration — resolves a person's Gong profile on demand (/api/gong-lookup). Architecture: one React app (the App step) renders the whole UI and fetches from a set of route_type = "api" backend steps, each backed by Salesforce, Gong, or Anthropic. Mostly read-only against source systems; the only writes are Scout feedback, CommOps tickets, and per-user chat history stored in named volumes. Tools used: Salesforce, Gong, Anthropic Claude, React, 3B named volumes (chat history, feedback, tickets)
What this prompt builds
A role-aware web application that consolidates Salesforce leads and contacts into a single prioritized queue for BDR and SDR teams, scored by urgency and supported by an AI co-pilot that helps reps research accounts, draft outreach, and raise operations tickets. Managers and directors gain roll-up views and can act on behalf of their teams, while admins can publish changes and collect feedback through a central panel. The workflow integrates Salesforce, Gong, and Claude to accelerate speed-to-lead and prevent SLA misses.
The problem
Sales development teams working leads across Salesforce often miss SLAs and lose momentum because their workflows are scattered across tools and lack prioritization. Reps waste time context-switching between systems to research accounts, check engagement history, draft outreach, and understand routing logic, while managers have no unified view of their team's pipeline health or missed SLAs. This BDR suite consolidates every lead and contact into a single prioritized queue scored by urgency, embeds an AI co-pilot (Scout) that helps reps research, draft, log feedback, and raise operations tickets in-context, and gives managers and directors role-aware roll-up views so they can act on behalf of their team and surface pipeline risks before SLAs are breached.
Solution and impact
BDRs and SDRs gain a single cockpit that pulls and ranks all their Salesforce leads and contacts by urgency, eliminating the need to jump between tabs and dramatically improving speed-to-lead. Scout, the embedded AI co-pilot, answers questions, drafts outreach, explains routing decisions, and raises CommOps tickets without leaving the queue, so reps spend more time selling and less time navigating tooling. Managers and second-line leaders see their entire team's pipeline in one view, can step in to cover missed SLAs, and receive structured feedback from the field, while admins publish changes and announcements through a central panel—turning a fragmented sales development operation into a unified, faster, and more accountable motion.