Nexus - The Intelligent Sales Orchestrator

Sales teams today face a critical challenge: data fragmentation. Valuable leads arrive via email, team collaboration happens on Slack, and the system of record (CRM) is often outdated because manual entry is slow and error-prone. This disconnection leads to missed opportunities and delayed responses to VIP clients. Nexus is the solution - an intelligent agentic workflow built on IBM watsonx Orchestrate that acts as the central nervous system for sales operations. Unlike simple chatbots, Nexus doesn't just answer questions; it performs work. How It Works: Nexus leverages the power of IBM’s agentic capabilities to orchestrate a complex "Lead-to-Cash" workflow: Intelligent Detection: Using a custom Python-based skill (FastAPI), Nexus autonomously scans the inbox to identify high-value opportunities, filtering out noise. Policy-Driven Decision Making (RAG): Nexus utilizes IBM’s Knowledge integration to reference internal documents (e.g., Sales Playbooks). It consults these documents to determine VIP thresholds and discount policies in real-time, ensuring every action complies with company rules. Multi-Platform Orchestration: Once a lead is qualified, Nexus triggers a synchronized handoff. It instantly creates a record in the custom CRM (visualized via Streamlit) and simultaneously pushes a high-priority alert to the sales team’s Slack channel. Technology Stack: Core: IBM watsonx Orchestrate (Agent Builder, Knowledge, Toolset) Skills: Custom Python API (FastAPI) hosted via Ngrok Integrations: Slack Webhooks, Simulated Email Client, Streamlit Dashboard Knowledge: Text-based RAG (Retrieval Augmented Generation) for policy enforcement.