Lead scoring — ako funguje

Heuristický model V1: source, touchpoints, lifecycle, Raynet match. Score 0-100 sa prepočítava denne cez cron.

4 min čítania

Score formula (V1)

Lead score je heuristic 0-100 vypočítaný cez /api/cron/score-leads denne o 05:00 UTC.

Zložky

  • Source weight (max +30): demo_gate=30, quiz=25, audit_form=20, contact=15, newsletter=10
  • Touchpoint count (max +25): log(touchpoint_count) * 6, capped at 25
  • Recency (max +20): last_seen_at < 7d = 20, < 30d = 12, < 90d = 5, else 0
  • Lifecycle bonus (max +15): contacted=+5, qualified=+10, customer=+15
  • Raynet match (+10): ak email má raynet_lead_id

Manuálny override

V lead detail môžeš upraviť lifecycle_stage cez Action Panel — to ovplyvní score pri ďalšom cron run.

Filter v /app/leads

Použij filter chips top na page:

  • Stage (new, contacted, qualified, customer, lost)
  • Source (demo_gate, quiz, audit_form, contact, newsletter)
  • Score min (slider 0-100)

Filter sa propaguje cez URL params → shareable.

Bulk actions

Vyber viacero leadov checkboxom → bulk: assign, change stage, add note.

Similar leads (semantic)

Detail page ukazuje 5 podobných leadov cez Titan embeddings. Cosine similarity 1024-dim. Backfill cron /api/cron/embed-content beží každých 5 min.

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