Build a follow-up agent for our fintech sales team

Project Description

Small fintech company in Buckhead. Inbound demo requests sit for days before anyone follows up and we are losing deals to slower response times, not worse product. We want an agent that drafts a first reply from our existing scripts, flags anything compliance-sensitive for a human, and logs everything into HubSpot. Prefer Claude or OpenAI, and we need an approval step before anything reaches a prospect's inbox unsupervised.