Mini CRM Lead Qualifier

Demo CRM agent wired for Veris simulations.

Quickstart

Prerequisites: Python ≥3.11, OpenAI key, Veris key, ngrok (authtoken configured)

1) Clone and change dir

git clone https://github.com/veris-ai/mini_crm.git
cd mini_crm

2) Download dependencies

uv sync && source .venv/bin/activate

3) Setup env variables (replace placeholders with your secrets)

Copy .env.example to .env and fill in the required values:

cp .env.example .env

Edit .env with your actual values:

OPENAI_API_KEY=<your-openai-key>
VERIS_API_KEY=<your-veris-api-key>

4) Run veris setup (keep this terminal open)

⚠️ Make sure ngrok is configured on your CLI!

You must have an ngrok account and your authtoken set up locally.
To verify, run:

ngrok config check

To get started you may follow the ngrok getting started guide (steps 1 and 2 are sufficient).

veris setup-local start --local-url http://localhost:8000

The setup command launches the FastAPI server and makes it publicly accessible via ngrok. The simulator command watches and runs scenarios.

5) Publish an agent card & launch simulator

Open a new terminal, then:

cd mini_crm
source .venv/bin/activate

Create a new agent card:

veris sim create --agent-path agent_card.json --agent-version v1.0.0

Launch the simulation:

veris sim v3launch --watch 

Watch the simulation run, you can check the status by going to the correspoding .veris/runs/RUN_ID file prompted in the terminal.

Give it 3-4 minutes to run, if scenarios are not yet finished, you can kill the simulation by running:

veris sim kill <simulation_id>

7) Conclusion

To learn more explore the veris-ai/veris-cli docs.

Local Checks (optional)

uvicorn app.main:app --reload
curl http://localhost:8000/health
curl -X POST http://localhost:8000/chat \
  -H "Content-Type: application/json" \
  -d '{"message": "Qualify Acme Capital."}'

Direct runs mutate db/leads.json; simulator runs capture the same tool calls without touching disk.

Key Files

• app/agent.py – agent definition and tools
• app/main.py – FastAPI surface instrumented by Veris
• db/leads.json – sample TinyDB store
• .veris/ – generated simulator config after veris init

Need more depth? See TROUBLESHOOTING.md