WhatsApp

Automation — Sales

AI Sales Agent

An AI agent that answers every enquiry within seconds, understands intent, qualifies the lead and hands a warm opportunity to your team.

Trigger

A new lead arrives from ads, the website or WhatsApp

The journey

Step by step, in the open.

Step 01

Lead arrives

Form, ad, WhatsApp or call captured in one inbox.

Step 02

AI responds

Instant, on-brand reply — no waiting, no lost interest.

Step 03

Understand

The agent reads intent, budget signals and urgency.

Step 04

Qualify

Scores against your criteria and asks the missing questions.

Step 05

CRM updated

Every detail written to the pipeline automatically.

Step 06

Follow up

Sequenced reminders until the lead responds or closes.

Step 07

Human handover

Sales receives a qualified, briefed opportunity.

Step 08

Conversion

Outcome recorded and fed back into scoring.

Connected systems

WhatsAppCRMAds platformsEmailCalendar

Outcome

Faster response, higher qualification rate, fewer leads lost to silence.

Runs on

Software this automation connects to.

Common questions

Designing a dependable handoff.

Does the agent make every decision on its own?

No. The workflow can include approval points and human handoffs for ambiguous, sensitive or consequential decisions.

Can this automation connect to our current tools?

Connections depend on provider APIs, account access and data rules. Those are checked before an integration is included in the agreed scope.

What happens when the workflow cannot complete a task?

Exceptions can be routed to a team member with the available context. The routing and notification rules are defined during implementation.

15 — Start

Tell us what you want to build, automate or grow.

One partner for software, AI automation and growth. Share the outcome you need and we'll map the system behind it.