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WHATSAPP LEAD DESK · Field sales
Designed to answer, log and score every lead.
A planned AI desk that reads WhatsApp enquiries, qualifies them and keeps the lead sheet up to date.
The work
What it actually looks like.
- Trigger A message arrives A lead writes on WhatsApp, day or night.
- Step 1 The AI qualifies it Reads the message, asks the missing questions, scores the lead.
- Step 2 The sheet updates itself The lead and its score land in the database and the spreadsheet mirror.
- Result A person takes over Anything about price or terms is planned to go to a salesperson.
In action
Four moments from one run.
Snapshots from the sample run above, one for each step. The data is made up; the steps are the real ones.
Before and after the automation.
| Task | Before | After |
|---|---|---|
| Reply to a new lead | When someone sees it | Planned: an AI reply, then a person |
| Log the lead | Typed into the sheet | Planned: written automatically |
| Price questions | Answered by whoever replies | Planned: handed to a salesperson |
How it is built
What it runs on.
Connects to
WhatsApp
Excel
Runs on
HubWhatsApp Cloud API · A private database
Models
A large language model
Runs on
- WhatsApp Cloud API
- A private database
Connects to
- Excel
Models
- A large language model
The benefits
What it gives back.
Replies at any hour
Every enquiry is planned to get an answer quickly, day or night, without the team living in one phone.
No typing up leads
Leads are planned to land in the sheet already scored, so nobody copies them over.
Sales time on the right leads
Salespeople spend their time on leads worth a call. Anything about price still comes to them.
Next up
OUTREACH ASSISTANT · Field sales
An outreach assistant that knows the business.
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