Typical Challenge
Inbound leads often arrive outside business hours. Manual qualification and product lookups delay follow-up, and high-intent prospects may go cold when response times stretch to hours.
All example solutions
Example Solution
AI Lead Qualification System
Representative use case
Illustrative scenario: an ecommerce or services business uses a WhatsApp AI sales agent to qualify inbound leads, answer product questions, and book next steps β integrated with CRM and catalog data.
Typical industry: E-commerceTypical delivery scope: Scoped via Task Desk package
How We Approach It
A custom AI sales agent on WhatsApp Business API with CRM integration, product catalog sync, and automated meeting booking. The agent qualifies leads by budget, timeline, and fit β escalating warm leads to sales staff with a conversation summary.
What This Solution Can Address
- Capture and qualify inbound leads on messaging channels
- Answer product questions from synced catalog or documentation
- Book meetings or route hot leads to sales with context
- Extend coverage beyond business hours without adding headcount
- Sync lead data to CRM to reduce manual data entry
Example Technology Stack
- OpenAI GPT-4
- WhatsApp Business API
- HubSpot CRM
- Google Calendar API
- AWS Lambda