Palby AI Agent

AI lead qualification

Spot the hot WhatsApp leads before they go cold.

Leads write in. The agent asks what you'd ask, sorts them by stage, and passes the hot ones to a person.

Book a walkthrough See it answer

30 minutes. You choose the day and the time.

A cleaning firm's number

  1. How much to clean a 5-room flat after renovation?

    Jason, 10:02pm

  2. Hi Jason! A post-reno clean for a 5-room starts at $480. When do you get the keys, and when do you need it done?

    The agent, 10:03pmAsked your two questions; Card: 5-room, post-reno

  3. Keys next Friday. Need it before Sunday, can pay the deposit now

    Jason, 10:05pmA hot one: ready to pay

  4. Thanks Jason. I'm passing you to Wei Ling, who'll confirm the slot and the deposit here.

    The agent, 10:05pmHanded over
5 stages
New, Replied, Booked, Won and Lost
1 card
per lead, filled in from the chat
Your questions
written once, in your words
Why
written on every hand-over

Ten enquiries

From first message to a sorted lead

Ten enquiries came in, and two will book this week. Without someone asking the same three questions, you find out which two after reading all ten.

The questions
01Collect the details you always ask for.
The stage
02Move each lead to the stage it's earned.
The hot ones
03Pass the hot ones to a person, with the reason.
Before it acts
04Keep the final call on a lead with you.
In a workflow
05Turn sorting leads by hand into a workflow.

01The questions

Collect the details you always ask for.

Write down the questions you'd ask a new lead: the size of the flat, the day they want, roughly what they'll spend. The agent asks them in the chat and fills in the contact card from the answers.

  • Name, email and the details you name
  • Tell it to record only what they said
  • Tags for what they asked about
Chat and card, Hannah Lee

What are you looking for? 1. A quote 2. A call back 3. Just some info

Hannah Lee

Looking for...
Budget...
When...

02The stage

Move each lead to the stage it's earned.

Tie each stage to something the lead did. Asked for a price is Replied. Picked a slot is Booked. The agent moves the lead when that happens, and it can move their card on your pipeline board too.

  • New, Replied, Booked, Won and Lost
  • Board columns too, if you turn that on
  • Tags on and off, by your rules
Your board

Site visit

Farid Ismail

Quote sent

Booked

03The hot ones

Pass the hot ones to a person, with the reason.

Some leads are ready now. They want to pay, ask for a discount or ask for a person. The agent hands those over with who they are, what they said and why it stopped, so you read that before you type.

  • Topics that always go to a person
  • Tell it to hand over at once when someone asks for a human
  • The alert reaches your WhatsApp or your Lark group
More on hand-overs
New lead, Kelvin Ng

When would you like the clean?

If they want it this week

04Before it acts

Keep the final call on a lead with you.

Not ready to let it move leads on its own? Turn on asking first. The agent decides, and a person taps yes in the chat before the stage changes or the chat closes.

  • Asks before closing a chat
  • Asks before changing a stage
  • Every message it sends sits in the inbox
Inbox - Jason
  1. Jason, 10:02pmHow much to clean a 5-room flat after renovation?
  2. The agent, 10:03pmHi Jason! A post-reno clean for a 5-room starts at $480.
    Sits in the inbox

05In a workflow

Turn sorting leads by hand into a workflow.

Workflows sort leads too. Ask a question and save the answer to their card. Let AI read their message and pick a path, like "Asking about price" or "Wants to book". Or send them down a path by their tags and answers.

  • Ask a Question saves the answer to the card
  • AI Fills In Fields leaves anything they didn't say empty
  • If / Else on details, tags or answers
More on workflows
New workflow

    And the rest

    Less manual sorting, in small ways

    A note for the next personThe agent can leave an internal note when it hands over or books.
    Tags you defineWrite what a lead has to say or do to earn each tag.
    Stop means stopSomeone who asks you to stop is marked, and the chat closes as lost.
    RememberedShort things they tell the agent are kept beside the chat.
    Test chatChat with it as a customer would before anyone real sees it.
    ReportsFirst replies and time to close, split by agent and person.

    Goes well with

    Let the agent sort your enquiries.

    Start with the three questions you ask every new lead.

    Book a walkthrough

    30 minutes. You choose the day and the time.

    Before it sorts your leads

    Will it turn away a good lead?