AI sales agent for WhatsApp

Stop losing hot leads to a slow first reply.

An AI sales agent answers your WhatsApp leads, qualifies them with your questions, books the meeting and hands the hot ones to a rep.

30 minutes. You choose the day and the time.

  • Chats shared out in turn, or to whoever's least busy
  • Follows up twice at most, a day apart
A renovation firm's sales number
  1. Hi, saw your ad. Do you do whole-flat renovations for a 4-room BTO in Tengah?

    Daniel, 7:52pm
  2. Hi Daniel, yes we do. When do you collect your keys, and is it the whole flat or just the kitchen and bathrooms?

    The agent, 7:52pmAsked your qualifying questions
  3. Keys in March. Whole flat

    Daniel, 7:55pm
  4. Thanks! Our designer can take you through it on a 30-minute call. Thursday 8pm or Saturday 11am?

    The agent, 7:55pmTimes from your booking page
  5. Saturday

    Daniel, 7:56pm
  6. Booked for Saturday 11am. What email should the invite go to?

    The agent, 7:56pmBooked, and the chat given to Wei Jie in turn

Between meetings

The lead who waits three hours has already asked someone else.

A lead writes in. Every rep is with a customer, and the first reply goes out three hours later. By then they've asked two other firms. The agent answers while your team is busy, asks your questions and puts a meeting on the calendar.

01Qualify

Sort the buyers from the browsers in the first chat.

Write down the questions that sort a buyer from a browser: what they need, by when, and roughly what they'll spend. The agent asks them one at a time and fills in the contact card from the answers.

  • Name, email and the details you name
  • Tags for what they asked about
  • Stages that move by what the lead did

02Book

Put the meeting in the calendar while the lead is keen.

When a lead is ready, the agent offers free times from your booking page and books the one they pick. The Google Calendar invite goes out by email, and they can move or cancel it in the same chat.

  • Up to four booking pages, each for its own kind of meeting
  • Reminders on the day, if you turn them on
  • Reschedule or cancel in the chat

03Hand over

Pass the hot leads to a rep, with what they asked.

Some leads are ready now. The agent hands those over with who they are, what they asked and why it stopped. Chats go to reps by hand, in turn, or to whoever has the fewest open.

  • Hand-over alerts on WhatsApp or in a Lark group
  • A phone push for the rep who has the chat
  • Reports split replies between the agent and your team

04Follow up

Check in on quiet leads twice at most.

A lead goes quiet after the price. The agent checks in once or twice, at least a day apart and never at night, then stops. Your reps decide who hears anything more.

  • Off, once or twice
  • At least a day between check-ins
  • Between 9am and 9pm

Ready-made

Three ready-made workflows for sales teams

Three of the 50 ready-made workflows, by their names in the app:

When the agent tags a lead hotThe lead goes to you with a comment, before the interest cools.
AssignmentRound Robin: Each new chat goes to the rep who's gone longest without one.
Sort By How Soon They Need ItOne question, with the answer saved to their card, so today's list sorts itself.

Goes well with

Let leads get an answer while your reps are out.

Start with the questions your reps ask every new lead.

30 minutes. You choose the day and the time.

Before your team hands it the first reply

Worried a bot will put your leads off?