Speed to lead on WhatsApp
Answer tonight's enquiry before they ask someone else.
A lead who waits till morning often asks someone else. Your own WhatsApp number answers at 10pm, says hello to a form lead mid-meeting, and keeps the chats that need you at the top.
- Sarah Lim10:14pmAgent: Thursday 11am or Friday 4pm, which suits you?Agent
- Omar Hadi11:02pmHi Omar, thanks for asking about the family plan.Form
- Priya Nair7:41amCan I speak to you directly?You
Six moments
Your day, from the 10pm enquiry to the teammate who picks it up
0110pm, a new enquiry
The late-night enquiry gets a reply before it goes cold.
You're off for the night when someone asks about a plan, a unit or a price. Your AI agent answers from your website, your brochures and your past chats, and anything it can't answer waits for you.
- Writes in the first person, as you
- Reads the photos, PDFs and links they send
- Or set quiet hours and it answers first thing
02Ready to meet
Let them book the meeting while they're keen.
When they want to meet, they pick from the times you've opened and it's on your Google Calendar. If they need to move it, they ask in the chat.
- Only the slots you've opened
- The meeting lands on your Google Calendar
- Rescheduling handled in the chat
Could we meet to go through it?
Of course. I can do Thursday 11am or Friday 4pm, which suits you?
Google Calendar
Mon
Team meeting
Tue
Wed
Viewing, Tampines
Thu
Lunch with Jas
11am
Fri
4pm
03The next morning
In the morning, the chats that need you are waiting, with what they asked.
You open WhatsApp at 8am. Anyone who asked for a person, and any question only you can answer, is waiting with what they asked and why the agent stopped.
- The handover on your WhatsApp, your team group or both
- What they asked and why, in one message
- Its messages sit in the chat beside yours
The unit has two bathrooms and was renovated last year. Anything else you'd like to know?
Agent
042pm, in a meeting
A form lead gets hello while you're still in a meeting.
You're in a client meeting when someone fills in your website form. The hello you wrote once goes out from your number with their name in it, and they're on your board.
- From your website form, a sheet or Zapier
- Their name in the first line
- Every run kept in the workflow's history
- New lead from your form
- Send WhatsApp
- Add a card: New enquiry
New enquiry
05Walking out of the meeting
Walk out of a meeting knowing who's still waiting.
You walk out to forty unread chats across two numbers. Tap Waiting and the people still owed a reply are at the top, each one already a contact with the chat attached.
- Unread, Waiting and Assigned, a tap each
- A contact for every new enquiry, with the chat attached
- Saved replies with a slash, brochure included
- Sarah LimMainIs Friday still OK for the viewing?3:52pm2
- Marcus LeeTeam lineCan you resend the brochure?3:41pm1
- Priya NairMainWhat are your fees?3:30pm1
- Hafiz RahmanMainYou: Sent, let me know what you think3:12pm
- Grace WongTeam lineThanks! One more question2:58pm3
- Tom BeckerTeam lineYou: See you at 52:44pm
- Nurul AzizMainCould we move it to next week?2:31pm1
- Kenji SatoMainAgent: Thursday 11am works, see you then2:20pm
- Rachel KohTeam lineFriday afternoon is better for me2:05pm1
- Leon TeoMainYou: Great, talk soon1:48pm
- Aisha MalikTeam lineMei: The form is attached1:30pm
- Ben OngMainYou: Friday works, I will bring the plans1:12pm
06On a team
The right teammate answers, and nobody replies twice.
Your teammate is free and you're not. Hand new leads out in turn, or assign a chat to whoever knows them, and they're told at once. The AI agent steps back when a person has it.
- Handed out in turn across your team
- Assigned from the chat, with a notice in the app or on Telegram
- The full thread, not a forwarded screenshot
My dad wants to add a second name to the loan. Who can help with that?
Good question, let me get the right person for you.
Agent
4:02pm
And the small stuff, handled
Don't leave tonight's enquiry till morning.
Give the agent the answers you already type every week, and let it take the 10pm shift.