Instant Multi-Channel Lead Qualification, WhatsApp Follow-Up & CRM Dispatch
B2B Building Materials, Supply & High-Ticket Service Operations
Inbound leads from web forms, WhatsApp inquiries, and ads were sitting in shared inboxes or Google Sheets for 4+ hours. Sales reps spent half their day chasing unqualified prospects while high-value commercial buyers went to faster competitors.
AI handles instant 24/7 initial ingestion, company/budget qualification via WhatsApp & Email, and CRM logging—while immediately escalating $50k+ VIP accounts to a human sales director via Slack.
- 01. Webhook Ingestion: Captures lead from Web Form, Meta Lead Ads, or WhatsApp Business API and normalizes record in Google Sheets / HubSpot.
- 02. Enrichment & Scoring: Agent checks company domain, order volume intent, and territory rules against Ideal Customer Profile.
- 03. Conversational Follow-Up: Initiates tailored WhatsApp/Email message within 42 seconds to confirm project specs and propose calendar slots.
- 04. Human Approval Gate: High-value accounts trigger an interactive Slack alert with a 1-page briefing for 1-click rep takeover.
[10:14:02 UTC] INGEST: New inquiry via WhatsApp + Web Form (Account: Commercial Supply Group)
[10:14:05 UTC] ENRICH: Estimated order volume $68,000 · Territory: North · Intent Score: 94/100
[10:14:18 UTC] ACTION PAUSED: Deal exceeds $50k threshold → Routed to #vip-sales-approvals in Slack
[10:15:10 UTC] HUMAN SIGN-OFF: Approved by VP Sales (1-Click Dispatch) → Calendar invite & spec sheet sent