Chapter 01
Auto-qualification on first message.
The AI greets, asks the qualifying questions you configured (budget, timeline, requirement, decision-maker, location), and captures the answers via in-chat WhatsApp Native Flow forms. Forms complete at 2–3x the rate of web forms. The lead is qualified before a human looks at the inbox.
Chapter 02
Custom scoring — your criteria, not generic BANT.
Configure scoring rules per workspace. Budget weighting, timeline weighting, fit weighting, geography weighting. Score a lead 0–100 automatically. Hot, warm, cold tags flow to your CRM.
Chapter 03
Auto-routing — the right agent, every time.
Routing rules on score, geography, language, product interest, agent capacity. The hot lead reaches the senior closer; the warm lead enters a nurture sequence; the cold lead exits silently without wasting an agent's time.
Chapter 04
CRM sync — HubSpot, Pipedrive, Zoho, custom.
Qualified leads write to your CRM in real time — contact created, deal opened, lifecycle stage set, owner assigned, qualification answers stored as custom fields. Activities (every message, every status change) flow into the timeline.
Chapter 05
Follow-up sequences — every lead, every time.
Leads that don't close on the first conversation enter a multi-touch follow-up sequence. Day 3, day 7, day 14. Sequence stops automatically on reply or opt-out. Consistent follow-up across every lead, without depending on a team member to remember.