WhatsApp Lead or Booking Agent
Qualify the enquiry before a person picks it up.
- Category
- Automation
- Typical timeline
- 8-11 weeks
- Support included
- 30 days
What it is
A controlled conversational system that receives enquiries, asks your approved questions, qualifies the request, and either books it or hands it to the right person.
Best used when
Appointment-based or enquiry-heavy businesses where slow replies and incomplete information cost you work.
What it looks like in practice
Ask service, budget, location, timing and requirement questions
Route qualified enquiries to the right employee or pipeline stage
Schedule appointments and send confirmations or reminders
What it connects to
WhatsApp Business Platform or an approved provider, CRM, calendar, email, internal notifications and an optional AI model API.
What you get at handover
Conversation testing, human handover, documentation and 30 days of defect support. Meta, message and API charges are separate.
What it looks like built
One enquiry, moving through the system.
This is the shape of most automations we build. Yours will differ in the details — but the approval gate is always there.
Channels
Agents
Your decision
Systems
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