WhatsApp qualification
An AI layer that qualifies enquiries before a person is involved, so sales stops working leads that were never going to buy.
Our process
The bot's job is to filter, not to sell. It hands over early rather than late.
Business API setup
Company number, not a personal phone.
Qualification design
Define what qualifies with your sales team.
AI flow build
Build the qualification conversation.
Handover rules
Clean transfer to a person.
CRM integration
Transcript and record written to CRM.
Routing
Send qualified leads to the right owner.
What is included
Business API setup
On a company number rather than an individual's phone, so the enquiry survives the person.
Qualification flows
Designed around what your sales team needs before a conversation is worth having: application, volume, timeline, whatever qualifies in your business.
Human handover
A clean transfer to a person once the enquiry qualifies, with everything already gathered.
Transcript to CRM
The full conversation written to the record, so nothing is lost when the enquiry moves between people.
Routing
Qualified enquiries sent to the right owner by product, territory or value.
Want to know if this is the right starting point? Tell us what is not working and we will say whether this is where we would begin, or somewhere else.
Ask usProblems we have solved
Described by the problem rather than by the client.
A sales team buried in a low-quality channel
What we found
We traced every enquiry from one channel through to outcome and included the sales hours consumed. A large share were never qualified buyers, and the team was working them by hand because nothing filtered them.
What we built
An AI qualification layer in front of the channel. Only qualified enquiries reach the CRM.
What changed
The channel stopped costing sales time, and genuine enquiries stopped queuing behind unqualified ones.
Enquiries lost when a salesperson left
What we found
Active conversations were sitting on a departing employee's personal WhatsApp with no company record.
What we built
Migrated to Business API on a company number with transcripts written to the CRM.
What changed
Conversations became company property rather than an individual's.
Often runs with
Talk to us about WhatsApp qualification
Thirty minutes, no deck. If this is not what you need we will say so.