Lead Qualification & Booking Agent
Capture requirements, score fit, recommend a solution and route qualified leads to a meeting or CRM.
Qualify demand faster, keep follow-ups consistent and move conversations into CRM-ready actions.
These are reusable starting points, not a claim that every sales & marketing workflow is identical. Production deployment uses your rules, approvals and systems.
Capture requirements, score fit, recommend a solution and route qualified leads to a meeting or CRM.
Create and update contacts, opportunities, tasks and follow-ups from structured lead information.
Handle customer enquiries, qualify leads, book next steps and escalate to a human from one WhatsApp conversation.
A sales-focused chatbot that answers questions, qualifies interest and converts conversations into opportunities.
Route happy customers toward reviews and unhappy customers into private recovery workflows.
Describe the repetitive process and the Process → Automation Agent will map triggers, decisions, integrations and approval points.