SaaSSalesLead Qualification

WhatsApp Business Lead Capture & Qualification Agent

When a user messages your WhatsApp Business number via ad or website, AI instantly responds in the user's language, runs a qualification conversation, captures lead details in CRM, and books a demo - all within the WhatsApp thread. Works across Hindi, English, and 9 regional Indian languages.

AI operates via

WhatsApp AutomationCRM SyncCalendar Booking

Deploy This Template

How It Works

01
Inbound Message Handling
AI responds within 30 seconds to any WhatsApp message. Language detected and conversation conducted accordingly.
02
Need Discovery
AI identifies the prospect's use case, company size, and pain point through a natural WhatsApp conversation.
03
Qualification
BANT questions woven into the conversation to assess budget, decision-maker status, timeline, and fit.
04
CRM Lead Creation
Qualified lead created in HubSpot, Zoho, or Salesforce with all conversation data. Unqualified leads put in nurture.
05
Demo Booking
AI offers three calendar slots and confirms the demo booking - all within the WhatsApp thread.

See How It Works

The AI Employee executes each step autonomously - no human intervention required unless explicitly configured.

Inbound Message Handling

Need Discovery

Qualification

CRM Lead Creation

Demo Booking

Step 01

Inbound Message Handling

AI responds within 30 seconds to any WhatsApp message. Language detected and conversation conducted accordingly.

Step 02

Need Discovery

AI identifies the prospect's use case, company size, and pain point through a natural WhatsApp conversation.

Step 03

Qualification

BANT questions woven into the conversation to assess budget, decision-maker status, timeline, and fit.

Step 04

CRM Lead Creation

Qualified lead created in HubSpot, Zoho, or Salesforce with all conversation data. Unqualified leads put in nurture.

Step 05

Demo Booking

AI offers three calendar slots and confirms the demo booking - all within the WhatsApp thread.

Key Results

< 30 sec

Lead response time

+52%

Lead-to-demo conversion

–45%

Cost per qualified lead

Frequently Asked Questions

Does this require WhatsApp Business API approval?

Yes. Requires WhatsApp Business API access (via Meta partner or BSP). Setup takes 2–5 business days.

Which Indian languages are supported?

Hindi, Marathi, Tamil, Telugu, Kannada, Bengali, Gujarati, Malayalam, Punjabi, and Odia.

How does it handle off-hours messages?

AI handles conversations 24/7. Booking slots are filtered to business hours for the demo calendar.

Can the qualification script be customised per campaign?

Yes. Different scripts can be mapped to different WhatsApp phone numbers or Click-to-WhatsApp ad campaigns.

What CRMs are supported for lead routing?

HubSpot, Salesforce, Zoho CRM, Freshsales, and any CRM with REST API.

Messaging Integration

Built for WhatsApp Business API

This template is purpose-built to connect with WhatsApp Business API. All workflow steps, data sync, and activity logging work natively - no middleware required.

✓Native WhatsApp Business API API integration

✓All activity logged back automatically

✓No middleware or Zapier required

✓Live in under 7 days