Close sales on WhatsApp

One pipeline

Every chat is a CRM card with a stage, an owner, and a score. The bot handles the repeat questions. A rep joins for price and negotiation. If the lead goes silent, the voice agent calls and writes the outcome back to the card.

The five answers sales actually needs

A lead from an ad is a name and a phone until someone asks the budget, the city, the timeline, and what they already tried. The WhatsApp bot can ask those before a person spends a call on a student enquiry or a tyre-kicker. The answers sit on the CRM lead. The owner is the rep whose turn it is.

Score is only useful if it changes what happens next. A high score can book a call with the voice agent or alert a rep. A low score can get a brochure and a reminder in three days. If every score gets the same treatment, stop scoring and fix the questions.

Hand off with the history

The rep should open a chat that already has the answers, not a hello. Agentzee keeps the bot messages and the human messages in one thread. That is the difference between a qualification bot and a form that emails a spreadsheet nobody reads.