Use case · SalesLead Qualification & Follow-Up
Leads get a reply. Sales gets the context.
Leads from ads, forms and chat are answered by AI right away. It finds out what they need, follows up the ones who haven't replied, then passes them to sales with a summary and the next step.
Built forSales teamsMarketingBusinesses with high inbound volume
Customer journeyNew lead · Budi S. · sign-up form
10:02FormLead arrives from an adNew
10:02WhatsAppGreeted automatically within secondsReplied
10:05AIGrade 11 student, university entrance prep, afternoon classesQualified
10:06CalendarConsultation Thu 4 PMBooked
10:06SalesHanded to Dina with a summarySales
Situations that may feel familiar
1Leads wait too longA lead that hears back hours later has often moved on to someone else.
2Sales time goes to basic questionsEarly questions eat into time that should go to closing.
3Follow-up is inconsistentLeads who stop replying slip through without a clear schedule.
From new lead to sales ready to call
- 1Lead arrivesFrom ads, your website form or chat.FormAdsChat
- 2Fast replyAI greets them within seconds, around the clock.WhatsAppLive Chat
- 3Discover needsNatural questions tailored to your product.AI agent
- 4QualifyAgainst your criteria: need, size, timing.Pipeline
- 5Follow upLeads who haven't replied are followed up automatically.FlowsA/B split
- 6To salesWith a summary and a booked demo.Calendar
See it in action
Qualification that feels like a normal conversation
The AI asks only what it needs, matches the answers to the right program, then offers a consultation slot. Your team receives the lead with a summary of their needs.
ACAkademi CerdasWhatsApp · Online
Type a message…
AI handles the routine, your team focuses on what matters
Handled by AI
- Greets every lead within seconds
- Finds out needs and checks the fit
- Books demos with your sales team
- Follows up leads who haven't replied
AITeamHandoff with contextSales receives a summary of needs, the qualification answers and the demo time.
Your team steps in when
- Leads whose needs are clear, ready for a demo
- Requests for special pricing or negotiation
- High-value leads, by your rules
Go further with integrationsSee how integrations work
Connected to your systems, AI finishes the job
With an integration to your system's API, AI takes action right from the conversation, within the permissions you set.
Create the lead in your CRMThrough a CRM integration, with the qualification answers
Create a quoteA PDF matching the plan and quantity
Book a demoStraight into your sales calendar
Update the pipeline stageKept in sync with your CRM through an integration
Results
Figures from one point-of-sale app client, August → September 2026. In your rollout, we measure the same metrics from day one.What you can measure
18 secTime to greet a leadMedian time until a lead is greeted
92.9%Leads contacted within 1 hourLeads contacted within the first hour
Leads that meet your criteriaLeads that meet your criteria
+60%Demos handed to salesDemo requests passed from AI to sales, month over month
What you need to get started
Data and materials
- 1Your lead qualification criteria
- 2Product and plan information
- 3Your sales team's availability
- 4A WhatsApp template for the first greeting
Connections
Website forms and adsWhatsApp BusinessCalendar and Google MeetLead API or webhook
Our team helps you set everything up during the 30-day pilot.See the qualification flow for your product
Bring a sample product, your lead criteria and your sales process. No real customer data needed.
- 30-minute demo
- Measured 30-day pilot
- We help you set up
