Qualify and convert · Solution
WhatsApp and Instagram AI qualification
An AI agent on WhatsApp Business API and Instagram that answers in seconds, asks your qualifying questions in order, and escalates to a human the moment the lead is worth one.
The qualifying questions are always the same. Budget, timeline, location, quantity, who signs. A salesperson asks them on a call that took three days to arrange, then discovers on question two that the lead was never a fit.
An AI agent on WhatsApp and Instagram asks those questions in the first minute, in the lead's own language, on the channel they already chose. The ones who answer well reach a human. The ones who do not are handled politely and never take up a calendar slot.
The point is not to replace the salesperson. It is to make sure every call on their calendar is with someone worth calling.
What we build
A qualification script that matches your sales process
We take the questions your team already asks and structure them, rather than dropping in a generic template that asks nothing useful.
Agent behaviour with hard boundaries
The agent answers from your own documentation and pricing rules. Anything outside them escalates instead of improvising.
Human handover on a trigger
A score threshold, a keyword, an angry tone or an explicit request for a person hands the thread over with the transcript attached.
Multi-language handling
The agent replies in the language the lead wrote in, which matters as soon as you sell across more than one market.
Instagram comment to DM to qualified
The full path from a public comment through to a scored CRM record, running as one flow rather than three disconnected tools.
Working hours and expectation setting
Outside your hours the agent still qualifies, and says clearly when a human will pick it up rather than implying someone is awake.
Worked examples
This solution, applied
Qualifying course and coaching enquiries before the enrolment deadline passes
A prospect who does not hear back this week enrols somewhere else. Here is how to qualify a course or coaching enquiry against real cohort dates and fit before admissions ever opens the thread.
Turning inbound clinic and dental enquiries into booked appointments
A website form or a WhatsApp message asking about a procedure is not yet a booking. Here is how to qualify it against real availability and insurance before reception ever opens the thread.
Why hospitality and event businesses lose the booking to response speed, not price
A wedding, corporate event or venue enquiry usually goes to whoever answers first with a real availability check, not whoever quoted the lowest number. Here is the sequence that answers before the enquiry goes cold.
FAQs
What people ask before scoping whatsapp and instagram ai qualification
Will customers know they are talking to an AI agent?
Yes. We build it to say so. Pretending otherwise breaks trust the moment the lead notices, and on WhatsApp they always notice.
What stops the agent from saying something wrong about pricing?
It answers from a defined knowledge base with explicit rules about what it may quote. Anything outside that scope is escalated to a person rather than guessed. An agent that invents a price costs more than the automation saves.
How long does a build like this take?
The dependency is usually WhatsApp Business API approval and your own sign-off on the script, not the engineering. We give a realistic range at scoping and flag the parts we do not control.
What does WhatsApp actually cost to run?
Meta charges per conversation, by category and by country, and the rate card changes. We bill those charges at cost rather than marking them up, and we give you the rate for your specific markets during scoping.
Can the agent handle more than one language?
Yes, and it replies in whichever language the lead wrote in. That matters as soon as you sell across more than one market, and it is much cheaper than staffing for it.
When does a human take over?
On a score threshold, a keyword, a detected complaint or an explicit request for a person. The thread is handed over with the full transcript attached, so the human never re-asks a question the lead already answered.
Map your onboarding journey in thirty minutes
Bring the way leads reach you today. You leave with the sequence drawn out, the tools named and a realistic cost band, whether or not you build it with us.