Yeh Custom AI Sales Agent (WhatsApp) ke liye hai
WhatsApp par leads khud qualify hon, follow-up khud chale aur conversions track hon — 24/7 bina team ke madad ke.
Yeh Custom AI Sales Agent (WhatsApp) ke liye hai kya hai?
Custom WhatsApp sales agent structured conversation se inbound leads qualify karta hai, consent ke sath contact details capture karta hai, aur buying intent confirm hone par warm prospects ko CRM ya sales inbox mein handoff karta hai. Hum WhatsApp Business API connect karte hain, escalation rules set karte hain, aur lead volume, drop-off aur handoff quality ki reporting dete hain.
Yeh service kaun se problems solve karti hai
- Sales reps spend hours answering repetitive WhatsApp inquiries instead of closing deals.
- Leads arrive outside business hours and go cold before anyone responds.
- No consistent qualification script — every rep asks different questions.
- CRM records are incomplete because manual data entry is skipped under load.
- Marketing cannot attribute which campaigns drive qualified WhatsApp conversations.
Ideal use cases ab yahan dekhein
- Real estate agencies capturing budget, location, and timeline before scheduling site visits.
- SaaS companies routing demo requests after confirming company size and use case.
- E-commerce brands answering product-fit questions and collecting phone numbers for COD confirmation.
- Training institutes qualifying course interest, city, and preferred batch timing.
- B2B distributors pre-screening order volume and delivery region before passing to account managers.
Andar kya shamil hai
Discovery aur implementation ke stages
1. Discovery & flow design
We map your current sales script, identify drop-off points in live chats, and draft a branching flow covering greeting, qualification, objection handling, and handoff triggers.
2. API & CRM wiring
WhatsApp Business API credentials are connected, webhook endpoints secured, and CRM or sheet sync tested with sample payloads before any customer-facing traffic.
3. Agent training & sandbox QA
Prompts and structured outputs are tuned against your product catalog and FAQ. Internal team members run scripted test conversations on the sandbox number.
4. Production launch & reporting
Live number goes active with gradual traffic ramp, escalation alerts verified, and a reporting view shared showing leads captured, handoffs, and unresolved threads.
Integration dependencies
- Meta Business verification completed for WhatsApp Business API
- Dedicated phone number not tied to a personal WhatsApp account
- HTTPS webhook endpoint reachable from Meta servers
- CRM API credentials with create/update permissions on lead objects
- Template messages pre-approved for outbound session re-openers where required
Security aur privacy ke considerations
- Webhook signatures validated on every inbound Meta event
- Lead PII encrypted in transit and stored only in customer-controlled systems
- Role-based access to conversation logs limited to sales and ops staff
- Opt-in and opt-out events logged with timestamps for audit
- No training on your conversation data by third-party models unless explicitly configured
Failure aur fallback ka handling
- If the LLM provider is unreachable, a static fallback message offers human callback within stated hours
- CRM sync failures queue leads locally and retry with alerting to ops
- Unrecognized intents route to a human queue after two failed clarification attempts
- Session expiry triggers a template re-engagement message only where Meta policy allows
Service decision guide ab dekhein
| Decision ka factor | Yeh approach | Common alternative wala approach yahan | Notes |
|---|---|---|---|
| Lead qualification logic | Branching flows mapped to your CRM stages with tested handoff triggers | Generic chatbot builder with keyword matching only | Keyword bots miss paraphrased buying signals; structured qualification reduces junk CRM entries. |
| WhatsApp policy compliance | Template review, session window handling, and opt-in copy included in delivery | DIY API setup without messaging policy review | Policy violations can throttle or ban your business number. |
| CRM handoff | Field-level mapping with duplicate detection and escalation alerts | Manual CSV export from chat dashboard | Manual exports break real-time follow-up for hot leads. |
| Post-launch tuning | Transcript review and flow edits included in initial engagement window | One-time deploy with hourly support billed separately | First two weeks of live traffic usually reveal edge cases not visible in sandbox. |
Post-launch support ka scope yahan hai
- Two weeks of flow tuning based on live conversation transcripts
- Monthly review of drop-off nodes and suggested script adjustments
- Template message updates when Meta policy or product catalog changes
- Optional retainer for new seasonal campaigns and A/B flow variants
Yeh Custom AI Sales Agent (WhatsApp) ke liye hai FAQs
Hamari AI Intelligence service ke bare mein common sawalat.
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