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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

✓WhatsApp Business API connection on production and sandbox numbers
✓Conversation flow map with qualification branches and fallback paths
✓Lead capture schema synced to your CRM or spreadsheet destination
✓Human handoff workflow with context summary for the receiving rep
✓Consent and opt-out language aligned with Meta policy
✓Admin dashboard or webhook logs for conversation review
✓Escalation rules for keywords, sentiment triggers, or idle timeouts
✓Launch runbook and operator training session

Discovery aur implementation ke stages

  1. 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. 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. 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. 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 factorYeh approachCommon alternative wala approach yahanNotes
Lead qualification logicBranching flows mapped to your CRM stages with tested handoff triggersGeneric chatbot builder with keyword matching onlyKeyword bots miss paraphrased buying signals; structured qualification reduces junk CRM entries.
WhatsApp policy complianceTemplate review, session window handling, and opt-in copy included in deliveryDIY API setup without messaging policy reviewPolicy violations can throttle or ban your business number.
CRM handoffField-level mapping with duplicate detection and escalation alertsManual CSV export from chat dashboardManual exports break real-time follow-up for hot leads.
Post-launch tuningTranscript review and flow edits included in initial engagement windowOne-time deploy with hourly support billed separatelyFirst 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.

Production sales agents require WhatsApp Business API via Meta Cloud or an approved BSP. The consumer Business app cannot receive programmatic webhooks or integrate with CRM at the depth needed for reliable lead capture and reporting.
When escalation triggers fire, the system sends your rep a summary including captured fields, last user messages, and qualification score. The rep continues in WhatsApp or your CRM inbox with full thread history linked.
Yes. Approved price ranges, delivery timelines, and discount authority are encoded as hard constraints. The agent defers to human review when a request falls outside those boundaries.
Opt-out keywords immediately halt automated replies, log the consent withdrawal, and notify your team. Re-engagement only occurs through approved template messages where the user has opted back in.
Technically yes, but we recommend intent routing at the first message so sales qualification and support troubleshooting follow separate flows. Mixed flows increase misrouting and reduce reporting clarity.