Automation of lead capture and qualification on WhatsApp for an AI consultancy
The problem
The AI consultancy needed to capture and qualify leads in a scalable way without relying on an available sales team. Manually attending to WhatsApp messages was unfeasible.
The solution
An AI conversational agent was implemented on WhatsApp to act as the first sales line. The workflow orchestrated in n8n receives messages via EvolutionAPI and accumulates them with a debounce using Redis (open-source solution auto-hosted on a customer's VPS) to reconstruct the lead's intent. When a real fit is detected, the agent invites the lead to schedule a meeting on Calendly.
The conversation history is stored in Redis, allowing the agent to remember previous interactions.
A system for error management and logs was implemented to continuously improve the agent's performance.
A prompt is designed with a rigorous qualification process, and enabling the referral of non-leads to the website.
Tools used
Results
24/7 lead attention on WhatsApp with a professional and friendly tone.
No messages go unanswered, ensuring continuous support.
Meetings are generated with prior context instead of cold leads.
The system scales without marginal cost per conversation volume.