WhatsApp · Chat · CRM routing

Stop losing leads to slow follow-up

Every enquiry gets a useful reply in seconds, gets qualified automatically, and lands with the right person. You keep the conversations that matter and drop the manual sorting.

Mobile interface for an automated lead capture and chat flow
Automated lead capture

What's included

AI automation for business, built inside your accounts

Speed is the difference between a booked meeting and a lost sale. Your forms, chat and WhatsApp get wired into a single flow so qualified leads book a call, request a proposal, or get routed instantly — with no manual sorting in between.

Bots handle triage and FAQs; your team gets alerted the moment a buyer is warm. Everything runs in your own tools, documented, with clean admin access handed over. No dependency on us to keep it running.

Core scope

WhatsApp lead capture

Click-to-WhatsApp with auto-greeting, intent tagging and a booking link — converts ad clicks into qualified conversations.

Lead routing & assignment

Route by service type, budget or urgency without manual sorting, so the right lead reaches the right person instantly.

Follow-up sequences

No reply in 24 hours? Auto-reminder. Meeting booked? Prep brief and confirmations sent automatically.

CRM enrichment & dedupe

Normalised names and emails, deduplicated records, and a pipeline that stays clean with zero manual effort.

Process

How an automation build runs

We start with the two or three flows that pay for the project, then expand.

01

Discover

We audit your current stack and bottlenecks, then pick the automations with the highest return to build first.

02

Design & build

Flow charts, routing logic, messages and edge cases — approved by you, then implemented inside your own tools.

03

Test & hand over

Dry runs, monitoring and fallbacks. Go live, observe for a week, refine — then a documented handover you own.

Working module

The four-phase automation process

Nothing goes live until you have seen the full system on paper and approved it.

  1. Discover

    We audit your current stack and bottlenecks. We pick the 2–3 automations with the highest ROI first.

  2. Design

    Flow charts, routing logic, messages, and edge cases. You approve the full system before we build.

  3. Build

    We implement inside your tools — CRM, WhatsApp, email, webhooks. Tracking and alerts included.

  4. Test & Launch

    Dry runs, monitoring, fallbacks. Go live, observe, refine in week one. Handover follows.

Tools we work in

Make / Zapiern8nWebhooksWhatsApp Cloud APITwilioHubSpotZohoPipedriveAirtableGoogle CalendarGA4Looker Studio

Answers

AI automation questions we get asked most

Can you build a WhatsApp bot that books meetings?

Yes. We set up a branded assistant that greets leads, qualifies with short questions, and shares a booking link. High-intent chats can alert your team instantly.

Will this work with my existing CRM?

Yes. We support HubSpot, Zoho, Pipedrive, Notion, and Airtable. We map fields, stages, owners, and routing rules to keep your data clean from day one.

Does this replace my team?

No. Automation handles repetitive triage so your team focuses on conversations and closing. Bots handle the sorting; humans handle the nuance.

What about data privacy and security?

We keep automations inside your own accounts where possible, use least-privilege API keys, and document exactly what data is stored and why.

How fast can we launch AI automation?

A starter build goes live in 1–2 weeks. Larger suites take 3–5 weeks depending on tools, approvals, and complexity.

Who owns the system after launch?

You do. We hand over flow diagrams, admin access notes, and Loom walkthroughs so your team can run and maintain everything independently.

The next step

See where your leads are falling through

We'll map your current enquiry flow and show you exactly where leads go cold — then what to automate first for the fastest return. No cost, no obligation.

Talk to us