Custom AI Sales Agent (WhatsApp)

Casos de uso ideales

• Property brokers capturing budget, neighbourhood, and viewing dates before assigning agents.
• B2B vendors confirming company size, integration needs, and procurement timeline prior to demos.
• Retail brands validating SKU interest and delivery PIN before COD dispatch.
• Training providers screening course level, city, and batch preference automatically.
• Distributors filtering minimum order value and service region before account handoff.

Qué incluye

Fases de descubrimiento e implementación

1. 1. Workshop & script design

   We interview your closers, review historic chats, and draft a branching script that mirrors how your best rep qualifies interest.

2. 2. Integration build

   API credentials, webhook endpoints, and CRM writes are implemented in staging with signed payload validation before any customer traffic.

3. 3. Sandbox rehearsal

   Internal staff run scripted scenarios on the test number while we adjust tone, product answers, and fallback prompts.

4. 4. Controlled launch

   Production traffic ramps with alerting on failed handoffs, plus a two-week review of transcripts and funnel metrics.

Consideraciones de seguridad y privacidad

• 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

Guía de decisión del servicio

Alcance del soporte postlanzamiento

• 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