AgentWorkflow
Lead capture and networking
At events, exhibitions and meetings, contacts scan a code. The agent qualifies them, offers a meeting with your team and logs every lead, booked or not.
How it works
01
Visitors at your event or meeting scan a code
02
A WhatsApp conversation opens with your agent
03
The agent qualifies them and offers a meeting with your team
04
Every contact is logged as a lead, booked or not
Related use cases
QualificationAgentWorkflow
Inbound lead qualification
Qualifies every lead against your own criteria, tags its stage, and alerts sales the moment a serious buyer appears.ImpactSales spends its time only on qualified pipeline
WhatsAppWeb chatCRMAgentIntegrationLeads written to your CRM
Creates and updates leads, contacts and notes in your CRM as the conversation happens, with the details already structured.ImpactComplete CRM records with no manual entry
All channelsQuotesAgentInstant quotes
Asks the questions that set the price, then quotes from your price list on the spot and hands over to sales to close.ImpactQuote in minutes instead of a next-day callback
WhatsAppWeb chatCommerceAgentIntegrationOrdering inside the chat
Takes the order end to end in the conversation: items, options, delivery and an explicit confirmation before it's placed.ImpactOrders from customers who would never open the website
WhatsAppWeb chat