What This Agent Does
How it works.
This agent monitors multiple inbound channels (website form, WhatsApp Business, social DMs) and captures every lead into the CRM. It then qualifies the lead by budget, intent and timeline using Claude AI, assigns a score, and triggers the appropriate follow-up sequence.
Inputs
→Lead name & phone
Captured from form submission or WhatsApp opt-in
→Lead source
Website / WhatsApp / Instagram / referral — tracked per channel
→Message / enquiry text
Used by Claude AI for intent scoring and qualification
→Business type
Determines which follow-up sequence is triggered
Outputs
CRM entry created
Lead added with source, score, and qualification status
WhatsApp welcome sent
Auto-personalised message within 2 minutes of lead capture
Follow-up sequence triggered
3-touch sequence: Day 0, Day 2, Day 5 — stops on reply
Meeting link sent
Calendly / Google Meet link included in follow-up
Manager alert
If lead score > 8, instant WhatsApp alert to sales manager