Collect Sales Enquiries with AI
Ask what a customer needs and when they need it, then send the details to the right salesperson.
We need a portal for our customers.
What should customers be able to do, and how many people will use it?
A practical result, not a demonstration.
You may recognise the pattern.
- Forms capture contact details but not useful buying context.
- Salespeople repeat the same qualification questions.
- Leads are routed inconsistently.
- Fast-moving opportunities wait for manual triage.
What changes
- Useful details before the first call
- Enquiries sent to the right person
- The same essential questions asked
- Less time sorting new enquiries
The practical details.
What’s included, what it connects to and how it works.
From trigger to next action.
- Customer starts a chat or form
- The assistant asks relevant questions
- Their answers are recorded
- Agreed rules check needs and timing
- A salesperson receives the details
An example in practice
A visitor starts a conversation instead of filling in a form. Rather than demanding a phone number first, it asks what they are trying to solve, then follows up on the two things that determine fit: scale and timing. Someone who says “this month” does not sit in a queue behind someone who is browsing.
How far can we take it?
A starting point
One intake channel collecting requirement, scale, timing and contact details, with a lead summary and owner assignment. Missing information stays visible rather than being guessed.
Additional work to consider
Several sales teams, more detailed priority rules, extra customer information or help preparing quotations.
What can it connect to?
- Website chat and forms
- An existing CRM, or a structured lead record
- Routing and ownership rules
- Sales team notifications
We’ll check what your existing tools let us access before including a connection in the plan.
Will AI decide which leads are valuable?
It can apply agreed indicators, but the business owns the definition and should review how those rules perform.
Can qualification happen inside WhatsApp?
Yes, if WhatsApp is an appropriate customer channel and the required integrations and platform access are available.
Start with the problem.
No brief or technical diagnosis required.
Tell us what's stuck