For sales teams with more enquiries than time
An AI assistant that qualifies enquiries on WhatsApp, then hands over
It asks your questions in the buyer's language, scores the answers against your rules and passes serious buyers to the right person.
How AI qualification works, from first message to handover
- 01
The enquiry arrives and gets a reply
Enquiries from WhatsApp, your website form, click-to-WhatsApp ads, JustDial, IndiaMART or your CRM land in one place. The assistant replies straight away in the language the buyer wrote in, whether English, Hindi, Hinglish or another language you choose to support.
- 02
It asks your questions, one at a time
Budget, decision maker, need and timing, or whatever questions your sales team uses. It asks one at a time, skips anything the buyer has already said, and keeps the tone of a short conversation rather than a form.
- 03
It scores, routes and hands over
Answers are scored against rules your sales head signs off, with the reasons visible. Buyers above your threshold go to the right person in your CRM, Slack or WhatsApp with the whole conversation attached. Others get slower follow-up and are re-scored when they reply.
Where AI qualification helps
It is most useful where enquiries arrive in volume, many are not a fit, and the good ones go cold if nobody answers quickly.
Demo requests for B2B software
Company size, use case, current tools and who decides are captured before a salesperson opens the thread or gives up a calendar slot.
How we work with B2B service firmsProperty enquiries and site visits
Budget, configuration, possession timeline and whether it is for living in or investing, with the right relationship manager receiving the whole conversation.
How we work with real estate developersClinic appointment requests
Service needed, preferred time and branch, sorted before reception sees them. The assistant never gives medical advice and passes anything urgent to a person.
How we work with doctors and clinicsEnquiries to professional firms
For CA firms, law practices and consultancies: the type of work, urgency and size, so a partner replies to the right enquiries first. Wording stays factual and is approved by the firm.
How we work with chartered accountantsMissed calls followed up on WhatsApp
When a call is missed, the caller gets a WhatsApp message and the same questions start there, so the enquiry is not lost to the next business they call.
Automations and AI for calls and messagesFollow-up on the buyer's preferred channel
Once qualified, follow-up continues on WhatsApp, email or as CRM tasks, depending on what the buyer prefers and what they replied to.
CRM, WhatsApp and email for follow-up compared
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Read how we do this workCheck whether qualification is the right place to start
The Automation Advisor asks how your team works and suggests where automation would help most: qualification, follow-up or something else. You get a written list with the reasoning shown.
Open the full tool
Launch the interactive version in a new tab to plug in your numbers.
Open the toolFrequently asked questions
Is this just ChatGPT with a prompt?
It runs on an established AI model, set up with your ideal customer, your qualifying questions, your scoring rules, your tone and examples from past enquiries. The questions and rules are kept as files you own and can change. We build on existing models rather than training new ones.What happens when it scores a good lead too low?
No scoring is perfect, so mistakes are made recoverable. Low-scored leads still get follow-up and are re-scored on every reply. Where the assistant is unsure, the lead goes to a person to review. Every decision and its reasons are visible.When does a person take over?
When the score passes your threshold, when the buyer asks for a person, or when the buyer asks something outside the questions it is set up for. The person receives the whole conversation and the answers so far, so they start in the middle, not at the beginning.Does it work with our CRM?
Usually. HubSpot, Zoho, Salesforce, LeadSquared and Sell.do all accept new leads with custom fields through their APIs, and many other CRMs do too. Changes in the CRM, such as a deal marked lost, can also change what the assistant does next. We confirm the details for your CRM in the Consultation.How is the buyer's data handled?
The assistant collects only what qualification needs. We agree with you where conversations are stored, who can see them and how long they are kept, and set the system to delete them on that schedule. Buyers can ask for their data, and the records make that straightforward to answer.Do we pay a monthly subscription?
No subscription to us. You pay for the build, and the running costs (the AI model, WhatsApp messages, hosting) are billed by those providers, usually to your own accounts. The Consultation gives you the build cost and an estimate of running costs based on your volume.
Related guides
If qualification is the first step, these pages cover what usually comes next.
Keep reading
Last reviewed October 2026
Let your sales team spend its time on buyers who are ready to talk.
In a Consultation we look at where enquiries come from, how many are a fit and how fast your team replies today. You get a plan: what to build, what to skip, the build cost and the timeline.