Use case
Know who to call before you call.
A short WhatsApp journey asks the questions your sales team would ask, saves the answers and routes ready leads to a person.
Illustrative journey
The journey, step by step
A prospect says hello
A keyword or pattern starts the lead qualification journey.
Hi, I saw your ad for a gold loan.
Three quick questions
Answers are saved as contact attributes.
How much do you need?
Under ₹1 lakh₹1–5 lakhAbove ₹5 lakhPermission to follow up
A "Yes" becomes an opt-in entry in the consent ledger, with this chat as the source.
May we send you offers on WhatsApp?
YesNoReady leads go to Sales
Routed to the Sales team by tag; others get a polite close.
Thanks, Sunil. Neha from our team will message you shortly.
What you set up
- 01The lead qualification journey, adjusted to your questions
- 02Contact attributes for the answers
- 03A Sales team and routing rule
- 04Away messages for out-of-hours leads
Guardrails built in
- Opt-in captured in the conversation with its source
- No marketing follow-ups without an opt-in
- One journey per contact at a time, so customers never get two scripts at once