From Form
to Close.
See the default SalesAgentAI workflow from inbound inquiry to qualified WhatsApp conversation, structured opportunity data, and CRM-ready handoff. Personalize the walkthrough to view your industry-specific version.
A lead submits an inquiry.
A new inbound lead fills out a form, requests information, or triggers a campaign CTA. SalesAgentAI is notified immediately.
WhatsApp engagement starts instantly.
Within seconds, SalesAgentAI starts a personalized WhatsApp conversation with New Inbound Lead, referencing their inquiry and opening the qualification flow.
SalesAgent Executive
online
The AI extracts intent and qualification signals.
The conversation is used to capture the key signals your team needs such as fit, urgency, timing, and readiness. The profile is structured in real time.
Intent
Commercial inquiry
Timeline
Active
Priority
Qualified
Routing
Best-fit team
Structured opportunity data is sent to your CRM.
Qualified lead data is formatted and synced to your CRM automatically. No manual copy-paste, and no context lost between chat and CRM.
New Inbound Lead
Website → WhatsApp
Contact
New Inbound Lead
Source
Website → WhatsApp
Score
Qualified
Stage
Sales Ready
Your team gets a qualified lead to work.
Based on lead score, location, and specialization, the AI routes the opportunity to Sales Team with the context needed for a relevant follow-up.
Sales Team
MATCHEDAssigned Owner
New qualified inbound lead routed with conversation context and recommended next step.
Respond while intent is still active..
SalesAgentAI starts the WhatsApp conversation in seconds so your team is not trying to recover momentum after the lead has cooled.
Commercial Outcome
To First Response
Ready to see it
in action?
Deploy SalesAgentAI for your inbound team and start turning more raw inquiries into sales-ready opportunities without adding manual qualification work.