PROJECT 01 · LEAD MANAGEMENT
WhatsApp Lead Management System
An AI-powered WhatsApp intake system that talks with enquiries, collects the information needed, and turns the conversation into a structured lead record.
All visuals below are screenshots of the working system. Sensitive information has been selectively redacted.
The customer explains what they need
The AI agent holds a natural WhatsApp conversation and asks questions about the business, current process and the problem they want to improve.
The agent qualifies the enquiry
The conversation continues to collect practical details such as contact information, tools, timeline and budget before the enquiry is handed over.
The conversation becomes a structured lead
The collected information is automatically written into the central lead sheet, ready for review and follow-up without manually copying the conversation.
RESULT