AI assistant qualifies leads and filters budget for custom booths: the Odara Stands & Cenografia case
Odara uses an AI assistant for initial customer service, technical and financial lead qualification, ensuring focus on qualified prospects.
Purpose and outcome: Odara's AI assistant automatically qualified leads, ensuring that only prospects with a compatible budget were forwarded to the sales team, optimizing the sales process while maintaining professional and efficient support.
How Odara Stands & Scenography structured this operation on WhatsApp.
Odara Stands & Cenografia is a company specialized in the design, production and assembly of stands and scenography for trade shows and events, acting as a communication and marketing agency for brands, with over 15 years of experience and a premium positioning. Provide initial customer service with courtesy, answer institutional and technical questions, apply a technical and financial qualification filter based on an investment table per square meter, and transfer only qualified leads to the sales team.
The assistant follows a 4-step qualification flow: (1) collects contact details, event, desired solution and area (m²); (2) applies a mandatory estimated investment filter based on an internal table by region and area, presenting the estimate to the customer for confirmation; (3) collects technical inputs such as the fair map, brand manual and deadline for delivery of the 3D project; (4) generates a summary and transfers to human support only if the lead is qualified and confirms the quote.
The strategy of Lead capture and qualification applied to the company's objective.
See how challenge, setup, and features connect to transform conversations into a customer service, sales, marketing, or support operation.
Ensure the initial support filters leads appropriately with budgets compatible with bespoke, high-end projects, avoiding wasted time from the sales team on unqualified prospects while maintaining a cordial and professional customer experience. Configure the AI assistant using detailed institutional and commercial knowledge base, a structured four-step qualification flow, application of an investment-per-square-meter guideline for financial alignment, and transfer rules to human support only for qualified leads or specific cases of dissatisfaction or complex questions.
How the flow of Lead capture and qualification works on WhatsApp.
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Next steps for this operation.
Importance of a clear financial filter to avoid incompatible leads
A professional and objective tone to maintain credibility
Efficiency of the structured flow for step-by-step qualification
Need for clear rules for handoff to human support
Evaluate integrating additional modules to collect technical documents directly in chat, expand the knowledge base with new content, and explore automations for post-qualification follow-up.
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