Unqualified lead
The contact shows interest, but no one gathers requirements, timeline, budget, desired product, or follow-up information.
Sales on WhatsApp Business
AI for sales on WhatsApp Business that qualifies leads and organizes the next step.
Configure the objective, tone, qualification questions, and business sources so the agent can answer questions, recommend products, capture data, and forward each opportunity with the conversation context.
- Commercial qualification during the conversation
- Recommendations with company or catalog data
- Leads organized for CRM and follow-up
Guided selling
Conversation that becomes opportunity
01
Interest identified
The agent understands what the customer is looking for and asks qualifying questions.
02
Commercial response
The AI answers questions, recommends options, and presents contextual next steps.
03
Lead or forwarded sale
Contacts can be routed to a CRM, the sales team, the cart, or human support.
Many sales start on WhatsApp and are lost due to lack of response and context.
When the team is slow to respond, misses important questions, or fails to record the customer’s interest, business opportunities get scattered across conversations.
Recurring sales inquiry
Prices, availability, service channels, products, services, and next steps take up the team's time.
Outdated CRM
Data stays in WhatsApp and is not delivered in an organized way to RD Station, Pipedrive, HubSpot, Bitrix24, or Zapier.
Whatsplaid turns business conversations into structured opportunities.
Set up the sales agent
Set objective, tone, qualifying questions, products, services, rules, and routing criteria.
Connect business data
Use knowledge base, Google Sheets, catalog, e-commerce, CRM, API or company documents.
Engage and qualify on WhatsApp
The AI answers questions, collects data, identifies intent, and organizes the customer’s interest during the conversation.
Forward the next step
Leads can be sent to a CRM, human support, a conversational cart, or sales follow-up with context.
AI helps sales when it knows the product, the customer, and the next step.
Lead capture
Collects name, phone, email, responses, tags, interest and qualification data during the conversation.
CRM and automationSend qualified leads to RD Station, Pipedrive, HubSpot, Bitrix24, Zapier, or connected systems.
Connected e-commerceUse data from Shopify, Wix, and Nuvemshop to respond about products, orders, catalog, and purchases.
Commercial baseConnect policies, arguments, differentiators, FAQs, services, and sales materials as agent sources.
Human supportThe salesperson can take over the conversation, pause the bot, and continue with the full history.
API and webhooksConnect your own systems to create more specific business flows and custom automations.
Use AI at different stages of the sale on WhatsApp.
Understand the need, profile, urgency, and budget before referring to sales.
Present options, send photos, explain differences, and help the customer choose.
When enabled, the agent can organize the selected items, assemble the cart, and send the checkout link for the customer to complete payment in the store.
The team receives the lead's data and understands what the customer requested before proceeding with the approach.
Watch a sales conversation turn into a trackable next step.
Sales AI asks questions and uses configured commercial sources and integrations to organize opportunities without hiding the team’s context.
- 01
The customer asks about price, availability, or a recommendation.
- 02
The agent consults the catalog, talking points, rules, and authorized commercial data.
- 03
Interest becomes a lead, cart, CRM record, or a conversation with a salesperson.
AI for sales needs to be easy to enable and useful for the commercial team.
Whatsplaid prevents turning WhatsApp sales into a technical project. Setup is guided, but the agent can work with real data, integrations, CRM, cart and human oversight.
Manual support
Depends on seller availability and may leave leads unlogged.
Generic bot
Answers questions, but does not qualify leads well or engage with commercial data.
Whatsplaid
Qualifies, recommends, collects data, sends to CRM, and allows human takeover when necessary.
Common questions about AI for sales on WhatsApp.
Do I need programming skills to set up the sales AI?
No. Whatsplaid guides the agent setup with objective, tone, qualifying questions, knowledge base and tests before activation.
Can AI qualify leads?
Yes. It can collect contact data, ask business questions, apply tags, identify interest, and prepare the lead for follow-up.
Does the AI learn from conversation history and the sales style?
The agent uses the current conversation history as context. The objective, tone, rules, qualification questions, and business sources are defined by the company and can be adjusted as needed.
Can the agent recommend products?
Yes. When there is catalog data or an e-commerce integration, the agent can present products, send photos, and guide selection.
Is it possible to build a cart on WhatsApp?
Yes, this feature can be enabled depending on the integration, plan, and configuration. The agent can guide product selection, build the cart during the conversation, and send the store checkout link for the customer to complete payment.
Can the leads go to my CRM?
Yes. Whatsplaid can send lead data to RD Station, Pipedrive, HubSpot, Bitrix24, Zapier, webhooks, or custom integrations.
Turn WhatsApp Business conversations into sales with richer context.
Set up an AI agent to qualify prospects, recommend products, capture leads, and support your sales team.