Unqualified lead
The contact shows interest, but no one collects needs, deadlines, budgets, desired products, or follow-up data.
Whatsplaid helps anyone set up an AI agent to qualify leads, answer commercial questions, recommend products, capture leads, and support the sales team with context.
The agent understands what the customer is looking for and asks qualification questions.
AI answers questions, recommends options, and presents next steps with context.
The contact can go to CRM, sales team, cart, or human atendimento.
When the team delays responses, forgets important questions, or doesn't record customer interest, sales opportunities are scattered across conversations.
The contact shows interest, but no one collects needs, deadlines, budgets, desired products, or follow-up data.
Prices, availability, service channels, products, services, and next steps take up the team's time.
Data stays on WhatsApp and does not arrive organized to RD Station, Pipedrive, HubSpot, Bitrix24, or Zapier.
Define objective, tone, qualification questions, products, services, rules, and routing criteria.
Use knowledge base, Google Sheets, catalog, e-commerce, CRM, API, or company documents.
AI responds to doubts, collects data, identifies intent, and organizes customer interest during the conversation.
The lead can go to CRM, human support, conversational cart, or commercial follow-up with context.
Collect 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 purchase.
Commercial databaseTrain AI with policies, arguments, differentiators, FAQs, services, and sales materials.
Human supportThe salesperson can take over the conversation, pause the bot, and continue with full history.
API and webhooksConnect your own systems to create more specific commercial flows and custom automations.
Understand needs, profile, urgency, and budget before forwarding to sales.
Present options, send photos, explain differences, and help the customer choose.
When enabled, the agent can organize selected items, assemble the cart, and send the checkout link for the customer to complete payment in the store.
The team receives lead data and understands what the client requested before continuing the approach.
Whatsplaid avoids turning sales on WhatsApp into a technical project. The setup is guided, but the agent can work with real data, integrations, CRM, cart, and human control.
No. Whatsplaid guides the agent setup with goal, tone, qualification questions, knowledge base, and testing before activation.
Yes. It can collect contact data, ask commercial questions, apply tags, identify interest, and prepare the lead for follow-up.
Yes. When there is catalog data or e-commerce integration, the agent can present products, send photos, and guide the choice.
Yes, this feature can be activated depending on integration, plan, and setup. The agent can guide product selection, build the cart during the conversation, and send the store's checkout link for the customer to complete payment.
Yes. Whatsplaid can send lead data to RD Station, Pipedrive, HubSpot, Bitrix24, Zapier, webhooks, or other integrations.
Set up an AI agent to qualify interested parties, recommend products, capture leads, and support your sales team.