Sales CRM with AI: WhatsApp Sales Bot and Internal Tools

Problem. Leads arrive on WhatsApp and the sales team followed a seven-stage script by hand. Team documentation would have meant a paid per-seat tool.

Solution. Inside the clinic’s own CRM: the flow builder gained AI blocks (conversation agent, audio transcription, memory about each lead, price validation) and flow export and import. The sales script became one bot flow per funnel stage, with automatic follow-ups and sending hours. Every AI message lands as a draft that a salesperson approves. The CRM also gained an internal Notion (pages, databases with grid, board, list and calendar views, permissions, real-time co-editing, version history) and an AI assistant that searches the docs and works from Excel and PDF files.

Result. The sales bot has been in production since September 2026, with human approval before anything is sent. The team’s documentation lives inside the CRM, next to the business data, with no per-seat subscription.

Built with: AI agents, WhatsApp, flow builder, API documentation (900+ endpoints)