WhatsApp AI Agent: Lead Qualification, Support & CRM Sync by lucas vergutzWhatsApp AI Agent: Lead Qualification, Support & CRM Sync by lucas vergutz
WhatsApp AI Agent: Lead Qualification, Support & CRM Synclucas vergutz
Cover image for WhatsApp AI Agent: Lead Qualification, Support & CRM Sync
▎ A WhatsApp AI agent that answers every lead instantly, asks the right qualification questions, and hands only qualified conversations to your team, so no opportunity is lost after hours or in a busy inbox. ▎ ▎ Built with n8n and OpenAI or Claude, with guardrails, logging and a clear human handoff. ▎ ▎ Typical use cases ▎ Lead qualification, first-line customer support, appointment scheduling and automated follow-up. ▎ ▎ Deliverables ▎ - Conversation design tailored to your business: tone, FAQs, qualification criteria and escalation rules ▎ - AI agent connected to WhatsApp and to your knowledge base ▎ - Human handoff when the conversation needs a person ▎ - CRM or Google Sheets synchronization, with optional calendar booking ▎ - Logging, basic guardrails and failure alerts ▎ - Documentation and a handover session ▎ - 7 days of adjustments after launch ▎ - Logging, basic guardrails and failure alerts ▎ - Documentation and a handover session ▎ - 7 days of adjustments after launch ▎ ▎ Process ▎ 1. Discovery of your sales or support flow ▎ 2. Scope and fixed price confirmed in writing ▎ 3. Build, testing with real scenarios and refinement ▎ 4. Launch, walkthrough and handover ▎ ▎ Requirements: WhatsApp Business access (the official Cloud API is recommended), your FAQs and service information, and CRM access if applicable. ▎ ▎ Not included: WhatsApp API provider fees and AI usage costs; additional channels such as Instagram or Telegram (quoted separately).
Starting at$15 /hr
Tags
ChatGPT
Claude
Google Gemini
Lead Qualification
N8N
AI Chatbot Developer
Agent AI
Costumer Support
CRM Integration
Service provided by
lucas vergutz Joinville - Pirabeiraba, Brazil
WhatsApp AI Agent: Lead Qualification, Support & CRM Synclucas vergutz
Starting at$15 /hr
Tags
ChatGPT
Claude
Google Gemini
Lead Qualification
N8N
AI Chatbot Developer
Agent AI
Costumer Support
CRM Integration
Cover image for WhatsApp AI Agent: Lead Qualification, Support & CRM Sync
▎ A WhatsApp AI agent that answers every lead instantly, asks the right qualification questions, and hands only qualified conversations to your team, so no opportunity is lost after hours or in a busy inbox. ▎ ▎ Built with n8n and OpenAI or Claude, with guardrails, logging and a clear human handoff. ▎ ▎ Typical use cases ▎ Lead qualification, first-line customer support, appointment scheduling and automated follow-up. ▎ ▎ Deliverables ▎ - Conversation design tailored to your business: tone, FAQs, qualification criteria and escalation rules ▎ - AI agent connected to WhatsApp and to your knowledge base ▎ - Human handoff when the conversation needs a person ▎ - CRM or Google Sheets synchronization, with optional calendar booking ▎ - Logging, basic guardrails and failure alerts ▎ - Documentation and a handover session ▎ - 7 days of adjustments after launch ▎ - Logging, basic guardrails and failure alerts ▎ - Documentation and a handover session ▎ - 7 days of adjustments after launch ▎ ▎ Process ▎ 1. Discovery of your sales or support flow ▎ 2. Scope and fixed price confirmed in writing ▎ 3. Build, testing with real scenarios and refinement ▎ 4. Launch, walkthrough and handover ▎ ▎ Requirements: WhatsApp Business access (the official Cloud API is recommended), your FAQs and service information, and CRM access if applicable. ▎ ▎ Not included: WhatsApp API provider fees and AI usage costs; additional channels such as Instagram or Telegram (quoted separately).
$15 /hr