What this AI does: reads every WhatsApp lead, assigns it to the right rep, qualifies it with smart questions, then follows up automatically until it's closed — 3 boards, one system, zero manual triage.
Section 0
The Problem
Leads pour in on WhatsApp faster than any human can triage — while your team sleeps, eats, or is on another call.
6
unassigned leads waiting right now
Live Inbox
Board 1 of 3
Assignment Board
Every inbound lead is read, tagged, and routed to a rep automatically — fair round-robin, zero manual triage.
💬 New Leads (WhatsApp) 0
🧑💼 Consultant A 0
🧑💼 Consultant B 0
🧑💼 Consultant C 0
Board 2 of 3
Qualification Board
The AI asks the qualifying questions your reps would ask anyway — budget, timeline, need — before a human ever gets involved.
JT
Jamie Tan
online
🤖 AI Assistant — Auto-Replying Live
🤖 AI typing...
🤖 AI Qualification Summary
BudgetRM 3,000/mo
TimelineThis month
Fits Offer?✓ Yes
Lead Score0/100
🔥 Hot Lead — routed to top of Follow-up Board
Board 3 of 3
Follow-up Board
A pre-built sequence nudges every lead at Day 1, 3, and 7 — and knows to stop the moment someone's already converted.
1
Day 1
"Hi Jamie, following up on your enquiry — happy to answer any questions before you decide 🙂"
Scheduled
3
Day 3
"Just checking in — want me to send over the case study you asked about?"
Scheduled
7
Day 7
"Last check-in — still keen to move forward?"
Skipped — already converted at Day 3 ✅
The Big Picture
One System. Every Lead. Every Stage.
Assignment, Qualification, and Follow-up aren't 3 separate tools — they're one board, handing each lead off automatically.
📥
Assignment
➜
✅
Qualification
➜
🔁
Follow-up
➜
🎉
Closed Won
0
leads processed today
0
manual triage needed
📊 Daily Report sent to Boss's WhatsApp — 12 leads assigned, 7 qualified, 3 follow-ups sent, 1 closed won.