Solution 03 golden hour
From first message to customer, without leaks
Bots that receive and qualify leads, a CRM-style funnel and automatic AI follow-up.
The underlying problem
Leads arrive through WhatsApp, the website, campaigns — and land on somebody’s phone. They get answered when possible: hours later, once the interest has already cooled. And the message that comes in at nine at night gets answered by no one.
Follow-up lives in memory and spreadsheets: the “I’ll call you Tuesday” that never happens, the quote nobody chases, the prospect who asked twice and bought elsewhere the third time. Out of every ten leads, four go cold without a second contact.
The cost is double: you pay campaigns to generate leads that are then lost for lack of timely attention, and nobody knows which channel or message works — because nothing gets recorded or measured.
How it works
- 01
Every channel, one inbox
WhatsApp, web forms, campaigns and referrals flow into one place on their own — no more leads living on a salesperson’s phone.
- 02
The bot replies and qualifies instantly
First response in seconds, at any hour. It asks the right questions, qualifies interest and hands to a human only what needs human judgment.
- 03
A funnel with an owner and history
Every lead moves through visible stages with a responsible and the full story — who asked, what was quoted, what is missing.
- 04
Follow-up that never forgets
Automatic reminders and follow-up messages. If a lead is left without contact, the agent detects it and rescues it before it goes cold.
- 05
Measure the funnel and improve
Conversion by stage and channel, response times, loss reasons. With everything measured, AI suggests where to adjust campaigns and process.
By industry
Hours without contact · coldest lead
52 hAgents selling · live
- quote #3312 built and sent · Plaza Real Hotel
- “do you have it in stock?” · answered by the bot
- campaign adjusted · cost per lead −18%
- day-2 follow-up sent · Agro San José
Funnel · current week
Sales pulse
Quotes · demo · synthetic data
| time | record | area | status |
|---|---|---|---|
| 10:14 | “can you quote 20 units?” · in | new | |
| 10:14 | bot replied · qualifying interest | bot | auto |
| 10:32 | quote #3312 sent | quotes | sent |
| 11:05 | day-2 follow-up scheduled | follow-up | auto |
| 11:40 | order confirmed · El Roble Mining | sales | won |
Leads flow in on their own — WhatsApp, forms and campaigns. The bot replies first and everything keeps an owner and history.
Lead channels
Reports of the day · built by agents
Nobody built these reports: the agent assembles them from the funnel already measured and sends them to the decision maker.
Agent roster · today
Typical areas
- Sales
- Quotes
- Warehouse
- After-sales
The bot handles the first technical question and an agent builds the quote the same day. Unanswered quotes get followed up on their own — nothing stays in “I’ll call later” — and the confirmed order goes straight to warehouse and invoicing.
Typical areas
- Sales
- Scheduling
- Support
- Billing
Prospects get qualified and book their appointment without human intervention; automatic reminders lower no-shows, and every client keeps a complete file and history from the first message.
Typical areas
- Sales
- Visits
- Marketing
- After-sales
The bot answers ad leads at any hour, schedules and confirms visits, and follow-up walks the deal from reservation to signing — with every advisor seeing their portfolio up to date.
Typical AI agents
“can you quote 20 units?” · replying
23 tasks todayhigh interest · moves to quote
14 tasks todayquote #3312 · building
9 tasks todaylead with no follow-up 48 h · rescuing
141 tasks todayThursday 12:00 meeting · confirming
3 tasks todayconversion by channel · analyzing
11 tasks todayMade to measure
Demos use synthetic data. Every funnel is configured to each client’s process and integrates with the tools you already use.
