From ad click to purchase
Most revenue is lost between the first chat and the visit. These guides show how AI employees remember, qualify and follow up at each stage.
Ads to WhatsApp Leads
Answer every click-to-WhatsApp chat instantly, ask your qualification questions and keep the ad source on the lead.
Read guide Qualified leadQualify Leads on WhatsApp
Separate serious buyers from browsers inside the chat and rank prospects so reps start with the best ones.
Read guide Visit and purchaseFollow Up Until the Visit
Remember every quote and promise, and surface the follow-up on the day it is due.
Read guide Every dayDaily Sales Briefing
Give reps a ranked list and managers a team summary before the first call of the day.
Read guideFrequently Asked Questions
What do these use cases cover?
The sales journey for inquiry-driven businesses: an ad sends a buyer to WhatsApp, the conversation is qualified, a visit or consultation is booked, and follow-up continues until purchase. Each guide covers one stage.
Which businesses are they written for?
Businesses with high-value, consultation-led sales such as real estate, home improvement, education, clinics and car dealers. See the industries page for guides by sector.
Can I set this up myself?
Yes. Every plan is self-serve. If you would rather have it designed and run for you, Managed AI Workforce covers assessment, implementation and ongoing optimization.
See ChatAgent in action
15 minutes with the founder. Real talk about your WhatsApp challenges and honest answers about whether ChatAgent fits your business.
You talk to the founder, not a salesperson.
Remember every customer. Prioritize every relationship. Know what to do next.
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