Concept System
Intelligent Lead Pipeline
A design for turning Instagram and WhatsApp enquiries into qualified CRM records with automatic follow-up.
Details
Problem
Enquiries from social channels are answered late and rarely make it into the CRM in a consistent form.
Existing workflow
- A DM arrives
- Someone replies when they can
- Details are typed into a spreadsheet or CRM later
- Follow-up is remembered, or not
System architecture
- Messaging channelInstagram or WhatsApp inbound.
- Qualification agentAsks the questions the sales team needs.
- Routing rulesAssigns by service, size or region.
- CRMRecord created with the full conversation.
- Follow-up automationTimed messages until a reply.
AI components
- Qualification agent
- Structured extraction from free text
- Handover summary for the sales team
Integrations
- Instagram or WhatsApp APIs
- CRM
Automation
- Record creation
- Owner assignment
- Follow-up sequence
- Stop on reply
Analytics
- Enquiry volume by channel
- Time to first reply
- Qualification funnel
Outcome
A concept for evaluation. It has not been deployed for a client and states no results.
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