DM-LEAD-001StandardSales & Leads
AI Lead Capture & Qualification
Capture new enquiries, prepare a timely response and route the next step to the right person.
- Problem
- Enquiries arrive across forms, inboxes and messaging channels, making consistent follow-up harder.
- Example
- A new website enquiry is added to a CRM, assigned by simple rules and queued for staff review.
- Human involvement
- Staff review the response before it is sent.
SA-01StandardSales & Leads
Lead deduplication & assignment
Match incoming lead details against existing records and queue likely duplicates for review.
- Problem
- Repeated enquiries can create duplicate records and split follow-up history.
- Example
- A new form submission is matched by email and phone, then assigned or flagged for a person to confirm.
- Human involvement
- Staff confirm possible duplicate matches.
SA-03StandardSales & Leads
Referral request routing
Collect referral requests and direct them to the right relationship owner.
- Problem
- Referral introductions may be scattered across chats and individual inboxes.
- Example
- A referral form records the context and sends a review task to the relevant team member.
- Human involvement
- A relationship owner approves the next contact.
DM-WA-001AI workflowWhatsApp
WhatsApp AI Sales & Support Agent
Answer routine questions from approved business information and route exceptions to your team.
- Problem
- Staff repeatedly answer the same opening-hours, product or order questions.
- Example
- A product question gets a response from an approved FAQ; a special request is handed to staff.
- Human involvement
- Unclear, sensitive or non-routine questions go to staff.