Website enquiries get a reply in minutes and reach the right salesperson

The AI answers each enquiry on WhatsApp, asks a few short questions and hands a summarised lead in Zoho CRM to the salesperson who covers it.

Used day to day by
  • Salespeople
  • Sales head

How it runs with AI

The AI replies to each enquiry on WhatsApp within minutes and asks a few short questions about the need. It creates the lead in Zoho CRM with a summary and sends it to the salesperson who covers that region and product. The salesperson calls already knowing what the customer wants.

How it is done today

Website enquiries arrive in a shared inbox. Someone forwards each one to the sales head, who decides who should call, often a day or two later. By then the customer may have spoken to other suppliers, and what they asked for sits in email threads instead of Zoho CRM.

Step by step

Where the work happens, what the AI does, and where it hands over to a person.

  1. Step 1, AI

    Picks up each new enquiry from the website form

    Needs to know: Products and regions you serve

    In Gmail

  2. Step 2, AI

    Replies on WhatsApp within minutes and asks a few short questions

    Needs to know: Approved WhatsApp templates, Questions to ask

    In WhatsApp Business

    Exception to step 2

    Creates the lead with the answers so far if the customer stops replying

  3. Step 3, AI

    Creates the lead in Zoho CRM with a summary of the chat

    Needs to know: Lead priority rules

    In Zoho CRM

  4. Step 4, AI

    Sends the lead to the salesperson who covers that region and product

    Needs to know: Who covers each region and product

    In WhatsApp Business , Zoho CRM

    Exception to step 4

    Alerts the sales head if the lead status is still unchanged after the agreed time

  5. Step 5, Person

    Calls the customer the same day, already knowing the need

    In Zoho CRM

What stays with a person

  • Calls the customer the same day, already knowing the need

Apps in this example

  • Gmail
  • WhatsApp Business
  • Zoho CRM

The same flow works with the apps you use.

This fits you if

  • Your website brings in more than 50 enquiries a month
  • Enquiries reach sales through a shared inbox or forwarded emails
  • Your salespeople cover different regions or product lines
  • Your customers already talk to you on WhatsApp

What to watch for

  • The website form asks the customer to agree to a WhatsApp reply. WhatsApp requires this consent, and the first message uses a template WhatsApp has approved
  • Prices, discounts and delivery dates stay with your salespeople. The assistant collects the need and passes it on
  • Someone in sales owns the list of who covers which region and product, and updates it when people or territories change

Read more

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