Direct answer
Four steps, in order: (1) an inquiry arrives on the website, WhatsApp or email, (2) the agent replies instantly and asks a short set of qualifying questions specific to your business, (3) the answers are scored against your criteria to decide if it's a real fit, (4) a qualified lead is logged in your CRM with full context, and your team takes over. Nothing about it is a mystery — see below for what happens at each step.
Step 1 — the inquiry arrives
A visitor submits a website form, sends a WhatsApp message, or emails — whichever channel your business actually uses. The agent is watching all of them, not just one, so a lead doesn't get missed because it arrived on the "wrong" channel.
Step 2 — instant response and qualifying questions
The reply goes out within seconds, day or night. It's not a placeholder "we'll be in touch" — it's a real response that acknowledges what was asked, followed by a short set of questions configured on your actual business (typical budget range, timeline, service type) rather than a generic script reused across every client. See AI Lead Qualification for exactly how that scoring logic is set up.
Step 3 — scoring against your criteria
The answers are scored against criteria your business defines during setup — not a universal definition of "qualified." A high-fit lead is flagged for your team immediately; a lead that isn't ready yet gets a clear next step (a resource, a calendar link, or a note that follow-up continues on schedule) instead of silence.
Step 4 — CRM handoff
A qualified lead is logged in your CRM automatically — contact details, what they're looking for, and how they were qualified — with no manual data entry. See Website CRM Integration for what that connection actually involves. Your team picks up a conversation that already has context, instead of starting from a blank inquiry.
What the agent does not do
It doesn't negotiate, doesn't close, and doesn't replace a real sales conversation — see AI Sales Agent vs Human Sales Rep for exactly where that line sits. It also doesn't invent answers about your business outside what it's configured on — if it doesn't know something, it says so and routes the question to your team.
How it works
- 1
Inquiry arrives
Website, WhatsApp or email — the agent watches all connected channels.
- 2
Instant response + qualifying questions
A real reply within seconds, followed by questions specific to your business.
- 3
Scored against your criteria
Fit is judged against what your business defines as qualified — not a generic standard.
- 4
CRM handoff
A qualified lead is logged automatically, with context, ready for your team to take over.
Questions
Is the AI generic, or configured for my specific business?+
Configured specifically — on your services, pricing structure and qualifying criteria, not a script reused across different clients.
What happens if a question falls outside what it's configured to answer?+
It says so honestly and routes the conversation to your team, rather than guessing or inventing an answer.
Does this work the same way on WhatsApp as on the website?+
Yes — the same qualification logic applies regardless of which connected channel the inquiry arrives on.
How long does setup take before this is actually running?+
It's scoped during a Revenue Audit based on your specific channels and qualifying criteria — see AI Sales Manager for the base pricing and what's included.