Front desk & inbox
Qualifying before anyone picks up
The three questions you always ask, always asked
Sales time is wasted on discovery that could have happened before the conversation started. The three questions are always the same, and the customer is perfectly willing to answer them at midnight.
- Asks your qualifying questions, in your order
- Saves the answers as fields, not buried in a thread
- Creates the deal already populated
- Tells your ad platforms which leads were real
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Today
A pipeline of unqualified enquiries, each needing a call to discover what a message could have asked.
With this running
Deals arriving with budget, timeline and requirement already on them, ranked by whether they are worth a call at all.
Step by step
What actually happens
- Customer
Hi, I saw your ad — interested in the corporate package.
- Assistant
Creates the contact, then asks the qualifying questions one at a time rather than as a form.
- Customer
Answers over four short messages.
- Assistant
Saves each answer to its field, tags the contact, opens a deal in the right pipeline and reports the lead back to the ad platform.
- Your team
Opens a pipeline where every new card already says what it is worth.
01 / 02
A conversation, not a form
The reason this works where a web form does not is that it asks one question at a time, in the channel the customer already chose, and it can handle an answer that arrives out of order or wrapped in a story. A form gets abandoned at field four; a conversation gets finished.
02 / 02
It closes the loop with your advertising
A qualified lead is reported back to the ad platform that produced it, so the platform optimises toward people who turn out to be real rather than people who click. That single connection is usually worth more than the time the qualifying saved.
How this is put together
The same building blocks every assistant is made of. Nothing here is bespoke to this scenario.
What starts it
A customer message — A first message from a number nobody has spoken to
Where it runs
What it can do
- Looked up a contact by number
- Added a new contact
- Updated the contact
- Filled in a custom field
- Tagged the contact
- Checked the pipelines
- Created a deal
- Marked the lead as qualified
- Replied
What it uses
Every action above is a real capability, and every run keeps a record of which ones it used. How the engine holds this together →
More like this
Other things it does
The enquiry that arrives at 11pm
Answered now, not at nine tomorrow
Two thirds of the messages a small business gets arrive outside the hours it is open. Answering them the next morning is not slow service — it is losing the ones who asked three places at once.
Learn moreThe voice note in Urdu at midnight
It listens, understands, and can reply the same way
In a lot of markets the voice note is the default, not the exception — and every one of them is a message somebody has to stop and listen to. This listens instead, and answers in the language it was asked in.
Learn moreThe customer who sends a photo
It looks, describes, and routes it to the right person
A photo is the fastest way for a customer to explain something and the slowest thing for a business to process, because it cannot be searched, sorted or read at a glance six weeks later.
Learn moreWhere this runs
The channels this scenario works on, and the industry module it belongs to.
Would this work for how you actually operate?
Tell us the scenario you have in mind. If it needs a building block we do not have, we would rather say so than sell you a demo.
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