WhatsApp bots for sales & lead capture
Reps shouldn't spend their day on cold tire-kickers. A WhatsApp bot asks the qualifying questions up front — intent, budget, area, timeline — so the team only calls leads worth calling.
What sales & lead-capture bots do
These bots run the qualifying conversation an SDR would have on a first call — but in 90 seconds, at any hour, in the lead's language. The conversation lands as a structured lead in your inbox: tagged by intent, area, budget, and timeline.
The team's job becomes calling the leads that matter, not sorting through which ones do. Cold leads get a polite next-step message; hot leads book a viewing, demo, or callback before they cool off.
Flow shapes this category covers
Sales conversations branch the same way across very different industries — these are the building blocks the templates wire up.
Intent split
Buy / sell / rent. Test drive / financing. Demo / pricing. The first question splits the rest of the conversation.
Budget bands
Price, monthly payment, or budget range with sensible bands for your market. The single best 'is this worth a call' filter.
Timeline bucketing
Ready now, 1–3 months, 3–6, just researching. Hot leads get booked; cool leads get a follow-up cadence instead of a wasted call.
Viewing / demo / callback booking
Real availability from your calendar. Hot leads pick a slot; reps walk in already knowing the brief.
Routing to the right rep
Assign by area, language, property type, deal size — the inbox tags the lead so the right person picks it up.
Why WhatsApp for this category
Most paid-ad and listing-portal traffic in Europe and the US clicks through to WhatsApp. Pre-qualifying there beats sending hot leads to a slow form or a Monday-morning callback queue.
Where this shape pays off
A few specific verticals where lead-qualifying bots earn back their setup time fastest. Each card opens a working starting prompt.
Real estate agencies
Splits buyers, sellers, and renters; captures budget bands, preferred area, and timeline; books viewings or callbacks. Particularly strong on portal-driven leads coming from Idealista, Zillow, Rightmove and similar.
Auto dealerships
Asks new vs. used, preferred model, budget, financing interest, and whether they want a test drive or a salesperson. Test-drive bookings drop straight onto the floor team's calendar.
Solar & home installation
Pre-qualifies homeowners before sending an estimator. Asks about ownership, location, roof type, average bill, and whether they want a savings estimate or a consult call.
Online courses & cohort programs
Topic interest, current level, goals, budget, and whether they want curriculum details or an advisor call. Filters out 'just curious' from cohort-ready buyers before the sales call.
Marketing & B2B services
Channel needed (SEO, ads, content), monthly budget, company size, urgency, and whether they want an audit or strategy call. Same shape works for B2B SaaS demos.
Sales & lead-capture FAQ
Ready to launch
Stop calling tire-kickers at 8pm.
Browse the lead-capture templates and pick the one closest to your shape — real estate, auto, solar, courses, agency, or B2B SaaS. Edit the budget bands and routing, connect WhatsApp.
Other use cases
Support & FAQ
Customer support & FAQ bots on WhatsApp
Deflect repeat questions on WhatsApp without losing the customer who actually needs a human.
Quotes & Intake
Quote & project intake bots on WhatsApp
Capture project details on WhatsApp before any human prepares a quote.
Booking & Reservations
Booking & reservation bots on WhatsApp
Real bookings on WhatsApp — service, resource, and time slot in one chat, calendar built in.