WhatsApp chatbot template: lead qualification
Enquiries arrive at 11pm and most are not serious. This asks the three questions that separate the two, writes them to the contact, and only then puts a human in the room.
The goal
Turn a cold enquiry into a qualified, routed lead before anyone on your team spends a minute on it.
The flow, node by node
- Send message
Acknowledge immediately
Thanks for getting in touch. Three quick questions so I can put you with the right person.
संपर्क करने के लिए धन्यवाद। तीन छोटे सवाल, ताकि मैं आपको सही व्यक्ति से जोड़ सकूँ।
- Buttons
Budget band
Bands, not a free-text number. People will tap a range and refuse to type a figure.
- List menu
Locality or category
A list of the areas or categories you actually serve, which also filters out enquiries you cannot help.
- Buttons
Timeline
This month / next quarter / just looking. The single most predictive answer, and the cheapest to collect.
- Set attribute
Write all three to custom fields
Fields, not notes. A field can drive a condition, a segment and a report; a note cannot.
- Condition
Qualified?
Branch on budget and timeline together. "Just looking" with any budget goes to nurture, not to a salesperson.
- Hand off to a human
Qualified → route to an agent
With the full transcript attached, so nobody re-asks what the bot already asked.
- Hand off to AI
Not yet → hand to the AI agent
It answers their questions from your material and keeps the conversation alive without occupying a person.
Where this usually goes wrong
- Asking five questions instead of three. Every extra one loses people, and only the ones that change what you do next are worth the drop-off.
- Routing everyone to a human. If the bot qualifies nobody out, it has saved you nothing.
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