A WhatsApp assistant that qualifies the lead before it reaches you
It greets each customer, asks for whatever's missing — who they are, their email, what they need — and only records the lead once it has enough. Then the platform routes it to the right line, tells the owner and follows up. The chat is remembered in a Google Sheet tab; the lead lands in your pipeline.
Trusted by users in 🇿🇦 South Africa • 🇺🇸 USA • 🇬🇧 UK • 🇦🇺 Australia • 🇦🇪 UAE
Half a lead is almost as useless as no lead
"Hi, do you do this?" — and nothing else. No name, no email, no detail. Your team replies, waits, asks a follow-up, waits again. Half the enquiries stall before anyone knows enough to help, and the good ones are buried among the one-liners.
Chasing the missing details by hand is slow, and it happens on one person's phone where the business can't see it.
This blueprint does the asking for you. A WhatsApp assistant greets the customer, politely collects what's missing, and only creates the lead once it actually has enough to act on — so what reaches your pipeline is a qualified enquiry with an owner, not a fragment someone has to chase.
How it works
- 1
1. The assistant greets and asks what's missing
On the first message it welcomes the customer and asks, one thing at a time, for whatever it still needs — who they are, their email, what they're after — in a natural back-and-forth.
- 2
2. It remembers the conversation
The chat so far is kept in a Google Sheet tab, so the assistant has context across messages and you can see exactly how each enquiry unfolded.
- 3
3. It records the lead only when it has enough
No half-leads: the enquiry becomes a numbered lead in your pipeline only once the assistant has gathered what's needed to act on it.
- 4
4. The platform routes, tells the owner and follows up
The lead is assigned to the right line and owner from your settings, the owner is notified, and unanswered leads are chased — the same discipline as every other channel.
What it does for you
Qualifies before it reaches you
The assistant collects the missing details up front, so your team gets a complete enquiry, not a one-line "hi".
Natural, one-question-at-a-time
It asks politely for what's missing instead of dumping a form on the customer — a conversation, not an interrogation.
No half-leads in your pipeline
A lead is created only once there's enough to act on, so your pipeline isn't clogged with fragments.
The whole chat is remembered
Each conversation is kept in a Google Sheet tab, so there's context across messages and a record you can read back.
Routed, owned and chased
Once recorded, it's routed to the right line and owner from your settings, who is told and nudged until it's answered.
Compliant and business-visible
Runs on the official WhatsApp Business Cloud API — off one person's phone and safe from a ban.
Why not just reply and ask for details yourself?
| Asking by hand on WhatsApp | Asking by hand | A static WhatsApp auto-reply | This blueprint |
|---|---|---|---|
Collects the missing details | |||
Only records a qualified lead | |||
Remembers the conversation | |||
Routes, notifies and chases | |||
Natural back-and-forth, not a form | |||
Official Cloud API (ban-safe) |
Pricing that scales with your volume
Every tier runs the same engine — higher tiers raise the limits and add channels. Nothing is crippled on purpose.
Common questions
Want more on Leads Manager · WhatsApp probing capture?
🚀 Be the first to know when new Blueprints ship. We send 1-2 emails a month, max.
✨ Plus early access to new Blueprints + quick setup tips you won't find on the page.
Technical specs
Required integrations
Want it built for you?
Our team handles strategy, integration, and training. You focus on running the business.
Starting from $1,997
Let the assistant do the asking
Connect your WhatsApp Business number and let it greet, qualify and record only complete leads — routed to the right owner and followed up automatically.